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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 - the value of investments can go down as well as up so you may not get back what 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 an authorised financial adviser.

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

Thousands of funds and shares to choose from to help you 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 cover any exit fees your current provider may charge, up to £500 per person. *T&Cs apply.

Transfer and get cashback

Keeping track of investments across different providers can be time‑consuming and difficult. Moving them to Fidelity could make them easier to manage and help get your money working harder.

Plus If you apply to transfer your ISAs, pensions or investment accounts to us by 6 Oct 2022, you’ll receive £100 to £1,500 cashback as a thank you from us.  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

Keep things simple

Once you request a transfer, we’ll contact your provider and arrange for your investments (or cash) to be brought into 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 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. If you transfer shares in 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.

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.

However, some transfers may take longer than usual due to the impacts of the current restrictions brought about by the Coronavirus.

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.

Need more time to decide if transferring is right for you?

Leave your name and email address through the link below and we'll notify you when our next ISA cashback offer begins.

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 an authorised financial adviser.