We will contact your current providers and arrange for your ISAs to be brought into your Fidelity account.
- If your funds are available on our fund supermarket, we will simply take over their administration, so you keep the same funds.
- If they aren't available, we will have your ISAs sent to us as cash and we will place it in the Cash Park. You can then move your money into any of the funds in our range and you'll not pay any switching fees. Please note though Fidelity does not charge to switch, some fund managers will apply additional costs when buying or selling their funds.
- When we request the transfer of money from your current provider we will ask for the entire account value. We are unable to accept partial transfers.
- If you currently hold the funds in a ‘bundled’ charging structure, we will need to carry out a switch as part of moving your money into the clean structure of the same funds. You will be out of the market for the period of the switch which can take up to 2 working days so you could miss out on growth and income if the market rises during this time. Please note, you will probably have a different number of units in the fund after you move as the prices of bundled and clean share classes are normally different. For more information on bundled and clean charging, please click here.
Bid-offer spreads may apply on dual-priced funds. This means that a lower price for a sale than a purchase is offered. To understand the size of this spread, refer to the bid and offer prices on the clean share class fund factsheet.
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.
New rules by the FCA (Financial Conduct Authority) mean it's now even easier for you to move your investments to Fidelity’s fund supermarket, so you can look after everything in one place.
Please note eligibility to invest 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. Fidelity Personal Investing does not give advice. If you are unsure of the suitability of an investment, please speak to an authorised financial adviser.
Transfer your investments in three easy steps: