Interactive Investor
Stocks & Shares ISA
Managed ISA
Open an ISA
Transfer an ISA
ISA charges
ISA investment ideas
Adding and withdrawing money
ISA allowance
Junior ISA
Bed and ISA
Sustainable ISA
ISA guides
Useful forms
Cash interest rates

ISA & Junior ISA forms

Before you start: how to return your forms

  • The easiest way to send PDF or paper forms is by secure message - find out how.
  • Forms sent to us by post may take longer to process.

Transferring your ISA

To request a transfer of investments you hold with another provider into your ii account, please log in to complete an ISA transfer form.

Log in and transfer

United States dealing (W-8 forms)

Before you can buy US listed shares, you need to complete a W-8 form. Please post your signed form back to us at: interactive investor, 2nd floor, One Embankment, Neville Street, Leeds, LS1 4DW.

We will process your form as soon as possible, but please note there may be delays.

Transferring your Junior ISA or Child Trust Fund

Transfer your existing Junior ISA to us (including Junior Cash ISAs) or Child Trust Fund.

SAYE (Save As You Earn)

Transfer shares into your ISA that have been acquired through an approved SAYE option scheme or a Share Incentive Plan.

Bed & ISA

Transfer shares into your ISA or Junior ISA, by selling and repurchasing them.

Find out more

Junior ISA Maturity Form

If your Junior ISA is going to mature, please fill in this form to ensure we have all your correct and up to date details.