Transferring investments

Transferring investments to or from Fidelity

You can move your investments to Fidelity, whether those are ISAs, pensions, or investments held outside of an ISA, to Fidelity.

We just need the details and account number of your current provider, and we’ll do the rest.

How long it takes

Once you’ve submitted your application, we aim to transfer between two to six weeks, but it could be longer as the process is also reliant on your other provider.

We’ll let you know when the transfer is underway, and we’ll keep you informed every step of the way.

You’ll also be able to see when the transfer is complete on your online account.

What to do with Regular Savings Plans

You’ll need to cancel your Regular Savings Plans (RSPs) with your current provider before we start the process.

Once your investments have come through, simply start your RSP with us.

This is also the case if you’re transferring your investments away from Fidelity to another provider.

Adding money to your account

We don’t recommend adding more money to your account during the transfer process. It’s better to make sure the transfer process is complete and then invest.

Charges when transferring

It’s free to transfer your investments to us, and we’ll even cover any exit fees you may incur, up to a total of £500 per person. (T&Cs apply).

Please be aware if you change your fund choice during a transfer, some fund managers will apply additional costs when buying or selling their funds.

Read our transfer guide

Find out more about how to transfer your investments to Fidelity with our How-to guides.

Still need help?

Talk to our team

Give one of our UK-based associates a call on

0333 300 3351

Contact us

Send us your question online or visit us at our Investor Centre in London.