Transfer your ISAs today

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Our simple online application process will generate a pre-filled application form based on the information you provide. Please take care entering this information as we are unable to check it and incorrect applications will be rejected.

Please have the following items to hand before you start your transfer:

Green tick Your Customer Reference Number and PIN — if you are an existing Fidelity customer

Green tick Fund statements — or a piece of communication from each individual company that shows the account details of the investments you hold

Green tick Your National Insurance number — if any of your holdings are held within an ISA

Green tick Your fund choice — if you are planning to transfer your holdings it is worth knowing this before you start

Green tick Your bank account details — if you want any income generated by your funds to be paid out to you

 

If you are unsure about your transfer please read our guide to moving your investments to Fidelity

Learn how to use our Consolidation Service

Here to help

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

Here to help

0333 300 3350

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

Please be aware that Fidelity Personal Investing does not give advice. If you are unsure of the suitability of an investment, please contact an authorised financial adviser.