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How do I close my Fidelity account?

To close your account you need to make a full withdrawal or move all of your holdings to another provider. Once this has been done Fidelity will close your account; how this is done depends on what instruction has been received.

When you make a full withdrawal the account will stay open for 12 months to allow for any residual dividend payments to be applied and available for withdrawal. You may continue to receive documents for up to a year from when your account is at zero balance. After 12 months the account will close. Click here for a guide on how to withdraw cash from your account and bring the balance to zero.

If you have transferred your account to another provider, your account will automatically close and any residual cash received into the account after this will be paid to your new provider.