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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:​

US stock plan assistance

For help with your US stock plan please call Fidelity Stock Plan Services. The lines are open 24 hours from Monday to Friday. Lines are closed on weekends and holidays when the New York Stock Exchange is closed.

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.

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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 or Product Summary document which contains important information about the fund.

This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP.

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