ISA transfers
Transferring an Individual Savings Account (ISA) from other financial services companies to
J.P. Morgan Asset Management means that all of your ISA savings can benefit from our wide investment range, our award winning customer service and online access to your investments. Transferring is straightforward, free and doesn’t affect your annual ISA allowance.
Transferring is simple and free
You can transfer your ISAs through J.P. Morgan WealthManager+ either online or by post.
Once we receive your request to transfer we’ll contact your existing ISA provider(s) and arrange for the transfer to take place as quickly as possible.
It’s free to transfer, however for cash transfers usual dealing charges apply when you invest. What’s more you won’t lose this year’s tax-efficient ISA allowance, although please check with your current provider whether they charge any exit fees. Where your transfer includes investments made in the current tax year, your allowance for that tax year will be reduced accordingly. Once your ISA is transferred investment charges will apply.
See ISA charges
Suitability
If you are in any doubt about the suitability of an investment, please speak to an independent financial adviser - find an IFA at unbiased.co.uk.
The J.P. Morgan ISA offers more
Investing in the J.P. Morgan ISA online with WealthManager+ not only gives you access toJ.P. Morgan investments it gives you access to over 20 other leading fund managers' investments.
Find our more about the J.P. Morgan ISA
Sharing our investment views with you
Watch edited highlights of our recent client event, featuring "A Guide to the Markets" from Tom Elliott, Global Strategist, J.P. Morgan and an interview with triple Olympic Gold Medallist, Ben Ainslie.
Transferring and consolidating
As well as transferring your ISAs to WealthManager+ you can consolidate other investments.
Learn more about consolidation
Please remember that the value of investments and the income from them can go down as well as up, and you may not get back the full amount invested. The tax benefits and liabilities will depend on individual circumstances and may change in the future.
Past performance is not a guide to the future.