How do I upload my Transfer History Form?

Please upload your signed Transfer History Form from your computer to the crowdfunding platform by following the steps below:
  • From the homepage ( click the green Log in button in the top-right of the screen and sign into your account.
  • Once signed in, select Account --> ISA --> Your transfer requests from the top-left navigation menu.
  • On the ISA Transfer in requests screen, upload your Transfer Authority Form by clicking the Click here to upload the transfer form label. In the upload form that appears, you will be able to upload and submit your authority form.
Once we have received the completed form, we will contact your current ISA provider to arrange the transfer of your funds and will email you to confirm when the transfer has been completed.

If you need any assistance, please send us a message or call 0330 355 0355.

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