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How-to Guides

Here, you can find step-by-step walkthroughs for some journeys you can take to place a transaction, or manage your account online, either on a desktop, or through our Personal Investing App.

How to Open a Fidelity Account

ISA / Investment Account

Use this guide for a walkthrough on how to open an ISA / Investment Account.

How to open an ISA / Investment Account

SIPP

Use this guide for a walkthrough on how to open a SIPP.

How to open a Self-Invested Personal Pension

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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.

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