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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


Setting up employee compliance reporting takes only a few moments - just ask your employer’s compliance team for their Fidelity ‘employer code’, and then follow these simple steps.

1 Log in

Once you have your code, log in with your username and password

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2 Open your Preference Centre

It takes just two clicks:

  • Click on Profile in the main menu
  • Click on Preference Centre
  • Select Employee compliance reporting

3 Enter your employer code

  • Make sure you’ve got your Fidelity compliance reporting code from your employer
  • Enter your employer code in the box and hit Register
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4 Provide consent

Give us your consent by clicking ‘I accept’, 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

Transfer an account to Fidelity

Read more about what you can transfer and how it will work.

Transfer ISAs

Having multiple ISAs can be complicated and costly. We make it easy to start your transfer and bring your ISAs together.

Transfer pensions

If you’ve built up several pension pots, bringing them together into a SIPP could make them easier to manage.

Transfer Junior SIPPs

If you’re building a nest egg for a child’s future, as well as planning your own retirement, bringing all accounts under one roof could help you plan your family’s collective future more effectively.

Transfer investment accounts

Having investments spread across multiple companies can be time consuming and costly. Bringing them together means less stress and less paperwork.

Important information: Tax treatment depends on individual circumstances and all tax rules may change in the future. Withdrawals from a pension product will not normally be possible until you reach age 55. Withdrawals from a Junior ISA will not be possible until the child reaches age 18. This information is not a personal recommendation for any particular investment. It’s important to understand that pension transfers are a complex area and may not be suitable for everyone. Before going ahead with a pension transfer, we strongly recommend that you undertake a full comparison of the benefits, charges and features offered. To find out what else you should consider before transferring, please read our transfer factsheet.  If you are unsure about the suitability of an investment are  or are in any doubt whether or not a pension transfer is suitable for your circumstances we strongly recommend that you seek advice from an authorised financial adviser.

Source:

1,2 Fidelity International Q4 2019 as at 31/12/2019