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What can we help you with?
Transferring investments
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Leaving us
- Can a stocks and shares ISA be transferred to a cash ISA?
- How do I transfer to another company or provider?
- Are there any exit fees if I transfer my investments away from Fidelity?
- Can I transfer out of the Fidelity SIPP?
- Can I transfer my investments from Fidelity to another company?
- Will transferring my investments away from Fidelity make me liable for Capital Gains Tax?
- Will I lose my cashback payment if I transfer out?
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Transferring to us
- Can you transfer a cash ISA to a stocks and shares ISA?
- What are the Fidelity ISA transfer rules?
- Can I transfer in my investments to Fidelity?
- When can I transfer my ISA?
- What is a cash transfer?
- How do I transfer a SIPP to Fidelity?
- Will my ISA retain its tax benefits if I transfer it to or from Fidelity?
- Can you transfer an ISA to another person?
- What investments can I transfer into Fidelity?
- How long does a transfer in to Fidelity take?
- Can I transfer a Junior ISA to Fidelity?
- Do you accept partial ISA transfers?
- How long will it take to get my cashback payment?
- Can I transfer a Child Trust Fund to a Stocks and Shares Junior ISA?
- Can you accept a transfer of paper shares?
- Will transferring my investments to Fidelity make me liable for Capital Gains Tax?
- Can I request a partial transfer for my pension?
- How can I track my SIPP transfer?
- How long does a re-registration or cash transfer take?
- How long does a pension transfer take?
- Where can I check the progress of my transfer?
- Do you charge for transferring my investments to Fidelity?
- Can I apply to transfer my pension?
- I am currently transferring my Investments to you and one of the funds is suspended; will this go through?
- What paperwork will I need to complete for my pension transfer?
- Will my investments remain in the market whilst they are going through a transfer?
- I have a defined benefit pension valued under £30,000. Can I transfer this to you without taking financial advice?
- I want to transfer my defined benefits pension to Fidelity. Do you offer transfer advice?
- Can I transfer a pension to you that is already in drawdown?
- How can I track the progress of a pension transfer?
- Which of my holdings will be switched as part of a transfer?
- Will future dividends be transferred from the other plan manager?
- What can sometimes delay a transfer or re-registration?
- What happens if Fidelity doesn't hold a particular investment that I own?
- What do I need to do if I am using a third-party adviser to provide me with pension transfer advice?
- Can I invest more money whilst a transfer is taking place?
- Will my pension transfer request be processed electronically?
- Why is my instruction going to be processed manually?
- What are safeguarded benefits?
- How do I apply for a defined benefit transfer?
- Can I place any deals while a transfer is being processed?
- How can I track the status of my Junior ISA transfer?