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ISA transfer

Moving your ISAs to us is straightforward and gives you access to all the benefits of our award-winning Stocks and Shares ISA.

Important information - please keep in mind that the value of investments can go down as well as up, so you may get back less than you invest. Tax treatment depends on individual circumstances and all tax rules may change in the future. 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 one of Fidelity’s advisers or an authorised financial adviser of your choice.

Transfer an ISA

You might be thinking about transferring your ISAs held with other providers to us. Or perhaps you want to know a bit more about our transfer process. If you like the idea of having access to the benefits of our award winning Stocks and Shares ISA and a wide range of funds, shares, exchange-traded funds (ETFs) and investment trusts, then transferring your ISAs could be worth considering. We can also give you a helping hand with any exit fees your current provider may charge. T&Cs apply. 

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Easier

Just one company to deal with, saving you time and hassle.

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A wealth of choice

Wide range of funds and shares giving you more ways to reach your investment goals.

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Lower costs

It could be cheaper, if our service fees are less than you're currently paying.

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Exit fee cover

We’ll cover up to £500 if your current provider(s) charge exit fees. T&Cs apply.*

Transfer and get cashback

If you’ve got ISAs spread across different providers, moving them to Fidelity can help you take control and get your money working harder. Plus, if you apply to transfer your ISAs, pensions or other investments to us by 1 April 2024, you’ll receive £200 to £2,000 cashback - just to say thank you. Exclusions, T&Cs apply.

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How much cashback can I get?
Cashback offer - terms and conditions

Starting your ISA transfer

Our transfer process makes it easy to bring your investments together - just tell us where they’re currently held and we’ll do the rest.

Simple

Once you request a transfer, we’ll contact your provider and arrange for your investments (or cash) to be moved to your Fidelity account.

Stay invested

We’ll keep you invested in your current funds or shares if we have the same ones on our platform.

Flexible

If we don’t have the same ones, your investments will be sent to us as cash, which you can then invest as you wish.

Important information - If you transfer share classes that are not supported by Fidelity, they will be sold and moved to us as cash. If your investments are moved to us as cash, you will 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.

To learn more about our straightforward, flexible pricing, please visit our fees and charges page.

How to transfer an ISA

You can transfer your ISA following these straightforward steps. If you don’t have an ISA with us, you’ll need to open one first, we’ll help you to do that. If you do have one, you’ll need to login.

Step 1: Get your details ready
Step 2: Tell us where the ISA is
Step 3: Wait for confirmation
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How long does an ISA transfer take?

If your current providers are using an industry-accepted, up-to-date transfer service, then the transfer should take less than eight weeks.

Please remember that once the transfer has begun, you’ll be unable to switch, top up, or sell the investments you’re moving until the process is complete.

We’ll let you know when everything is done.

Boring Money Best Buy ISA

We’re proud to have been recognised with the coveted Boring Money Best Buy ISA award for the last two years running - compiled using customer reviews and Boring Money’s own rigorous testing, charges and customer service evaluations - recognising all-round excellence. 

See our awards
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ISA transfer FAQs

What are the Fidelity ISA transfer rules?
Does transferring an ISA count as opening a new one?
How many times can I move my ISA?
Why should I transfer my ISA?
Which individual shares can I transfer to Fidelity?
When can I transfer my ISA?
How long does an ISA transfer take?
Can you transfer a Cash ISA to a Stocks and Shares ISA?
Can you transfer an ISA to another person?

A guide to moving investments

Before making your decision, please read our transfer guide:  'Moving your investments to Fidelity' which explains the options available and gives you the important information you need to know.

Open the 'Moving your investments' guide
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Important information - 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 one of Fidelity’s advisers or an authorised financial adviser of your choice.