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 (https://www.triodoscrowdfunding.co.uk) 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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Investments offered on this platform are not readily realisable, which means that they may be difficult to sell and you may not get back the full amount invested. Investments are not covered by the Financial Services Compensation Scheme (FSCS) and your capital is at risk and returns are not guaranteed. Repayment of capital and interest or payment of dividends will be dependent on the success of the organisation's business model and past performance isn’t a reliable indicator of future performance. You should always read the offer document in full before deciding whether or not to invest as it will cover risks specific to an individual investment. You can read more about the general risks associated with making these types of investments. If you are unsure if any of these investments are right for you, you should contact an Independent Financial Adviser.

Triodos Bank UK Ltd. Registered Office: Deanery Road, Bristol, BS1 5AS. Registered in England and Wales No. 11379025. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 817008.