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Do Fidelity allow transfers of other stocks and shares ISA’s into theirs?

14 December 2021

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Question by Bob

Do Fidelity allow transfers of other stocks and shares ISA’s into theirs?


Answered by Oliver McDonald

Hi Bob,

Many thanks for your question.

Although we don't use Fidelity for our clients, as far as I'm aware you can transfer other Stocks & Shares ISA's in to Fidelity. you should also be able to transfer cash ISA's into your Stocks & Shares ISA. The benefit, as you may know, is this doesn't use any of your £20,000 ISA subscription for the current tax year.

When you funds are transferred, they are normally transferred as cash. You can then reinvest the funds once they arrive at Fidelity.

Hope that helps for now.

Oliver McDonald

Answered by

Oliver McDonald

Director & Independent Financial Adviser

I have worked in financial services for 15 years gaining extensive experience in financial planning. I am a people person. You will rarely find me explaining complex spreadsheets or using jargon. I keep my conversations at a high level and realised early on that financial planning is all about helping my clients achieve the lifestyle they want in future. I work with individuals, business owners and entrepreneurs. I specialise in retirement planning, investments and business protection.