Dealing & managing cash

• Adding money
  • How do I add cash?
  • Can I buy investments using the cash on my account?
  • How can I pay for an investment?
  • How can I use cash on my account?
  • How long does it take for a deal into an investment to settle?
  • Do you have any minimums for an Investment Account?
  • Who should we make a cheque payable to?
  • When using a debit card, how long does it take for the money to leave my bank account?
  • Do you have any minimums for ISA investments?
  • Can I sell holdings from an Investment Account and reinvest the money in an ISA for someone else?
  • How can I see if my buy deal has gone through online?
  • How do I cancel my deal if I change my mind?
  • Who can contribute to a Junior ISA?
  • How do I add money to cash within my pension account?
  • How can my employer make contributions to my pension?
  • Why do you need to verify me to add money?
  • Does the Junior ISA have access to the cash account?
  • Can I phase my investment?
  • Can I contribute to someone else’s Investment Account?
  • Can I deal in a foreign currency?
  • What is a cheque payment slip?
  • Who can pay into a trust?
  • Can someone else contribute to my pension?
  • Does the Junior ISA have access to your share dealing service?
  • How do I add money to cash within a Junior SIPP?
  • Do you accept banker’s drafts or building society cheques?
  • What are the minimum contributions to open a pension account?
  • How can I set up a pension funded by my employer?
  • How I can set up contributions into a Junior SIPP?
  • I work as a sole trader or partner. Can I make pension contributions from my business account?
• Opening an account
  • How can I open an ISA?
  • How can I open an Investment Account?
  • How do I open a Junior ISA?
  • How do I open a SIPP?
  • What verification do you need for me to open an ISA or Investment Account?
  • What do I need to open an account?
  • How can I open a pension account?
  • How do I open a Charity account?
• Placing a deal
  • When will you carry out my purchase?
  • What is a Bed & ISA?
  • Can I change the funds I’ve invested in?
  • Do you charge for switching?
  • How do I open a trust account?
  • What is the cut-off time for placing a deal on my pension?
  • How do I switch within an existing trust?
  • How do I sell from an existing trust?
  • Can I switch funds within my pension?
  • What is the difference between a switch and a rebalance on my pension?
  • What happens during a Bed & ISA?
  • What types of trusts does Fidelity support?
  • Do I have the option to phase my investment for a Bed and ISA?
  • How do I top up into an existing trust?
  • Why has my rebalance instruction not been placed?
  • What verification do you need for a trust account?
  • How do I switch within an existing company account?
  • Why can't I switch my Exchange Traded Product (ETP)?
  • How do I sell from an existing company account?
  • How do I top up into an existing company account?
  • How do I open a company account?
  • What verification do you need for a company account?
• Withdrawing money
  • How do I withdraw cash?
  • How do I sell my investments?
  • How do I close my account?
  • How long does it take for money from a sell instruction to reach my bank account?
  • Why can't I invest or withdraw the full amount of cash on my account?
  • When will you carry out my sell instruction?
  • Are there any charges for withdrawals?
  • How do I sell from my share dealing investments?
  • How do I tell you which bank account I would like my money to be paid to?
  • Is there a minimum or maximum I can withdraw?
  • Will I get any paperwork once I have closed my account?
  • Why is there a delay in receiving my money?
  • What happens to any dividends on my account after I have sold it all?
  • What is a settlement period?
  • How will you pay me my money?
  • Why has my money been paid to cash rather than my bank account?
  • Can I request to be paid by cheque for a withdrawal?
  • Why are you sending me money even though my account is closed?
  • Can you pay money to a third party?
  • Can I have money paid to me in another currency?
  • How can I change my bank details for my pension income?
  • How long does it take for you to pay a tax-free cash lump sum?
  • Can I take my pension under the Small Pots rule as a lump sum?
  • Can I withdraw if I live overseas?
  • Can you pay money directly to a charity?
  • Do you sell funds proportionally in order to pay tax-free cash lump sum?
  • What retirement income options do I have?
  • How can I start taking a regular income from my pension?
  • Can I access my pension early due to a terminal illness?
  • Can you remove a small balance left on my account?
  • Can I select which investments I want to use for drawdown?
  • How can I amend my regular income for my pension?
  • Can I purchase an annuity with my pension held with you?
  • How do you arrange sells to cover my regular pension income?
  • How is my pension income taxed?