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Before you start, you will need:

  • Your Customer Reference Number. You can find this on your Valuation and Statement letter.
  • Your National Insurance number or account number. You can find your National Insurance number on your payslip, P60 or tax letters. Your account number can be found on any transaction confirmation letter. If you don't have a letter, please call us and we can tell you your account number.
  • Access to your email address so we can verify it for when we need to contact you
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Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.

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