One statement. One username. Manage all your investments on one of the UK's leading fund supermarkets.
Our investment transfer service makes it easy for you to bring everything together. Just tell us where your other ISAs and funds are and we'll contact the companies on your behalf. All you have to do is check, sign and return the forms to us and we'll take care of the rest. Before you apply please read the Moving Your Investments Guide.
We’ll also cover up to £500 for any exit fees you may incur. Terms & Exclusions apply.
If you have ISAs with another provider, we’ll pay you £100 to £1,000 cashback if you decide to transfer them to us (terms and conditions apply).
Then, once you’ve finished, you could be eligible for more cashback by transferring any pensions over to us.
In addition to any extra cashback you may receive, the added bonus is that by managing all of your investments in the same place, you make your life a whole lot simpler.
your investment funds
To apply it only takes a few minutes to fill out the form, and once you’ve submitted your application we’ll take care of the rest.
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.
Please remember the value of tax savings 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.
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. There will also be a bid-offer spread on dual priced funds.
Fidelity Personal Investing does not offer advice. If you are unsure of the suitability of an investment, please contact an authorised financial adviser.
The maximum cashback we’ll pay is £1,000 but not all customers will receive this amount. The actual cashback you’ll receive is dependent on the total value of your transfer. The minimum amount you must transfer to be eligible for cashback is £50,000. If you move your assets to another provider within 18 months of completing your transfer, Fidelity reserves the right to reclaim any payments which were made to you as part of this offer. Assets held in an existing Fidelity pension, including the Fidelity Personal Pension provided by Standard Life, the EBS SIPP and any defined contribution pension scheme held through Fidelity are not eligible for the cashback offer. This offer is valid for qualifying applications received between 30 December 2016 and 03 March 2017.
Our UK-based Fidelity Personal Investing team may call you to help you with any queries you may have concerning the process. Use this form if you would like to request a call back at a specific time.