How do I transfer my child’s JISA or Child Trust Fund to Wombat?

Transferring to a Wombat JISA is completely free. However, please check if your current provider charges fees.

If you already have a Wombat account:

Open the Wombat app and tap the name of your existing account in the top left of the home screen. Tap ‘Create new account’ and then choose ‘Junior Individual Savings Account (JISA)’ from the account selection carousel to begin creating the account. You will need to select ‘Yes’ when asked if you would like to transfer an existing JISA or Child Trust Fund, specify which, and then tap ‘Continue.’ Complete the details for your child, and then complete the transfer form which has been emailed to the email address you entered when you registered. Return your completed form to support@wombatinvest.com to process the transfer of your existing JISA to a Wombat JISA, and we will email you once the transfer is complete.

If you don’t currently hold an account with Wombat:

To transfer your current JISA or Child Trust Fund to a Wombat Stocks & Shares JISA, please download the Wombat app, available on the Play Store or the App Store. Once you’ve installed the app, enter your registration details, and then after you have successfully registered you will be presented with the account selection screen. Simply choose 'Junior Individual Savings Account (JISA)' from the account selection carousel to begin creating the account. You will need to select ‘Yes’ when asked if you would like to transfer an existing JISA or Child Trust Fund, specify which, and then tap ‘Continue.’ Complete the details for your child, and then complete the transfer form which has been emailed to the email address you entered when you registered, and we will email you once the transfer is complete.