How to Apply

Fixed Rate e-Saver and Fixed Rate e-Cash ISA accounts can be funded by transfer from your nominated account, or from an existing eligible Castle Trust Bank account via the Self Service Portal. If transferring from your nominated account you should use Sort Code 60-84-08, your Castle Trust Bank account number (which you will find on your welcome letter and on the Self Service Portal), and your full name as the payee. Fixed Rate e-Cash ISAs can also be funded by transferring existing Cash ISAs held with other providers.

Using your nominated account, you can make a bank transfer into your savings account using the Sort Code 60-84-08 and your Castle Trust Bank account number (which you will find on your welcome letter and on the Self Service Portal), and your full name as the payee. Fixed Rate Cash ISAs can be funded by transferring existing Cash ISAs held with other providers. You can also transfer money from an existing eligible Castle Trust Bank account through the Self Service Portal.

You can fund your account by cheque. Make your cheque payable to ‘Castle Trust Bank’, write your name and account number on the back and post it to Castle Trust Bank, PO Box 78430, London, N17 1HE. We will credit funds to your account the next working day after we receive your cheque.

ISA transfers are available for both our Fixed Rate e-Cash ISA accounts, and our Fixed Rate Cash ISA accounts. To transfer funds from an ISA with another provider, you will need to complete the ISA Transfer In section of your application. We will then receive this the next working day and will contact your existing ISA provider to arrange the transfer to your Castle Trust Bank account. Please note that if your current ISA provider does not accept electronic signatures and requires an original signature, we will send a form to you via email and you will be required to return back to us in the post. For more information on how the process works, take a look at our ISA Transfer Guide

Accounts can be opened by a Power of Attorney on behalf of another person. The application should be made in the donor’s name, and the attorney should then contact us to provide the relevant legal documentation (if a first account is being opened), or to have the previously submitted documentation applied to the new account (if accounts have been opened with us previously).