Funding your ISA

You can fund your ISA in four easy ways. Use your debit card, ISA transfers, BED & ISA or Save As You Earn

Debit card

Pay by debit card - you can do this online or call us free on 0808 208 4400

Transfer your existing Stocks & Shares ISAs and/or Cash ISAs

Transfer your existing ISAs to BrokerLine and you could take advantage of our Free ISA administration service. This free administration fee is available for account valuations of £10,000 or more.

Please note, your current ISA provider may charge you a transfer fee. An ISA transfer can often take between four to six weeks to complete.

Do you already have a BrokerLine Self-Select ISA?

To transfer an existing ISA to BrokerLine, just complete the ISA Transfer Form (1,150kb PDF)

New customers

Don't have a BrokerLine Self-Select ISA? Just complete the New Customer ISA Transfer Form (1,150kb PDF)

BED & ISA

Although you can't transfer shares directly into your Self-Select ISA, we can help you sell them, then re-purchase them within the ISA wrapper. This process is called BED & ISA.

It's easier than it sounds. Just complete and return the BED & ISA instruction form. Need help? Call us free on 0808 208 4400.

Save As You Earn scheme and other HMRC approved employee share schemes

You can transfer maturing shares (33kb PDF) under a HMRC approved employee share scheme into your ISA without the need to Bed and ISA (see above). To qualify, you must transfer your shares within 90 days of exercising your option. Transfers are subject to normal ISA limits with the valuation on transfer based on the market price at the time of transfer, not the option price.

To transfer shares for a maturing SAYE scheme into your BrokerLine Self-Select ISA, please send us:

• A covering letter including your name, address and Self-Select ISA account number
• The relevant shares
• Evidence that the option to purchase was exercised within the last 90 days (e.g. a dated Notice of Exercise Option)

Please send the documents to:

BrokerLine
FREEPOST NEA 15919
PO Box 549
Leeds LS1 1YZ

Please note that you may wish to send this by Royal Mail Special Delivery.

Or call us on 0808 208 4400 Monday to Friday 8am to 6pm.
Calls may be recorded.

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