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Transfer investment account

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

Important information - the value of investments can go down as well as up so you may not get back what 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.

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 investment accounts, ISAs or pensions 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

Start your investment account transfer

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 offer the same investments, or a similar version.
  • 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

  • If your current providers are using an industry-accepted, up-to-date transfer service, then it could take up to 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.

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.

Important information - It’s important to keep in mind that the value of investments can go down as well as up, 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.

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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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 IA cashback offer begins.

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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.