If you have ISAs with multiple providers then managing them could be time consuming. Move them to Fidelity’s fund supermarket and you will:
We’ll also cover up to £500 for any exit fees you may incur. Terms & Exclusions apply.
Don’t forget that when you transfer your ISAs to Fidelity’s fund supermarket you keep all the valuable tax benefits, we just take over the administration of your funds.
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.
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. Some fund managers will apply additional costs when buying or selling their funds.
Please remember eligibility to invest in an ISA will depend on individual circumstances and all tax rules may change in the future. The value of investments can go down as well as up and you may not get back the amount you invest. Fidelity Personal Investing does not give advice. If you are unsure of the suitability of an investment, please contact an authorised financial adviser.
Our UK-based Fidelity Personal Investing team may call you to help you with any queries you may have concerning the process.