How can I transfer my client's existing ISA into their Octopus Choice IFISA?

To transfer an existing ISA into your clients' Octopus Choice IFISA, head to the 'My clients' section of your adviser page and click the 'Transfer existing ISA' button next to the client who wants to make an ISA transfer. Then, simply follow the instructions on screen. 

Remember: The signed ISA transfer form should be sent directly to your clients current ISA provider.

Watch our video walkthrough and guide for more on setting up an ISA transfer for your client:

Still need help? Contact Us Contact Us