FAQs - general queries

Log in to Account Management and follow these three steps:

• Click on Contact Us
• Select 'Changing a postal address' from the drop-down menu
• Fill out the online change of address form, giving us both your old and new addresses

A company can open a corporate account and invest in any of the Fidelity/FundsNetwork Funds. If the company is registered at Companies House, we require a list of authorised signatories along with the appropriate OEIC application form.

 

If it isn't registered at Companies House, we require the following documents along with the application form:

1. List of authorised signatories.
2. Board minutes
3. Memorandum of Association

Please contact us for an application form.

You can register online using your customer reference number (a 10-digit numeric code beginning with '100') and your account number (a 10-character alphanumeric code). Register for your PIN here

Your Customer Reference Number (CRN) is on the Statement and Valuation that we send to you annually.  We can also send you a copy by post if you call us on 0800 41 41 61

If you call us we will be able to send you a reminder of your Customer Reference Number by post.  It is also on the Statement and Valuation that we send you.

Call us on 0800 41 41 61 and one of our associates will be able to help.

No, for security reasons we are not able to email your Customer Reference Number to you or to give it to you over the phone.  If you call us we will be able to send you a reminder of your Customer Reference Number by post.  Alternatively, it will be on the Statements that we send you.

You will need to provide your Customer Reference Number and your PIN if you have one.  Click here to find out more about setting up your PIN.

Fund codes are a unique five-character code that identify all the Fidelity and FundsNetwork funds that you can invest in. To find out a code for a particular fund, go to our Fundfinder tool. In the tool, change the selection in the 'Compare Funds by' drop-down menu to 'Fund Facts'. The code is displayed after the fund name.

If you are completing application forms that we've sent to you, or you have downloaded application forms for completion, you will need to add the fund code to this form. This helps us process your application to buy or transfer funds quickly. If you are applying online, you don't need the fund code.

Fidelity only gives information about its own products and services and doesn't provide investment advice based on individual circumstances. If you don't know whether an investment is is right for you, please contact a financial adviser.

You can invest in an ISA online by following the steps on our buy an ISA page.

You can also open an ISA over the phone or send us a completed ISA application form in the post.  Call us on 0800 41 41 61 for an application form.

Find out more about how you can invest for children here.

Log in to Account Management and follow these three steps:

1. On the Welcome screen, select View Your Account option to display the Account Summary screen
2. Click the far right-hand icon  for the relevant year. The Fund Holdings screen will then show the funds you hold in that plan year.
3. Select the Transaction History icon for the fund you're interested in. This screen will show all the transactions carried out on the specified fund. 
   

To view past income payments, follow these four steps:

1. Log into Account Management, and select View Your Account to display the Account Summary screen
2. Select Preferences from the top menu
3. Select Yes when you are asked: 'Would you like any holdings with nil value to be displayed?'
4. Now log out and log back into the account
   

From April 2008 all Personal Equity Plans (PEPs) automatically became stocks and shares ISAs, so your PEP accounts will now be labelled as ISAs.

To print statements of your account(s) in Internet Explorer follow these three steps:

1. Select Print from the File menu
2. Go to Options
3. Select As laid out on screen

If you are using Firefox, follow these steps:

1. Select Print from the File menu
2. Select As laid out on screen

You should now be able to print the entire document. If the information doesn't fit on the printed page, you can either change the page set-up to 'Landscape' or use A3 size paper.

The standard MSP collection date for ISAs is the 12th of every month. Additional dates are available if you want to contribute after this date. These are based on availability at the time the direct debit application is sent. Phone us or write to us to find out about the additional dates available.

The MSP collection date for an OEIC is the 4th of each month; for offshore investments it is the 18th.

You can top up your investments in the following three ways:

1. Online using Maestro/Visa debit card or a cheque*
2. By phoning us and using any of the debit cards mentioned above
3. Sending signed instructions in the post along with the relevant cheque

* You will need to download the purchase order and send it to us with your cheque by post.
Once we receive the purchase order and cheque, we will process it at the next available dealing point

You can read more information about our Key Features Document here.

The CityWire newsletter is a weekly publication which provides our investors with performance comparisons, economic forecasts and stockmarket insights, which can be helpful when making investment decisions. Subscribe to the CityWire newsletter here

 

Some of our customers who use Macs and/or the Safari Browser have problems dealing online. We are working on this and aim to make our website 100% Mac-compatible in the near future.