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What can we help you with?

How do I instruct a Bed & ISA?

If you already hold an ISA and an Investment Account with us, you can complete this instruction online by going to 'Manage Investments' and then 'Bed & ISA' once logged in.

If you already hold an Investment Account, but do not currently hold an ISA with us, you will need to complete a Bed and ISA Form  where you can specify what units to sell and then repurchase. This can then be uploaded to us online using by going to 'Documents & Messages' and then 'Upload forms and documents' once logged in.

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Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.

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