How to sell investments, withdraw cash and transfer
Select your task from the accordions below and we'll take you through the process
Important information - please keep in mind the value of investments can go down as well as up, so you may get back less than you invest.
If you're looking to sell any of your investments, withdraw cash from your account or transfer to another provider, we want to make the process as smooth as possible for you. We don't charge any exit fees to withdraw money.
If you'd like to discuss your account before making a decision call us on 0333 300 3350 or log in and send us a secure message.
If you want to withdraw money that's already held as cash in your account, all you need to do is log in and go to ‘My accounts’ at the top of the page. Choose ‘Manage investments’ then ‘Withdraw cash’.
Our Withdraw cash from your account guide takes you through the process step by step.
Did you know Fidelity pays interest on cash held in your account? Check out the latest interest rates we pay. Plus there are no service fees for holding cash.
If you want to sell any investments, log in and go to ‘My accounts’ at the top of the page. Choose ‘Manage investments’ then ‘Buy, sell or switch’.
Selling investments that you hold in an Investment Account, rather than an ISA or pension, may have tax implications so we recommend that you speak to a tax specialist first.
Our helpful guides can take you through the process based on the type of investment you're selling.
When you sell investments you have the option of keeping the money as cash within your account for when you want to invest again or withdraw the cash. Did you know Fidelity pays interest on cash held in your account? Check out the latest interest rates we pay. Plus there are no service fees for holding cash.
We don't charge exit fees, so you might want to think about selling investments in stages, if it's possible.
If you choose to sell all of your investments and withdraw the cash, but you want the option to invest with us again in the future, the account will remain active for 12 months after your balance reaches zero. This also allows for any residual dividend payments to be applied and available for withdrawal. You may also continue to receive documents during this time. After the 12 months the account will close.
If you need any support with investing decisions, we're here to help.
- Our five guiding principles will help make you a more confident investor, with information on how to save tax efficiently, the benefits of a regular savings plan and how to manage risk.
- If you or your family are looking for long term financial advice and have a minimum of £100,000 (which can include pensions) to invest, our financial advisers can help.
- We offer extensive guidance on where to invest, regular market updates and commentary from industry experts, and we have a wide selection of investment calculators.
If you're thinking about moving your investments to another provider, you should contact the company you've chosen first. Once you've completed their process, they'll get in touch with us directly and ask us to move your investments across to them.
Please remember that you cannot transfer part of an ISA – it must be the whole account.
Transfers take about 8 weeks on average. You won't be able to deal on your investments for some or all of this time and, if your investments have to be sold as part of the process, you could miss out on growth and income if the market rises during this time.
You'll receive a quarterly statement as usual after the transfer, and we'll pay any further interest or dividend payments to the provider you have moved to.
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