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Transfer your ISAs

Keeping track of ISAs held with different companies can be both complicated and costly, but we make it easy to bring your savings together. Just tell us where they’re currently held and we take care of the rest.

Important information - please keep in mind that the value of investments can fall as well as rise, so you may get back less than you invest. 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.

How to transfer your ISAs to Fidelity

Keep things simple

Having ISAs spread across multiple companies can be both time-consuming and costly. Bringing them together means less stress and less paperwork.

We do the hard work

Our straightforward transfer process makes it easy to bring your investments together — just tell us where they’re currently held and we’ll take care of the rest.

No transfer fees

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 it works

Once you request an ISA transfer, we’ll contact your providers and arrange for your investments (or cash) to be brought into your Fidelity account

We’ll keep your money invested in your chosen funds or shares, as long as we have the same investments on our platform. View our list of shares

If we don’t offer the same investments, we’ll have your investments sent to us as cash, which you can then move into any of the funds or shares in our range

How long it takes

Applying online only takes a few minutes, and if your current providers are using an industry-accepted, up-to-date transfer service, then it could take up to six 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

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.

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.

Cashback offer

Receive £20 to £1,000 cashback if you apply to transfer your ISAs, pensions or other investment accounts to us by 6 December 2019.

You transfer You get
£10,000 - £24,999 £20
£25,000 - £49,999 £50
£50,000 - £99,999 £100
£100,000 - £149,999 £250
£150,000 - £399,999 £500
£400,000 - £499,999 £750
£500,000 or over £1,000

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

Cashback offer - terms and conditions

The maximum cashback we'll pay is £1,000 but not all customers will receive this amount. The actual cashback you'll receive is dependent on the total value of your transfer. The minimum amount you must transfer to be eligible for cashback is £10,000. If you move your assets to another provider within 18 months of completing your transfer, Fidelity reserves the right to reclaim any payments which were made to you as part of this offer.

If you transfer in cash, the provider you are transferring from will sell your investments and send the proceeds directly to us. We will hold them as cash within your account until you decide what you would like to invest in.

This offer is valid for qualifying applications received between 4 October to 6 December 2019.

Full terms & conditions

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 cashback offer begins.

 

 

ISA Transfer FAQs

What are the Fidelity ISA transfer rules?
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 stocks and shares ISA?
Can you transfer an ISA to another person?

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Why choose Fidelity

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All your investments in one secure place

One login, one online statement, one number to call — and one simple fee.

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Value for money

Our typical service fee is 0.35%, but by bringing your investments together you could qualify for our Wealth service, one of the benefits of which is a 0.2% service fee.

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No exit fees

We don't charge exit fees if you wish to transfer out of Fidelity. For transfers in however, we will cover any exit fees your current provider may charge, up to a total of £500 per person. T&Cs apply*

*£500 back on exit fees, terms and conditions

A guide to moving investments

Find out more about moving your investments to Fidelity with our handy guide.

Open the 'Moving your investments' guide
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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.