Before you start your transfer application

Here are a few things you need to know

If you're a new Aviva ISA customer, you can open an account if:

  • you're aged 18 or over
  • you're a resident in the UK, or you or your spouse or civil partner are a Crown servant. If you do not have a UK address, please call us on 0800 068 6673 to apply
  • you're comfortable managing your account and investments online

Things you need to know about transferring an ISA:

This process is for cash transfers only. If you wish to proceed with a unit transfer (where investment funds are moved across without being sold and reinvested), please contact our team on 0800 068 6673.

What are cash and unit transfers?

  • This is a non-advised product. If you feel you need personal advice, please speak to your financial adviser. You may have to pay for any advice you receive.
  • There's no guarantee you'll be any better off by transferring. You should compare charges and investment options. Your current provider may charge a fee for transferring
  • This transfer will be on a non-advised basis, which means without financial or investment advice. The information on this site isn't personalised advice or a recommendation. We will not assess whether the investment or services are suitable for you so you will not be protected by the same rules you would if you'd received advice. If you're unsure about transferring you should seek advice. If you don't have an adviser you can find one at Unbiased.co.ukOpens in new window . You'll have to pay for the advice.
  • With a Stocks & Shares ISA, the value of your investment can go down as well as up and you could get back less than you paid in

What you'll need:

Please check you have the following to hand before you start.

  • Name of the ISA provider
  • Account or plan number
  • Approximate value (if you want to transfer it in full)
  • How much you have paid in during the current tax year

This application will take about 15 minutes to complete.

Already have a MyAviva account?

New to Aviva?

You can set up a MyAviva account as part of your application.

What are cash and unit transfers?

Cash transfer

  • The investments of your current ISA are sold.
  • The cash is transferred into your new ISA and used to buy new investments.
  • So while the transfer is happening, your money won't be invested in the markets.

Unit transfer

  • The investments of your current ISA are transferred to your new ISA without being sold.
  • So while the transfer is happening, your money will stay invested.