Transfer your funds today

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Our simple online application process will generate a pre-filled application form based on the information you provide. Take care entering this information as we are unable to check it and incorrect applications will be rejected. Please note you cannot currently transfer a Junior ISA to us.

Please have the following items to hand before you start your transfer:

Green tick Your Customer Reference Number and PIN — if you are an existing Fidelity customer

Green tick Fund statements — or a piece of communication from each individual company that shows the account details of the investments you hold

Green tick Your National Insurance number — if any of your holdings are held within an ISA

Green tick Your fund choice — if you are planning to transfer your holdings it is worth knowing this before you start

Green tick Your bank account details — if you want any income generated by your funds to be paid out to you


If you are unsure about your transfer please read our guide to moving your investments to Fidelity

Our UK-based Fidelity Personal Investing team may call you to help you with any queries you may have concerning the process.

Here to help

If you want help transferring your ISAs we can help. Our UK-based customer service centre is waiting to take your call.

Here to help

0800 085 4263

We're here Monday to Saturday, 9am to 6pm.