Investment transfer service

Our investment transfer service helps you bring your ISAs, funds and eligible pensions together so you can manage them all in one place. All you have to do is tell us where your investments are currently held and we'll take care of the rest. Once you have given us your permission, we will contact your existing providers and let you know once everything is done.

After you have brought your investments together you will have:

  • All of your investments in one online account
  • One login to remember, and one number to call
  • A single statement with everything on it

Please be aware that 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.

Fidelity Personal Investing 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 authorised adviser.

Please remember the value of investments can go down as well as up and you may not get back the amount you invested.


Transfer ISAs and funds

Bring all your ISAs and funds together in three easy steps

Transfer pensions

Bring your pensions together today