Secure account management

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.

Why register for Account Management?

Mobile accountGet up-to-date account valuation of your funds

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.

See how much total return you have made

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.

Watch your portfolio take shape

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.

Keep in touch with secure messaging

Contact us in complete privacy and we'll send you account sensitive information that could not be included in a normal email.

Access your documents quickly and securely

Our document delivery service stores copies of important documents so you can reduce the amount of paperwork you store at home.

How to register for Account Management

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.

Here to help

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

Here to help

0333 300 3350

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

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