Account Management is a secure area of our website where you can access all your account details, place deals and view balances. It’s easy to access with one online PIN and password which you create and only you know.
View all your holdings on one screen, including those of your spouse and other family members (with their permission, of course). View your ISA holdings, investment funds, SIPPs and any cash holdings on one screen.
We calculate the annualised return for your accounts and show a simple total return figure for each fund holding - so you no longer have to calculate the performance of your funds yourself.
Our Portfolio X-Ray™ provides an in depth analysis of your holdings, showing your investments by asset type, industry sector, and geographic region, as well as how asset classes are balanced across your portfolio.
Contact us in complete privacy and we'll send you account sensitive information that could not be included in a normal email.
Our document delivery service stores copies of important documents so you can reduce the amount of paperwork you store at home.
Simply click on the link below and follow the instructions. You will need to set up a Personal Identification Number (PIN) and a password. If you are already an investor with Fidelity it's worth having your Customer Reference Number and Account Number to hand.