Invest@Work with Fidelity and receive a special discount
Fidelity can help you save and invest for the future. Invest@Work puts our Personal Investing service and tools right at your fingertips. We’re here to help you take control of your financial future, with expert insights and tools designed to build your confidence in making personal investment decisions.
Important information: please keep in mind that the value of investments can go down as well as up, so you may get back less than you invest.
Open an account
Select from a choice of an ISA, SIPP and/or general investment account, as well as junior accounts for children.
Set up your discount
Once you have opened an account, or if you already have a Fidelity Personal Investing account, set up your discount by following the steps in the link below.
Our service fee covers our secure, easy-to-use investing platform. This includes our tools, guidance, plus news and insights from industry experts.
Start saving with Invest@Work through your employer and we'll reduce our service fee to 0.30% (usually 0.35%). Please note, dealing and ongoing investment fees still apply.
We’ve developed tools to help you explore your options and find the investments that are right for you. Click on the play icon to watch our short video to learn more.
How to set up your discount
Setting up your discount takes only a few moments - just ask your employer for their Fidelity ‘employer code’, and then follow these simple steps.
1 Log in
Once you have your employer code, log in with your username and password
2 Open your preference centre and find the discount section
It takes just three clicks:
- Click on 'Profile' in the main menu
- Click on 'Preference centre'
- Select 'Register for Invest@Work discount'
3 Enter your employer code
- Make sure you’ve got your Fidelity employer code (this will be four letters followed by 01, e.g. ABCD01)
- Enter it in the box and click 'Register'
4 Read the terms and confirm that you agree with them
Read the information provided and if you consent, click ‘Confirm’. That's it, you’re done! Your discount has been set up.
Risks and things to consider
- Investing in funds or the stock market opens the opportunity for making your money work harder, but the value of investments can go down as well as up, so you might get back less than you invest.
- Investing tends to work better over the longer term (through the ups and downs of markets) so investing for 5 years and over improves your chances of better returns, although this isn't guaranteed.
Important information: Eligibility to invest in an ISA or SIPP, and tax treatment depends on individual circumstances and tax rules may change. You cannot normally access money in a pension until age 55 (57 from 2028). Withdrawals from a Junior ISA are not possible until the child reaches age 18. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser.
