Invest@Work with Fidelity and receive a special discount
Fidelity can help you save and invest for the future alongside your workplace pension. Invest@Work puts our Personal Investing service and tools right at your fingertips. Let us give you the information you need to feel confident 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 or link to an existing one
Need a hand? Call our Invest@Work team weekdays, 8.30am - 5.30pm on 0800 268 0890 - they'll be happy to help.
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
The discount will be applied automatically if you set up employee compliance reporting, or you can choose to get the discount only.
Employee compliance reporting
If you need to report details of your investments and your deals to your employer, we have an automatic service which does it all for you.
To get started, follow these steps:
- Open an account (or log in if you already have one)
- Go to 'Employee compliance reporting' in the Preference Centre
- Enter the code given to you by your employer
Your information will then be sent daily to your employer and include any new transactions or deals made that day.
Discounted service fees
Our service fee covers our secure, easy-to-use investing platform. This includes our tools, guidance, plus news and insights from industry experts.
Setting up compliance reporting through your employer will automatically apply a reduced 0.30% service fee (usually 0.35%). You can also benefit from a discounted 0.20% service if you hold more than £250,000 with us.
T&Cs apply.
See how to set up reporting
Discounted service fees
If you don't need to report details of your investments and your deals to your employer, you can still benefit from a reduced service fee.
Our service fee covers our secure, easy-to-use investing platform. This includes our tools, guidance, plus news and insights from industry experts.
Benefit from a discounted 0.20% service fee if you hold more than £250,000 with us. - T&Cs apply. Sign up with Invest@Work through your employer and we'll reduce our service fee to 0.30% (usually 0.35%).
If you already have an account with Fidelity and don't need to report details of your investments and your deals to your employer, follow these instructions.
If you are required to preclear investments with your employer, please remember to contact them before instructing trades.
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
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
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
We’ve developed tools to help you explore your options and find the fund, or funds, 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.
