Account information

• Documents & account history
  • How do I check the value of my account?
  • How do I view my documents online?
  • How do I view my transactions online?
  • Can I see all of my account history information online?
  • How often will I receive statements?
  • How can I view the transaction history of my pension?
  • How long do documents stay on my account?
  • Do all the holders on a joint account receive correspondence?
  • Can I switch off email notifications for new documents?
  • What happens to my Junior ISA when I turn 18?
  • Can I request an illustration on my pension?
  • Do you offer employee compliance reporting for employers?
  • Can I send duplicate contract notes to anyone?
  • How can I send a copy of my holdings and transactional information to a third party?
  • Can I opt out of the duplicate reporting service?
  • Can I send duplicate contract notes to someone who lives overseas?
• Tax
  • When will I get my Annual Tax Voucher?
  • How do I understand the information on my Annual Tax Voucher?
  • What tax information will I receive?
  • How do I get my Capital Gains information?
  • Do I pay tax on an ISA?
  • What happens if I exceed my ISA allowance?
  • Do I pay tax on an Investment Account?
  • What tax relief do I get on my pension?
  • What is Capital Gains Tax?
  • How do Fidelity reclaim tax relief on the SIPP?
  • How do I claim additional tax relief on my pension?
  • How is income tax taken from my investments?
  • Does your Capital Gains Tax reporting option apply to investments held in your online share dealing service?
  • Do you need to know my tax code?
  • Does Fidelity offer tax advice?
  • How much can I contribute into my pension each year?
  • When will tax relief be paid into my SIPP and how will it be invested?
  • When will my P60 be made available?
  • Does Fidelity need to see my P60 for my pension account?
  • What is Carry Forward?
  • When is tax relief applied to the investment within my pension?
  • Do I pay tax on an ISA or a pension?
  • When do I pay stamp duty tax?
  • How can I update my tax code with you for my pension income?
  • What happens if I exceed my Lifetime Allowance?
  • What happens to any regular contributions when a Junior ISA matures?
  • Why do I not have a P60?
  • What is the Money Purchase Annual Allowance (MPAA)?
  • What is the Tapered Annual Allowance?
  • If I have exceeded my pension allowance, what are my options?
  • If I have started to take income from my pension can I still make contributions?
  • How is the Money Purchase Annual Allowance (MPAA) triggered?
  • What is the limit of the Money Purchase Annual Allowance?
  • What is the Lifetime Allowance?
  • How do I apply to use Carry Forward?
  • If I am subject to the Tapered Annual Allowance do I need to inform you of my reduced annual allowance?