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Transfer your US stock plan shares to Fidelity

Welcome to our dedicated page which will help you move your Stock Plan Account shares in the US with Fidelity Stock Plan Services (SPS) to a new investment account with Fidelity in the UK.

Important information - Remember that investment values can go down as well as up, so you may get back less than you invest. Tax treatment depends on individual circumstances and tax rules may change. You cannot normally access money in a pension until age 55 (57 from 2028). This information is not a personal recommendation for a specific investment. If you’re not sure which investments are suitable for you, consult one of Fidelity’s advisers or another authorised financial adviser.​​​​

Stock plan support

For help with your Stock Plan please choose from one of the numbers below:​

SPS support in US

You can contact Fidelity Stock Plan Services from 8am - 8pm weekdays (excluding New York Stock Exchange holidays, except Good Friday). Please have your NetBenefits username or Participant ID ready.

Transferring your shares to Fidelity in the UK​

For help and support on moving your shares to the UK, our hours are 8:30am - 5:30pm Monday to Friday.