Fidelity Stocks & Shares ISA

The 2018/19 Fidelity Stocks and Shares ISA makes it easy for you to shelter up to £20,000 from the tax man, and invest it in a broad range of investment options such as funds, shares and investments trusts.

Our Stocks and Shares ISA

  • Pay no income or capital gains tax on your returns
  • Start a regular savings plan from just  £50 per month
  • Option to hold as cash until you are ready to invest
  • Wide investment choice from leading UK providers including Rathbone, Baillie Gifford & Fundsmith
  • Tools to help you choose your investments, or the freedom to select your own

Why Fidelity?

  • Easy online purchase
  • Clear and simple pricing
  • Award-winning approach to investing
  • Highly trained UK based helpdesk for any and all questions
  • Ability to hold all your ISAs and SIPPs together in one online account

The value of investments can go down as well as up so you may get back less than you invest. The value of tax savings and eligibility to invest in an ISA depend on personal circumstances. All tax rules may change in future.

“I’ve had lots of assistance from Fidelity. Dealing with them has been very easy.” 
- Fidelity customer

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ISA FAQs

What is a stocks and shares ISA?
What is the 2018/19 ISA allowance?
What is the minimum amount needed to open an ISA?
Can I contribute to an ISA for someone else?
What happens to my ISA if I die?

Need more guidance?

Useful information on what you can invest in and how we can help you choose investments.

Download the helpful ISA guide
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This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.

Our service fee structure

We believe in giving you great value, so we charge an annual service fee, payable monthly, based on the value of all your investments. We add all your accounts together before we work out which fee band you’re in, meaning we’ll charge you the lowest rate.

The chart below shows how this fee changes, as your investments increase.

Total value of investments    Service fee (annual amount or rate)
Less than £7,5000.35% if you have a regular savings plan or £45 if you don't
Less than £7,500, held in a Junior ISA/SIPP0.35% if you have a regular savings plan or £25 if you don't
£7,500 or more but less than £250,0000.35%
£250,000 or more but less than £1 million0.20%
£1 million+0.20% a year for the first £1 million and no service fee for investments over £1 million. This means the maximum fee you will ever pay for all of your personal accounts is £2,000 a year.

The same service fee is charged across all of your investments. So, if you hold £300,000 - the fee would be 0.20% across the full amount, and not 0.35% on investments under £250,000 and then 0.20% a year on the remaining £50,000. For exchange-traded instruments including investment trusts, this is capped at £45. There is no service fee for these investments held in the Fidelity Investment Account.

Read the guide

Find out more about our fees and charges

Download our Fidelity Pricing Guide
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