If you already have ISAs with other companies, you may benefit from transferring them all to J.P. Morgan WealthManager+.
Transferring your ISAs means that you can manage your tax-efficient investments in one place – so you get a full picture of the value of all these investments.
You will also enjoy online access to your investments, our wide investment range, and our award winning customer service.
If you already invest in funds that are on WealthManager+, we will get in touch with your existing ISA provider and arrange for the transfer to take place as quickly as possible. You will not need to make any investment changes. Or you can choose from our range of over 850 funds from J.P. Morgan and other leading fund managers.
If you transfer ISAs from previous tax years this will not affect your current tax year's allowance. Where your transfer includes ISA investments made in the current tax year, your allowance for the remainder of the tax year will be reduced by the amount already invested.
Transferring to us is free, but you should check that your current providers won't charge you a fee if you transfer out. If you're changing your investments or transferring from a Cash ISA, transaction or brokerage charges may apply.
If you're not sure that a Stocks and Shares ISA is the right investment for you, speak to a financial adviser.
