• Funds, Trusts & ETFs
  • Transfer funds

Transfer funds

Transfer funds

Making it easier to manage your investments

When you’re investing with different providers, keeping track of your money can be tricky, but with our fund supermarket life’s a lot easier.

Keep track of your money

Move your funds

Our simple online tool will generate a pre-filled application form based on the information you provide. If you have investments with multiple providers then managing them could be time consuming. Move them to Fidelity and you will:

  • have more time - You only need to contact one company, that means; one number to call, one login to remember, and one statement to review
  • get a wider choice - Access to over 2,000 investment options from 100 providers

We’ll also cover up to £500 for any exit fees you may incur. Terms & Exclusions apply.

And as an added bonus we’ll pay you up to £1,000 cashback on the investments you move to us. Terms and conditions apply.

Currently, completion times can be between 4-6 weeks but could be considerably longer as the transfer is reliant on prompt action by other providers whose time frames can be variable. Please note that once the transfer begins you are unable to switch, top up or sell your funds until the process is complete. We will send you a confirmation letter once everything is done.

Before you apply please read the Moving Your Investment to Fidelity important information document. This contains all the information about the re-registration and transfer process that you need to consider before making a decision.

Important information

Please remember the value of tax savings in an ISA depends on individual circumstances. All tax rules may change. The value of investments can go down as well as up and you may not get back the amount you invest.

Please note that when transferring your ISA as cash you will be out of the market while your money is being transferred, so you could miss out on growth and income if the market rises during this time. However, there is also a chance that you will benefit if the market falls while your money is being transferred. There will also be a bid-offer spread on dual priced funds.

Fidelity only gives information about products and services and does not provide investment advice based on individual circumstances. If you are unsure of the suitability of an investment you should speak to an adviser.

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Our UK-based Fidelity Personal Investing team may call you to help you with any queries you may have concerning the process. Use this form if you would like to request a call back at a specific time.

Learn how to use our Consolidation Service

Investment guide

Here to help

If you have any questions, please call our freephone UK-based team.

Here to help

0333 300 3350

Monday to Friday, 8am to 6pm,
Saturday 9am to 6pm.

Please be aware that Fidelity Personal Investing does not give advice. If you are unsure of the suitability of an investment, please contact an authorised financial adviser.

Important information about the cashback offer

The maximum cashback we’ll pay is £1,000 but not all customers will receive this amount. The actual cashback you’ll receive is dependent on the total value of your transfer. The minimum amount you must transfer to be eligible for cashback is £50,000. If you move your assets to another provider within 18 months of completing your transfer, Fidelity reserves the right to reclaim any payments which were made to you as part of this offer. Assets held in an existing Fidelity pension, including the Fidelity Personal Pension provided by Standard Life, the EBS SIPP and any defined contribution pension scheme held through Fidelity are not eligible for the cashback offer. This offer is valid for qualifying applications received between 30 December 2016 and 03 March 2017.

Full terms and conditions

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