Ongoing enhancements

As you’ll have noticed, we’ve been carrying out a major programme of enhancements to our website and there are more to come. We are listening to your feedback and our investment platform will continually evolve to ensure it meets your needs, so keep an eye out for tweaks and new features.

Here are some of the things we’ve delivered, as well as other features in the pipeline.

Measure account performance using Annualised Return

We have introduced a new way to measure the performance of your Investment ISA or Investment Account, showing how your investments have grown since you’ve held them, expressed as an average annual percentage. It gives you a snapshot of how your whole portfolio is performing and lets you compare it easily to things like cash savings rates.

How-to guides

We’ve created a suite of helpful How-to guides which explain how to complete the most frequently undertaken tasks on our website.

Sell to bank introduced

Withdrawing money to your bank account used to be a two-stage process. Now you can choose to have the money from the sale of investments paid directly to your bank account or into our cash facility where you can choose to reinvest it at a later date. This has reduced the average time taken to receive your money.

Increased prominence of log out button

We have made the log out button more prominent for desktop users who were finding it difficult to locate. This makes it easier for you to log out of your account.

Income report feature added to transaction history

We have introduced an income report feature within transaction history that enables you to quickly filter and view income related transactions for a specified time period.

Change of address online

You can now change your address quickly and easily by filling out a form on the website.

Improved performance explanation in account summary

We have introduced a Total Return figure and added information tooltips on account summary, making it easier for you to see how your portfolio is performing.

Introduced merging of assets in investment grid

The Your Investments table on account summary now groups together investments held across all your accounts, whether an Investment ISA, Investment Account or Self-Invested Personal Pension (SIPP). You can now quickly see the total number of units held for each asset.

Coming soon

Purchasing shares

From Q1 we are introducing the option to purchase shares as part of our new share dealing service. This will be introduced in stages starting with the FTSE 100 and FTSE 250. FTSE All Share, bonds and international equities will be added in Q2.

Purchasing investments

Customers who have accounts that are yet to be upgraded to the new service are currently unable to purchase investments online. If this affects you and you want to continue making one-off purchases, please call us on 0333 300 3350 and we can do this for you. This facility will be available online in Q2.

How-to guides required

As we continue to introduce new functionality, additional How-to guides on how to use the website are being introduced. A new guide on how to understand investment performance will be made available in Q1.

Performance figures on account summary screen

We will be including annualised return and additional improvements to performance tooltips on your account in Q1.

Linking accounts

You will be able to link accounts, and view transactions and access documents for those accounts, in Q2.

Transaction history for linked accounts

Some customers are unable to view the transaction history for their linked accounts. We are working towards resolving this in Q1.

Other information

iPad app withdrawn

The introduction of our new and improved website offers you all the available features of the iPad app as well as online dealing, transaction history and secure messaging. Both Android and iPad users can access the full Fidelity service by logging in to their account via their device browser.

iPhone app - unable to transact

The iPhone app does not currently offer (nor has it offered historically) the ability to buy, sell or switch investments. We are continuing to monitor customer behaviour and demand for this service however there are no immediate plans to introduce transactions to the app in the near future as our new mobile-friendly website offers all of this functionality.

ISA plan years

The consolidating of accounts opened over separate tax years has brought Fidelity into line with current practice for most investment companies, as it can make it easier to manage the account as a whole.

Fidelity has been licensed by FTSE International Limited to use the name FTSE 100, FTSE 250 and FTSE All Share Index.