Investment accounts
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Choosing Fidelity
Choosing Fidelity
Why invest with us Current offers Fees and charges Open an account Transfer investments
Financial advice & support
Fidelity’s Services
Fidelity’s Services
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Guidance and tools
Guidance and tools
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Shares
Share dealing
Choose your shares
Tools and information
Tools and information
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Pensions & retirement
Pensions, tax & tools
Saving for retirement
Approaching / In retirement
Approaching / In retirement
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Application forms
Using our online services
Please be aware that any instructions you send to us via post may be subject to delays outside of our control. You may wish to use our online services, including our new scan and upload feature to ensure we process any instructions or forms without postal delays.
Forms for a Stocks and Shares ISA
Open a new ISA
Task | Apply online | Download form |
---|---|---|
Open with a single or regular payment | Open | Account opening form |
Transfer my ISA to Fidelity | Transfer | Online only |
Bed & ISA - use your Investment Account to invest in an ISA
You can now complete a Bed & ISA online to sell from your Investment Account and invest the proceeds into your ISA. You can find this under ‘Bed & ISA form’ in the ‘Manage Investments' menu. Or if you are already logged in you can go to Bed & ISA now.
Task | Apply online | Download form |
---|---|---|
Bed & ISA |
N/A |
|
Bed & ISA |
N/A |
Bed & ISA form |
Bed & ISA on behalf of someone else |
N/A |
Sell investment from an Investment Account |
General Tasks
Task | Do it online | Download form |
---|---|---|
Change my address | Amend | Change of address |
Let us know how income is to be paid | Manage | Income instruction |
Set up or amend a withdrawal plan | N/A | Regular withdrawal plan |
Claim back my exit fee | N/A | Exit fee reimbursement |
Forms related to Power of Attorney customers
Find out how to register Power of Attorney with us. Once you’ve done this, use the links below to download any additional forms.
Open an account
Investment product | Download form |
---|---|
Investment ISA Application | Download form |
Investment Funds Application | Download form |
Junior SIPP Application | Download form |
Add money to an existing account
Investment product | Download form |
---|---|
Investment ISA Application | Download form |
Junior ISA Top-up | Download form |
Investment Funds Application | Download form |
SIPP Top-up | Download form |
Junior SIPP Top-up | Download form |
Amend a regular savings plan
Investment product | Download form |
---|---|
ISA regular savings amendment | Download form |
Junior ISA regular savings amendment | Download form |
Investment Funds regular savings amendment | Download form |
SIPP regular savings amendment | Download form |
Junior SIPP regular savings amendment | Download form |
Switch between funds
Investment product | Download form |
---|---|
Investment ISA Switch | Download form |
Investment Funds Switch | Download form |
SIPP Switch | Download form |
Junior SIPP Switch | Download form |
Transfer investments
Investment product | Download form |
---|---|
SIPP Transfer Application | Download form |
Junior SIPP Transfer Application | Download form |
Sell funds
Investment product | Download form |
---|---|
ISA Sell Instruction | Download form |
Investment Funds Sell Instructions | Download form |
Transfer your ISA
Policies and important information
Accessibility | Conflicts of interest statement | Consumer Duty Target Market | Consumer Duty Value Assessment Statement | Cookie policy | Diversity, Equity & Inclusion | Doing Business with Fidelity | Diversity, Equity & Inclusion Reports | Investing in Fidelity funds | Legal information | Modern slavery | Mutual respect policy | Privacy statement | Remuneration policy | Staying secure | Statutory and Regulatory disclosures | Whistleblowing programme
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.