Transfer your ISA

Start your ISA transfer in just a few simple steps.

Make life simpler

Keeping track of all your ISA investments with different companies can be complicated, not to mention costly. Our straightforward ISA transfer process makes it easy to bring your savings 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 ISA 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.

ISA Transfer FAQs

What are the Fidelity ISA transfer rules?

Transferring a Cash ISA to us
Your ISA will be moved into your Fidelity ISA as cash, which you can then choose to invest how you wish. If you selected Cash ISA, but are actually transferring a Stocks and Shares ISA, this may result in your investments being sold.

Transferring a Stocks and Shares ISA to us
If we offer the same investments you currently have they will be transferred to Fidelity as they are. Where we do not offer the same ones - those investments will be sold and moved to your Fidelity ISA as cash to preserve the tax benefits. You can then invest that cash how you wish.

When moving an ISA to Fidelity you have to move all the investments held within it, whether it is the current tax year, previous tax years or both.

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

If you hold any shares in an ISA 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 have to sell them and move them across as cash within your ISA. You can then invest that cash into any of the funds or shares in our range.

Which individual shares can I transfer to Fidelity?

Check our list of shares. Over time, we’ll continue to add more shares to our range.

If you hold any shares in an ISA 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 that we don’t currently offer we’ll have to sell them and move them across as cash within your ISA. You can then invest that cash into any of the funds or shares in our range.

When can I transfer my ISA?

There are no deadlines when it comes to transferring your ISA, so you can transfer your ISA anytime.

How long does an ISA transfer take?

An ISA transfer can usually take up to six weeks to complete but this can vary depending on the handling times of the fund groups or platforms involved in the process. This will also depend on whether they are processed by post or electronically.

Can you transfer a cash ISA to stocks and shares ISA?

You can transfer the cash within a Cash ISA into a Stocks and Shares ISA where you will get the chance to invest in a wide range of funds, investments trusts and Exhange Traded Funds.

Can you transfer an ISA to another person?

No, you cannot transfer an ISA to another person.

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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.