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 transfer process makes it easy to bring your ISA 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.

Why choose Fidelity

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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.