Ongoing enhancements

We have introduced a real-time SMS alert functionality that will send notifications to your phone when the status of your transfer request changes. This is currently available for Stocks and Shares ISA and Investment Account transfer instructions submitted online.

One-time codes for login will now last up to 15 minutes if you’re prompted for one. This will give you more time to find the code from your email inbox. Additional codes requested during this period will not expire the previous ones.

Share dealing is now available on ISA and Investment accounts. You can invest into the majority of shares from the FTSE 100, FTSE 250, FTSE All-Share and FTSE AIM 100, investment trusts, exchange-traded funds (ETFs) and some Irish shares.

Find out more about share dealing

Our new reporting service is available to customers that need to report deals to their employees, in addition to our share voting and information service. To access this go to My accounts > Profiles > Preference centre > Duplicate trade reporting.

Track the performance of any investment available on the Fidelity website using the new Watchlist. You can easily track the performance of up to 50 investments at any one time and purchase them from your Watchlist when you’re ready to do so. Adding to your Watchlist is simple and can be done in two ways; frstly you can search for and add an investment directly using the Fidelity site search bar. The second way is to go to My accounts > Watchlist. Please note, currently you can only create and manage your list once you are logged in. This list is separate to the Watchlist in the Fidelity iPhone App. Any changes you make on one Watchlist will not be shown in the other.

We have introduced a new report to show how the investments in your Investment ISA or Investment Account have performed. Along with the total return information, it gives a detailed view of the how much you originally invested, any amounts you have withdrawn and the current value of you investment. It also shows how well an investment has been performing over a number of periods. You also have the option to download this report as a .pdf or .csv fle. To access this report log in to your account and go to My accounts > Transaction history and reports > Performance report.

We have introduced a new way to measure the performance of your Investment ISA or Investment Account, showing how your investments have grown since you’ve held them, expressed as an average annual percentage. It gives you a snapshot of how your whole portfolio is performing at an overall or investment level and lets you compare it easily to things like cash savings rates.

We’ve reintroduced the account linked functionality to help you link your Fidelity accounts to another Fidelity account holder. This gives them access to view all of your account details, transaction history and online documents. To link your Fidelity accounts to another Fidelity account holder go to My accounts > Profiles > Linked accounts.

If you previously set up linked accounts, historical transaction for those accounts are now available to view online through transaction history.

Withdrawing money to your bank account used to be a two-stage process. Now you can choose to have the money from the sale of investments paid directly to your bank account or into our cash facility where you can choose to reinvest it at a later date. This has reduced the average time taken to receive your money.

We have made the log out button more prominent for desktop users who were finding it difficult to locate. This makes it easier for you to log out of your account.

We have introduced an income report feature within transaction history that enables you to quickly filter and view income related transactions for a specified time period.

With the introduction of our text alerts (SMS) service, we’ve made it easier for you to receive information about your account valuations and transactions. You can receive fortnightly text messages about your cash and investments in addition to deal confirmations and when they complete.

Following considerable and careful analysis of how customers use the secure website, we have introduced a new way of navigating through your account online to make it easier to find what you’re looking for. The options within the old ‘My Accounts’ menu can now be found on the main menu of the page.

We’ve made enhancements to the income reporting on your account. Income reporting is now separate from your transaction history and you’ll be able to see how much income is paid directly to your bank account - all in one place. To view the report, go to Transaction History & Reports > Income report.