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Set up your employee compliance reporting

Important information - the value of investments can go down as well as up so you may not get back what you invest.

How to enter your employer code

Once you've opened your Fidelity account, let your employer know and they will give you their Fidelity compliance reporting employer code. Then just follow these simple steps.

1 Log in

Once your account is open and you have your code, you can log in with your username and password.

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2 Open your Preference Centre

It just takes two clicks:

In the main menu, click on Profile, then Preference Centre, and you're in. You can set all sorts of preferences here, but the link you need is Employee Compliance Reporting.

3 Enter your employer code

Simply select the Employee Compliance Reporting link, and you'll see the box where you can enter your employer code.

Your employer will provide this for you, so don't forget to request it from them.

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4 Provide consent

Give us your consent and you're done - we can now take care of the admin and send your trading details to your employer automatically so you don't have to.

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Here to help you

Our UK and Ireland based call centres are open six days a week. You can contact our New Business team on 0800 368 1726

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Exit fees covered

When you transfer to us, we'll cover up to £500 of any exit fees you may incur from your current provider(s).

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Low fees

Benefit from our 0.35% fee if you invest £7,500 or set up a regular savings plan