Record an ISA transfer or maturity

Record a provider-completed ISA move without treating it as a new contribution or moving money yourself.

Plan and confirm a transfer

1. Open ISA manager → Move / consolidate.
2. Choose an existing receiving cash or stocks-and-shares ISA, or create a zero-funded receiving account.
3. Select eligible source cash ISAs for the same individual.
4. Review the plan. Pending transfers leave the money and its history in the source.
5. When the provider completes a full receipt, choose Confirm receipt.
6. Enter the date, provider reference and only interest not already included in the source value. Review and confirm.

The source reduces once and original years follow the money. A consolidation can have receipts on different dates. Do not record another contribution for the same transferred money.

Record maturity

Use Manage maturity in ISA Manager or Mark matured from the eligible asset's Actions menu. Renew retains the account with new terms; Transfer allocates proceeds to a receiving account. More options contains the split option.

Enter zero final interest if it is already in the recorded value. Confirm completion using provider evidence.

Fieldwell does not instruct providers or move money. Use the receiving provider's official ISA transfer process, not an ordinary withdrawal and deposit. Unsupported partial or complex histories require reconciliation rather than changing figures to fit the panel.