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fidelity fundsnetwork isa transfer
Bazn
Posts: 183 Forumite
hi,
i have an S&S isa with Fidelity Fundsnetwork supermarket that i am very happy with - they have great customer service and website useability.
however, it is not possible to buy individual shares within the isa unless u open a sharedealing account, which charges a monthly fee)
therefore, i am attracted by iii.co.uk's self-select ISA, which allows both funds and shares.
is there any way that i might be able to transfer my fidelity ISA to iii, and continue to contribute in the current year (upto the £4000 limit obv)?
thanks for any help
i have an S&S isa with Fidelity Fundsnetwork supermarket that i am very happy with - they have great customer service and website useability.
however, it is not possible to buy individual shares within the isa unless u open a sharedealing account, which charges a monthly fee)
therefore, i am attracted by iii.co.uk's self-select ISA, which allows both funds and shares.
is there any way that i might be able to transfer my fidelity ISA to iii, and continue to contribute in the current year (upto the £4000 limit obv)?
thanks for any help
0
Comments
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is there any way that i might be able to transfer my fidelity ISA to iii, and continue to contribute in the current year (upto the £4000 limit obv)?
Yes you can.I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0 -
great - any ideas how? and are there any charges involved?0
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Ask the receiving provider for an ISA transfer application and no, there are no charges at Fidelity's end.I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0
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Alternatively, you could just keep your previous ISAs where they are for the time being and use this year's ISA to contribute to shares with iii.is there any way that i might be able to transfer my fidelity ISA to iii, and continue to contribute in the current year (upto the £4000 limit obv)?
That way at the expense of some loss in flexibility, you have the best of both worlds. You can always move your funds across later, when you decide you like iii.0 -
thanks
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