Make sure you have the following information with you
- Your National Insurance number
- Debit card details (for a single payment)
- Bank or building society details (if you’re planning on setting up a regular savings plan)
Keeping track of ISAs held with different companies can be both complicated and costly, but we make it easy to bring your savings together. Just tell us where they’re currently held and we take care of the rest.
Having ISAs spread across multiple companies can be both time-consuming and costly. Bringing them together means less stress and less paperwork.
Our straightforward transfer process makes it easy to bring your investments together — just tell us where they’re currently held and we’ll take care of the rest.
It’s free to transfer, and we’ll even cover any exit fees you may incur, up to a total of £500 per person. T&Cs apply.
Once you request an ISA transfer, we’ll contact your providers and arrange for your investments (or cash) to be brought into your Fidelity account
We’ll keep your money invested in your chosen funds or shares, as long as we have the same investments on our platform. View our list of shares
If we don’t offer the same investments, we’ll have your investments sent to us as cash, which you can then move into any of the funds or shares in our range
Applying online only takes a few minutes, and if your current providers are using an industry-accepted, up-to-date transfer service, then it could take up to six weeks
Please remember that once the transfer has begun, you’ll be unable to switch, top up, or sell the investments you’re moving until the process is complete
We’ll let you know when everything is done
Not convenient to call now? Give us your details and we’ll call you.
Please be aware that if you transfer share classes that aren’t supported by Fidelity, they’ll be sold and the proceeds will be reinvested in supported share classes, meaning you’ll be out of the market for a short period, and may have to pay additional costs as a result.
If your investments are moved to us as cash, you’ll be out of the market while your money is being transferred, so you could miss out on growth and income if the market rises during this time.
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This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
Make sure you have the following information with you: