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Investment Account

Access a wide range of investment opportunities beyond your tax-efficient allowances.

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.

Make life simpler

Keep things simple

Having investments 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 a transfer, we’ll contact your providers and arrange for your investments 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.
  • You can only transfer investments to us that we currently offer. You can check this at the start of the transfer process.
  • If you request a transfer to us and you have investments we don't offer, you will need to sell them yourself then transfer the proceeds to us as cash. This may trigger a Capital Gains tax liability, so please speak to a tax adviser before you sell.

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 you choose to sell your investments and move them to us as cash, you’ll be out of the market while you do this, so you could miss out on growth and income if the market rises during this time. 

If you hold cash in the account that you're transferring to us, this will be moved across and held as cash in your Fidelity account.

If you hold shares in an Investment Account you're planning on moving to Fidelity:

  • You can only transfer shares to us that we currently offer. You can check this at the start of the transfer process. 
  • If you have shares that we don't offer, you will need to sell them before you request your transfer. The proceeds can then be sent to us as cash. This may trigger a Capital Gains tax liability, so please speak to a tax adviser before you sell.

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.

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.

E-gift card offer

Receive a £20 to £500 John Lewis & Partners e-gift card if you apply to transfer your Investment Account to us by 20 April 2020. 

Total transfer value

John Lewis & Partners e-gift card value

£10,000 - £14,999

£20

£15,000 - £24,999

£30

£25,000 - £49,999

£50

£50,000 - £99,999

£100

£100,000 - £149,999

£250

£150,000 or over

£500

We’ll also cover up to £500 of your provider(s) charge exit fees ( T&C apply).

E-gift card offer terms and conditions

The maximum e-gift card value you can receive is £500 but not all customers will get this amount. The actual e-gift card value you'll receive is dependent on the total value of your transfer. The minimum amount you must transfer to be eligible for e-gift card is £10,000. If you move your assets to another provider within 18 months of completing your transfer, Fidelity reserves the right to reclaim the value of the e-gift card sent to you as part of this Offer.

This offer is valid for qualifying applications received between 17 January to 20 April 2020.

Full terms & conditions

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 account to us is right for you. 

Leave your name and email address through the form below and we’ll notify you when our next investment account transfer offer begins.

 

A guide to moving investments

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

Read the moving 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.