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Wake up your old ISAs

Important information - please keep in mind that the value of investments can fall as well as rise, so you may get back less than you invest. Tax treatment depends on individual circumstances and all tax rules may change in the future. 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.

Get your money working harder

If you have ISAs with other providers, moving them to our Stocks & Shares ISA could help you to get your money working harder. With a wide range of investment options you’ll have more ways to help your money grow, as well as a clear picture of your investments with everything under one roof.

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Easier

Just one company to deal with, saving you time and hassle.

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A wealth of choice

Thousands of funds and shares to choose from to help you reach your investment goals.

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Lower costs

It could be cheaper, if our service fees are less than you're currently paying.

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Exit fee cover

We cover any exit fees your current provider may charge, up to £500 per person. *T&Cs apply.

Our Stocks and Shares ISA can also make a great home for your cash ISAs if you’re looking for higher returns. This isn’t guaranteed however, and you’ll need to be prepared to accept more risk, as investments can go down as well as up.

* Read the exit fee T&Cs.

Get a £20 to £500 John Lewis & Partners e-gift card

Wake up your ISAs by transferring them to Fidelity.

Remember, bringing any ISAs across to us from previous tax years won’t affect this year’s £20,000 tax-free ISA allowance. 

Plus if you apply to transfer by 20 April 2020 you’ll get a £20 to £500 John Lewis & Partners e-gift card (exclusions, T&Cs apply). 

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What value e-gift card could I get?
E-gift card offer terms and conditions

Start your ISA transfer

Our straightforward transfer process makes it easy to bring your investments together - just tell us where they’re currently held and we’ll do the rest

Keep things simple

Once you request a transfer, we’ll contact your provider and arrange for your investments (or cash) to be brought into your Fidelity account

Stay invested

We’ll keep you invested in your current funds or shares if we have the same ones on our platform.

Flexible

If we don’t have the same ones, your investments will be sent to us as cash, which you can then invest as you wish.

If your investments are moved to us as cash, you’ll 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. If you transfer shares in classes that aren’t supported by Fidelity, they’ll be sold and the proceeds will be reinvested in supported share classes, meaning you’ll be out of the market for a short period, and may have to pay additional costs as a result.

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How long does it take?

Applying online only takes a few minutes, and if your current providers are using an industry-accepted, up-to-date transfer service, then the transfer should take less than six weeks.

Please remember that once the transfer has begun, you’ll be unable to switch, top up, or sell the investments you’re moving until the process is complete.

We’ll let you know when everything is done.

A guide to moving investments

Before making your decision, please read our transfer guide:  'Moving your investments to Fidelity' which explains the options available and gives you the important information you need to know.

Open the 'Moving your investments' guide
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Need more time to decide if transferring is right for you?

We promote transfer offers on a regular basis. However, it’s important that you take enough time to decide whether transferring an investment to us is right for you. 

Leave your name and email address through the form below and we’ll notify you when our next ISA transfer offer begins.

 

ISA Transfer FAQs

What are the Fidelity ISA transfer rules?
Which individual shares can I transfer to Fidelity?
When can I transfer my ISA?
How long does an ISA transfer take?
Can you transfer a cash ISA to stocks and shares ISA?
Can you transfer an ISA to another person?

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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.