Fidelity Stocks & Shares ISA Overview
One low cost service fee - which is typically 0.35% on the investments you have with Fidelity. Ongoing fund charges will apply
Flexibility - allowing you to hold cash as well as investments - so you can hold your money in cash if you are concerned about the market's prospects, and move into investments when you believe they have more potential
24/7 access - via their online Account Management system
A wide choice - they give you access to a wide range of investment options as well as tools to help you find the right funds for you
Great service - they are committed to providing excellent customer service, from their UK-based contact centre to investment guidance on their website
Fidelity Stocks & Shares ISA Fees
|Total value of investments||Service Fee (Annual amount or rate)|
|0 to £7,499.99|
£45 without monthly Regular Savings Plan
0.35% with monthly Regular Savings Plan
£25 for Junior ISAs/Junior Pension
|7,500 to £249,999.99||0.35%|
|£250,000 to £1,000,000||0.20%|
No further Service Fee is charged for assets held above £1,000,000.
*Please note that the service fee will be charged on the entire portfolio.
For exchange traded instruments including investment trusts, this is capped at £45. There is no service fee for these investments held in the Fidelity Investment Account.