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What can we help you with?
Managing your account
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Corporate actions
- What happens if my fund is suspended?
- What is a corporate action?
- What will happen to my money if the investment company holding my funds goes into administration?
- How can I view my corporate actions?
- Should I sell my holdings in suspended funds?
- I hold the same share in my ISA and Investment Account but there are different election options. Why?
- How will I know if I have a corporate action on one of my investments?
- How will I know if I have a pending corporate action?
- Will Fidelity advise me on which election option to take on a corporate action?
- How do I respond to a corporate action?
- How will I receive my money or shares from a corporate action?
- How will I be notified if one of my funds is suspended?
- Am I able to change my mind after responding to a corporate action?
- How do I pay for a corporate action where I've elected to subscribe to new shares?
- What happens if I don’t respond to a corporate action by the closing date?
- Why is Fidelity’s closing date for responses on a corporate action earlier than the company registrar's deadline?
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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?
- How do I register for online access?
- 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?
- Do I need to have online access to open an account with Fidelity?
- How does the Financial Services Compensation Scheme apply to cash held in an ISA or an Investment Account?
- What is the Fidelity Security key?
- Why does Fidelity log me out?
- Why do you use One Time Codes?
- What do I do if I didn't receive a One Time Code?
- What is the Cifas Protective Registration?
- When should I select 'Remember me'?
- What do I do if I haven't received a verification text message?
- How do I use Fidelity Self Service?
- How secure is your website?
- How can I access my account online?
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Performance & reporting
- How do I track performance?
- How do you calculate my total return?
- When will you pay out income waiting to be paid out?
- What is annualised return?
- What is a book cost?
- My income is set to pay out but nothing has been paid - why?
- Why is my performance lower than I expected?
- What is realised gain?
- What reference will I see on my bank account when I receive an income payment?
- When does my annualised return start?
- What is unrealised return?
- Will my reinvested income show on my annual tax voucher?
- Where can I find information about my fixed withdrawals?
- How can I track the progress of a pension transfer?
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Personal details & preferences
- How do I update my address or contact details?
- Where do I find my Customer Reference Number (CRN)?
- Where can I find my account number?
- How do I update my name?
- How do I link a Financial Adviser to my account?
- How do I link accounts online?
- Who can certify documents?
- Am I verified now and how can I check that I am?
- How can I change my document preferences?
- How do Fidelity's identity verification checks work?
- Do the identity verification checks apply to all customers?
- How do I turn off my post?
- How can I keep my online account secure?
- How do I remove out of date information, for example an old bank account?
- How do I update my National Insurance Number?
- Do I need to provide nationality or national identifier if I will not be investing in reportable assets?
- Do you offer any information by text message (SMS)?
- How do I change my marketing preferences?
- How do I update my date of birth?
- What should I do if I can’t find the other provider on the list of providers?
- What are safeguarded benefits?
- What will happen if I don’t send the documents you’ve asked for?
- How do I update my gender?
- How do I apply for a defined benefit transfer?
- What is a guaranteed annuity rate?
- What happens if my Nationality or the National Identifier is not provided for my pension?
- What documents are accepted for verification?
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Regular savings
- How can I change my Regular Savings Plan (RSP)?
- How can I set up a Regular Savings Plan (RSP)?
- 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?
- What dates can I choose for my regular savings plan payments on my ISA?
- Can I suspend a regular savings plan?
- How many Regular Savings Plans (RSPs) can I have on an account?
- Can my employer contribute regularly to my SIPP?
- How can someone else contribute to a Junior ISA?
- How can I see my Regular Savings Plan online?
- 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?
- How can I contribute to my child’s Junior SIPP?
- Can a third party contribute to my pension?
- Can my regular investments be funded from my spouse’s bank account?
- Can I make salary sacrifice payments?
- When are the payments for the Regular Savings Plan (RSP) collected on a pension?
- What happens if I have a Regular Savings Plan being paid into a suspended fund?
- Can you explain what the ‘End date’ option is for and how it works?
- Do you accept third party Regular Savings Plans (RSPs), e.g. grandparents paying for grandchildren?
- Where can my money from a regular savings plan be invested?
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Regular withdrawals & income
- Can income be taken from my investments?
- How do I set up a fixed withdrawal from my ISA or Investment Account?
- If a company decides to pay a dividend, how is it paid out?
- How do I change my bank account details for my withdrawal plan?
- How do I set up a withdrawal plan?
- How does your withdrawal plan process work?
- How do I check an income amount?
- Can investment income remain in an account as cash?
- 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?
- Are there any charges for regular withdrawals?
- If I have a withdrawal plan set up, how will you sell my holdings to fund the withdrawal?
- How do I take an income from my SIPP?
- Can I make regular withdrawals from all your products?
- On what dates can I take my regular withdrawals?
- Can income be paid into Cash in my pension account?
- How does the cash facility in my account help me manage income payments?
- What is the difference between income from a withdrawal plan & natural income?
- How much notice do you need to change or cancel my Withdrawal Plan?
- What happens to any income from a Junior Stocks and Shares ISA?
- What happens if there isn't enough to fund my withdrawal plan request?
- What happens when there isn't enough money in an account to cover a Withdrawal Plan (WDP) collection?
- If I have a withdrawal plan from a suspended fund, will this continue?