Managing your account

• Adding an authority
  • How do I remove a Financial Adviser from my account?
  • How do I link an Financial Adviser to my account?
  • Can I give someone authority to speak to you on my behalf?
• Corporate actions
  • How can I view my corporate actions?
  • What is a corporate action?
  • How will I know if I have a pending corporate action?
  • How will I know if I have a corporate action on one of my investments?
  • How do I respond to a corporate action?
  • How will I receive my money or shares from a corporate action?
  • Am I able to change my mind after responding to a corporate action?
  • I hold the same share in my ISA and Investment Account but there are different election options. Why?
  • Will Fidelity advise me on which election option to take on a corporate action?
  • What happens if I don’t respond to a corporate action by the closing date?
  • How do I pay for a corporate action where I've elected to subscribe for new shares?
  • Why is Fidelity’s closing date for responses on a corporate action earlier than the company registrar's deadline?
• Online access & security
  • What do I do if I have forgotten my username?
  • Why can't I log in with my Customer Reference Number and PIN?
  • What do I do if I have forgotten my password?
  • What do I do if I have forgotten my PIN?
  • What do I do if I haven't received a verification email?
  • Why won't you accept the password I have chosen?
  • How does the Financial Services Compensation Scheme apply to cash held in an ISA or an Investment Account?
  • Do I need to have online access to open an account with Fidelity?
  • What is the Fidelity Security key?
  • What do I do if I didn't receive a One Time Code?
  • When should I select 'Remember me'?
  • Why does Fidelity log me out?
  • Why do you use One Time Codes (OTCs)?
  • What is the Cifas Protective Registration?
  • How secure is your website?
  • What do I do if I haven't received a verification text message?
  • How do I use Fidelity Self Service?
• Performance & reporting
  • How do I track performance?
  • How do you calculate my total return?
  • What is a book cost?
  • Why is my performance lower than I expected?
  • What is annualised return?
  • What is realised gain?
  • When does my annualised return start?
  • What is unrealised return?
  • How can I track the progress of a pension transfer?
  • What reference will I see on my bank account when I receive an income payment?
• Personal details & preferences
  • How do I update my address or contact details?
  • Where do I find my Customer Reference Number (CRN)? 
  • What documents are accepted for verification?
  • Where can I find my account number?
  • How do I link a Financial Adviser to my account?
  • How do I update my name?
  • Am I verified now and how can I check that I am?
  • How do I link accounts online?
  • How do I turn off my post?
  • How can I keep my online account secure?
  • Who can certify documents?
  • How can I change my document preferences?
  • How does Fidelity's Anti-Money Laundering (AML) checks work?
  • If I don't have a valid photo ID, what can I use to verify my identity?
  • Do the Anti-Money Laundering (AML) checks apply to all customers?
  • How do I change my marketing preferences?
  • Do I need to provide nationality or national identifier if I will not be investing in reportable assets?
  • How do I remove out of date information, for example an old bank account?
  • How do I update my National Insurance Number?
  • Do you offer any information by text message (SMS)?
  • What will happen if I don’t send the documents you’ve asked for?
  • How do I update my date of birth?
  • What happens if my nationality or my national identifier is not provided for my pension?
  • What do I do if I can’t find the other provider on the list of providers?
  • What are safeguarded benefits?
  • How do I apply for a defined benefit transfer?
  • What is a guaranteed annuity rate?
• Regular savings
  • How can I change my regular savings plan?
  • How can I set up a regular savings plan?
  • Can I set up a Direct Debit to invest?
  • How do I amend my bank details on a regular savings plan?
  • How do I cancel my regular savings plan?
  • What are the minimum investment amounts?
  • How many regular savings plans can I have on an account?
  • Can I suspend a regular savings plan?
  • What dates can I choose for my regular savings plan payments on my ISA?
  • How can I see my Regular Savings Plan online?
  • How can someone else contribute to a Junior ISA?
  • Can my employer contribute regularly to my SIPP?
  • Can my regular investments be funded from my spouse’s bank account?
  • How can I contribute to my child’s Junior SIPP?
  • Can a third party contribute to my pension?
  • When are the payments for the Regular Savings Plan (RSP) collected on a pension?
  • How much time should I leave to change or cancel my Regular Savings Plan (RSP)?
  • What will happen if my Regular Savings Plan invests my full ISA allowance before the end of the tax year?
  • Can I make salary sacrifice payments?
• Regular withdrawals & income
  • Can income be taken from my investments?
  • How do I change my bank account details for my withdrawal plan?
  • How do I set up a fixed withdrawal from my ISA or Investment Account?
  • How does your withdrawal plan process work?
  • Can investment income remain in an account as cash?
  • How do I check an income amount?
  • How do I set up a withdrawal plan?
  • How can I set my income to reinvest?
  • How long does it take for my income to reach my account?
  • How can I see my income online?
  • How do I amend a withdrawal plan?
  • How can I set up my account to receive income?
  • How do I take an income from my SIPP?
  • If a company decides to pay a dividend, how are they paid out?
  • What dates can I take my regular withdrawals?
  • How do the cash accounts impact my income payments?
  • Are there any charges for regular withdrawals?
  • What is the difference between income from a withdrawal plan & natural income?
  • If I have a withdrawal plan set up, how will you sell my holdings to fund the withdrawal?
  • Can income be paid into Cash in my pension account?
  • What happens if there isn't enough to fund my withdrawal plan request?
  • How much notice do you need to change or cancel my Withdrawal Plan?
  • Can I make regular withdrawals from all your products?
  • What happens when there isn't enough money in an account to cover a regular withdrawal?
  • What happens to any income from a Junior Stocks and Shares ISA?