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Investment Account

Access a wide range of investment opportunities beyond your tax-efficient allowances.

Important information - please keep in mind that the value of investments can fall as well as rise, so you may get back less than you invest. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.

What is an Investment Account?

  • No limit to how much you can invest
  • Choose from mutual funds, exchange-traded funds (ETFs), investment trusts or individual stocks and shares
  • Start a new investment today, transfer existing investments to us, or hold your money in cash to invest later.

Unlike an ISA or pension, investments in this account are not held within a tax wrapper. Depending on your personal circumstances you may need to pay tax on your returns if they exceed your personal allowances.

Our Investment Account

  • Invest in a range of mutual funds, exchange-traded funds (ETFs), investment trusts and individual stocks and shares. Save money with our discounts on hundreds of funds
  • Manage your Investment Account 24/7 using our secure online service
  • Get instant access to our investment expertise, market insights and planning tools. And our freephone UK and Ireland call centre is open six days a week.

Whether you’re saving for a special day, investing in your child’s future or building up a nest egg, we’ll help you to open your Investment Account, with as little or as much guidance as you need.

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Open an Investment Account

  • Enter your details
  • Make a payment of at least £1,000
  • Or start a regular savings plan from £50

Transfer my Investment Account

  • Enter details of your current provider
  • We do the rest and we will let you know when the transfer is complete 

You can start investing once your account is open, but if you like you can choose your investments first and then open your account.

Get cashback on investment transfers

Having investments spread across multiple companies can be both time-consuming and costly. Bringing them together means less stress and less paperwork.

Our straightforward transfer process makes it easy to bring your investments together - just tell us where they’re currently held and we’ll take care of the rest.

It’s free to transfer and we’ll even cover any exit fees you may incur, up to a total of £500 per person ( T&Cs apply). Plus, if you apply to transfer by 6 Dec 2019 you’ll receive £20 to £1,000 cashback ( exclusions, T&Cs apply).

Find out more about transferring investments to Fidelity.

Why choose Fidelity

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Trusted

With more than 50 years’ experience we’ve already earned the trust of over one million UK investors.

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Easy

Start investing in just a few steps, with 24/7 online access from your computer, tablet or phone.

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Clear

Enjoy low costs, no initial charges and no additional fees to switch or exit.

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This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.