Transfer an ISA out of the West Brom

How to transfer an ISA to another bank or building society

To transfer an ISA from the West Brom:

First, make sure the other provider accepts transfers in, and check what their transfer process is.
Obtain and complete the other provider's ISA transfer request form and return it to them - they should give you this as part of the application process.
You won't need to send anything to us - your new provider will handle the process for you.

Your new ISA provider might need the following details about your West Brom ISA:

Account number: Your eight-digit West Brom account number
Sort code: 40 64 36

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WeBSave accounts
If you're transferring a WeBSave ISA, you won't be able to use these details. Visit the WeBSave help page open_in_new for more information instead.

What happens once we've got your request?

Once we receive the transfer request from your new provider, we'll:

Send your savings and 'transfer out' form to your new provider.
Send you written confirmation that we've processed the transfer.
If applicable, we'll update and return your passbook and certificate.

How long do ISA transfers take?

An ISA transfer typically takes up to:

15 working days if you're transferring a Cash ISA.
30 calendar days if you're transferring a Stocks and Shares ISA.

This can depend on the provider you're transferring to, so it's best to check with them for more details and updates.

Common questions

Yes - but only if you're transferring money from a previous tax year:

If you're transferring money from your ISA for the current tax year, you can only transfer the full amount.
If you're transferring money from a pervious tax year, you can choose to transfer all or part of it.

You may be able to transfer all or part of your Cash ISA savings to a different type of ISA. It'll depend on the terms of your new ISA, so it's best to check with your new provider.