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Stocks and Shares ISA

Make the most of saving for tomorrow by investing in a Stocks and Shares ISA with Fidelity.

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. 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.

Wake up your old ISAs

If you have ISAs with other providers, moving them to our Stocks & Shares ISA could help you to get your money working harder. With a wide range of investment options you’ll have more ways to help your money grow, as well as a clear picture of your investments with everything under one roof.

Our Stocks and Shares ISA can also make a great home for old cash ISAs if you’re looking for potentially higher returns, although this isn’t guaranteed and you’ll need to be prepared to take more risk as investments can go down as well as up. 

Get a £20 to £500 John Lewis & Partners e-gift card

Wake up your ISAs by transferring them to Fidelity.

Remember, bringing any ISAs across to us from previous tax years won’t affect this year’s £20,000 tax-free ISA allowance. 

Plus if you apply to transfer by 20 April 2020 you’ll get a £20 to £500 John Lewis & Partners e-gift card (exclusions, T&Cs apply). 

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What value e-gift card could I get?
E-gift card offer terms and conditions

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.

Exit fee cover

We cover any exit fees your current provider may charge, up to £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.

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.

 

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

We promote transfer offers on a regular basis. However, it’s important that you take enough time to decide whether transferring an investment to us is right for you. 

Leave your name and email address through the form below and we’ll notify you when our next ISA transfer 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?

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.