Make sure you have the following information with you:
- Your National Insurance number
- Debit card details (for a single payment)
- Bank or building society details (if you’re planning on setting up a regular savings plan)
Make the most of saving for tomorrow by investing in a stocks and shares ISA.
A Fidelity Investment ISA is an easy-to-manage, tax-efficient stocks and shares ISA. It’s a great way to invest your ISA allowance this tax year, and you can start investing in our broad range of investment options in just a few easy steps.
Or transfer an existing ISA to us with our straightforward, free consolidation service.
It’s important to keep in mind that the value of investments can fall as well as rise, so you may get back less than you invest. Tax treatment depends on individual circumstances and all tax rules may change in the future.
A Stock and Shares ISA (or Investment ISA) is a type of savings account that allows you to invest in a wide range of investments. It is a tax efficient way to save.
To be eligible for a Stocks and Shares ISA, you must be:
If you are not a UK resident, you can still be eligible if you are a crown employee, or your spouse or civil partner is.
You can hold as many Stocks and Shares ISAs as you like across different providers. However, you can only contribute the current tax year allowance into one stocks and shares ISA with one provider.
You can transfer an ISA to us online. The information you provide will be used to contact your existing provider to begin the transfer. Find out more about transferring your ISA
You can contribute to your ISA on a regular basis depending on your preference (monthly, quarterly, six monthly or annually) or as a lump sum amount. These options will be available to you during your process of application.
With more than 45 years’ experience we’ve already earned the trust of over one million UK investors.
Start investing in just a few steps, with 24/7 online access from your computer, tablet or phone.
Save more with low costs, no initial charges and no additional fees to switch or exit.
So what is a Stocks and Shares ISA? A Stocks and Shares ISA is a flexible, tax efficient account for your investments that comes with a range of tax benefits. Returns are exempt from capital gains tax, there is no tax on any income you receive and you don’t need to declare them on your tax return.
Unlike a Cash ISA, a Stocks and Shares ISA enables you to save your yearly allowance in either cash or stocks and shares, or any combination of the two. With a Stocks and Shares ISA, you can invest your money across a whole range of investment funds such as unit trusts, open ended investment companies and corporate and government bonds.
The great thing about the Stocks and Shares ISA’s is the flexibility they offer. They allow you to hold your money in cash if you are concerned about the market’s prospects or investments when you believe they have more potential and you can move easily between the two.
The current ISA allowance for this tax year is £20,000. Do remember that investments always have risks attached and the value of your Stocks and Shares ISA can go down as well as up, so you may not get back what you invest.
Use our PathFinder planning tool to select a ready-made, diversified fund based on your preferred risk level in just three steps.
Choose from a list of top-rated funds hand-picked by our investment experts.
Explore our full range of investment options to find, filter and select your own combination of investments.
These guidance tools are not a personal recommendation in respect of a particular investment. If you need additional help, please speak to a financial adviser. You should regularly reassess the suitability of your investments to ensure they continue to meet your attitude to risk and investment goals.