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.
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.
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.
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.
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.
Find out more about how to transfer your investments to Fidelity with our How-to guides.
Give one of our UK-based associates a call on
0333 300 3351
Send us your question online or visit us at our Investor Centre in London.