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Choosing Fidelity
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Why invest with us Current offers Fees and charges Open an account Transfer investments
Choosing Fidelity
Why invest with us Current offers Fees and charges Open an account Transfer investments
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Financial advice & support
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Financial advice Retirement Wealth Management Investor Centre (London) Bereavement
Fidelity’s Services
Financial advice Retirement Wealth Management Investor Centre (London) Bereavement
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Choosing investments Choosing accounts ISA calculator Retirement calculators
Guidance and tools
Choosing investments Choosing accounts ISA calculator Retirement calculators
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Tools and information
Share prices and markets Chart and compare shares Stock market news Shareholder perks IPOs and placings
Pensions & retirement
Pensions & retirement
Pensions, tax & tools
Saving for retirement
Approaching / In retirement
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Speak to a specialist Creating a retirement plan Taking tax-free cash Pension drawdown Annuities Investing in retirement Investment Pathways
Approaching / In retirement
Speak to a specialist Creating a retirement plan Taking tax-free cash Pension drawdown Annuities Investing in retirement Investment Pathways
Application forms
Forms for Investment Accounts
Open a new Investment Account
| Task | Apply online | Download form |
|---|---|---|
| Open with a single or regular payment | Open | Account opening form |
| Transfer my Investment Account | Transfer | Online only |
General Tasks
| Task | Do it online | Download form |
|---|---|---|
| Change my address | Amend | Change of address |
| Additional information on joint holder | N/A | Joint holder supplement |
| Let us know how income is to be paid | Manage | Income instruction |
| Set up or amend a withdrawal plan | N/A | Regular withdrawal plan |
| Transfer stocks into a new or existing Investment Account | N/A | |
| Transfer physical share certificates | N/A |
CREST transfer form (one for each holding) and Stock Deposit Instruction Form. See our
CREST transfer form guide. This service is only available for UK shares. |
| Transfer shares held electronically with Equiniti, Computershare or Link Asset Services | N/A |
Corporate nominee transfer instruction This service is only available for UK shares. |
| Transfer SICAV stocks | N/A | Stock transfer |
| Claim back my exit fee | N/A | Exit fee reimbursement |
| Supply 'Source of Wealth' additional information form | N/A | Additional Information Form |
Client consent
We are in the process of moving all our clients’ accounts to a new administration system which will provide you with enhanced capabilities such as cash management and extended share dealing. However, only investments that are held in a nominee structure can be moved to our new system.
We contacted all our clients in 2015 asking for consent - if you haven’t yet given consent, you can still do so by filling in this Consent form.
Once we have your consent we will be able to move your account to our new system.
Click me for a modal
Transfer your investments
Policies and important information
Accessibility | Conflicts of interest statement | Consumer Duty Target Market | Consumer Duty Value Assessment Statement | Cookie policy | Diversity and Inclusion | Doing Business with Fidelity | Fidelity gender pay report | Investing in Fidelity funds | Legal information | Modern slavery | Mutual respect policy | Privacy statement | Remuneration policy | Security | Statutory and Regulatory disclosures | Whistleblowing policy
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.
This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP.
