Transfer your investments

Transferring investments to us has never been easier.

Make life simpler

Having investments spread across multiple companies can be both time-consuming and costly. Bringing them together means less stress and less paperwork.

Our straightforward transfer process makes it easy to bring your investments together — just tell us where they’re currently held and we’ll take care of the rest.

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 investments to Fidelity

Please be aware that if you transfer share 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.

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.

Please note: in addition to funds, we also offer a selection of individual shares that you can now hold on our platform in an Investment Account. View our list of shares. Over time, we’ll continue to add more shares to our range.

If you hold any shares in an Investment Account that you’re planning to move to Fidelity:

  • Please check our list of shares before starting the transfer process as we may only be able to move across shares that are on this list.
  • If you start the transfer process and have shares we don’t currently offer, we’ll re-register what we can. You’ll then have to sell your investments and send us the cash directly. You can then invest it in any of the funds or shares in our range.

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Why choose Fidelity

Moving your investments to Fidelity guide

Read the guide

Find out more about moving your investments to Fidelity.

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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.