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Adding an ISA or LISA

  • Updated

Details of your ISA or LISA

After selecting to add a source, you will then have the option to select an ISA or LISA. When adding either you'll need to provide the following information:

  • The amount you are contributing towards the purchase

  • Whether the account is an ISA or LISA

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Once you have added the source, you'll see the outstanding balance update to reflect this. If you need to change or remove the savings please select 'edit' next to it.

Evidencing your ISA or LISA

If you have added an ISA or LISA as a source you'll need to provide evidence of this. You'll be given a new task to upload a document confirming the balance of the account.