Interactive Investor

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.

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, Exchange Court, Duncombe Street, Leeds LS1 4AX.
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.