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Transfer your ISAs

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.

How to transfer your ISAs to Fidelity

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.

How it works

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

How long it takes

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

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Transfer online

Start your transfer in minutes

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Call us

If you have any questions or would like us to help you transfer your ISA

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.

ISA Transfer FAQs

What are the Fidelity ISA transfer rules?
Which individual shares can I transfer to Fidelity?
When can I transfer my ISA?
How long does an ISA transfer take?
Can you transfer a cash ISA to stocks and shares ISA?
Can you transfer an ISA to another person?

A guide to moving investments

Find out more about moving your investments to Fidelity with our handy guide.

Open the 'Moving your investments' guide
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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.