Transfer your ISA

Start your ISA transfer in just a few simple steps.

Our straightforward transfer process makes it easy to bring your ISA savings together. It’s free to transfer, and we’ll even cover any exit fees you may incur, up to a total of £500 per person.  T&Cs apply.

How to transfer your ISA to Fidelity

  • Apply online in just a few minutes
  • We'll contact your providers and arrange for your investments (or cash) to be brought into your Fidelity account
  • This could take between two to six weeks and 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

How it works

  • We'll keep your money invested in your chosen funds, as long as we have the same funds in our investment range
  • If we don't have the same funds available, we'll have your investments sent to us as cash, which you can then move into any of the funds in our range

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.