Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more.

Transferring your ISA or IF-ISA to Crowd for Angels

Dad & Daughter looking into the distance, transfer your ISA.

You can transfer your Cash or Innovative Finance (IF) ISA to Crowd for Angels. To do so, simply register for free on our platform, complete an ISA Transfer Form and return it to Crowd for Angels. We will then contact your current ISA provider on your behalf and instruct them to carry out the transfer accordingly.   

Usually, this process is completed in 7 working days and one of the Crowd for Angels team will contact you once we have received your funds or assets. 

Open a free Crowd for Angels Innovative Finance ISA here

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How do I Transfer-In my Cash ISA or IF-ISA to Crowd for Angels?

You can transfer all or just some of your previous tax year ISA subscriptions, but you have to transfer all of your current tax year’s subscriptions along with any interest you’ve earned in full. Also, you can’t transfer an Investment (Stocks & Shares) ISA into a Cash ISA.

To transfer your ISA, first, register on Crowd for Angels and open your IF-ISA account. Once you have opened your IF-ISA, please download the form at the bottom of this page or visit the "My ISA Funds" section that can be found in your profile. After you have completed the form, please send it to [email protected]. Our team will process the form and usually apply the funds to your account in 5-7 working days.

Check that you can transfer your Cash ISAs or IF-ISA to us without penalty, such as a loss of interest or a fee. If you're happy to continue, we’ll ask for details of your existing cash ISA or IF-ISA:

  •  Sort code and account number
  •  The amount you want to transfer
  •  Name of your existing ISA provider

You'll need to tell us whether you’ve subscribed to a Cash ISA in the current tax year. You don’t have to contact your old provider  we will work with them to ensure that your tax benefits remain.

With our Innovative Finance ISA, you can Transfer-In at any time and you can make transfers online.

Can I Transfer-In more than 1 of my Cash ISAs or IF-ISA into a new ISA?

Yes, but check with your current provider to see whether there are restrictions or early withdrawal penalties on your current ISA before considering a transfer.

Can I Transfer-In a Cash ISA to Crowd for Angels but not pay any new money in?

Yes. We will open the Innovative Finance ISA with a nil balance and ask your current ISA provider to transfer your funds to your new Crowd for Angels account. As long as you don’t pay any new money in, it won’t count towards this year’s allowance.

I do not have an ISA to Transfer, can I open a new account?

Yes, you can register for an IF-ISA account on Crowd for Angels for Free. To get started please visit: and find out more about opening an IF-ISA

How do I Transfer-Out my IF-ISA from Crowd for Angels?

We hope that you will choose to stay with us but if you want to Transfer-Out your Innovative Finance ISA to another provider, we’ll do our best to make the process as smooth as possible.

First, check that the personal and account details that we hold for you match those you’ll be giving your new provider. Any differences, eg your address, could delay things.

Your new provider will ask you to provide them with your instructions. While the transfer takes place, we may need to contact you and a quick response will help avoid any delays. Let us know how you would prefer to be contacted and check that your contact details are up to date.

Can I just withdraw my funds from my current ISA Provider?

Never just withdraw your ISA savings as cash and pay it into your new Innovative Finance ISA, otherwise, you'll lose the associated tax benefits. If you do the transfer correctly, any balances from your previous tax year ISAs won't count towards this year’s annual allowance.

The tax rules around Cash ISAs mean that you must transfer your money from one Cash ISA account to another in the right way to keep your tax-free savings intact. You can transfer the cash held in your Cash ISA or IF-ISA to Crowd for Angels free of charge.

I still have questions, can I talk to someone?

Absolutely, you can reach out to one of the knowledgeable and friendly Crowd for Angels team by calling 0207 437 2413, emailing [email protected]. Our normal business hours are Monday to Friday 9am to 5pm. 

You will first need to open an Innovative Finance ISA with Crowd for Angels before you can transfer from your existing ISAs into the Crowd for Angels Innovative Finance ISA

Open a free Crowd for Angels Innovative Finance ISA here

Risk Warning

Investment Risks

Investing in small public listed or private companies involves many risks, including illiquidity, lack of dividends, loss of investment and equity dilution. It should be done only as part of a diversified portfolio. Investing in debt pitches through Crowd for Angels (UK) Limited involves lending to companies and therefore your capital is at risk and interest payments are not guaranteed if the borrower defaults. Please click here to read the full Risk Warning.

Investor Suitability

Investments on this website are targeted exclusively at investors who are sufficiently sophisticated to understand the risks involved and make their own investment decisions. You will only be able to invest in pitches on this website once you are fully authorised and the investment is deemed appropriate for you.

Basis of Investment

Investments can only be made on the basis of information provided in pitches by the investee companies concerned. Crowd for Angels takes no responsibility for information provided by external sources, including investee company websites.

Forward Looking Statements & Forecasts

Pitches may contain forward looking statements and financial forecasts or projections. Forecasts are not a reliable indicator of future performance. Crowd for Angels makes no judgement or opinion of the likelihood of targets being achieved. 

Lack of FSCS Protection

Investments made in companies listed on the Crowd for Angels platform are not covered by the Financial Services Compensation Scheme (FSCS).

Tax Relief

The availability of any tax relief, including EIS and SEIS, depends on the individual circumstances of each investor and of the company concerned, and may be subject to change in the future. If you are in any doubt about the availability of any tax reliefs, or the tax treatment of your investment, you should obtain independent tax advice before proceeding with your investment.

Innovative Finance ISA

Holding an investment within an innovative finance ISA does not reduce the risks associated with an investment or guarantee returns and it is possible to lose all of the money invested.

This page has been approved as a Financial Promotion by Crowd for Angels (UK) Limited (Company number: 03064807), which is authorised and regulated by the Financial Conduct Authority (Reference number: 176508).