ACCOUNT OPENING - ISA HOW TO OPEN AN ISA GETTING STARTED HELP GUIDE. Use this step by step guide designed to help you get started.

Transcription

1 ACCOUNT OPENING - ISA HOW TO OPEN AN ISA GETTING STARTED HELP GUIDE Use this step by step guide designed to help you get started.

2 Account opening Instructions - Index & contents TABLE OF CONTENTS / INDEX How it works: If you re looking for help on a particular part of this guide, you can find the larger task you are trying to complete below, and then broken down into smaller tasks Page 1 - Before you begin Page 2 - Getting started - Where to find the open an account button Page 3 - About you - Entering your details - Creating a username and password - Choosing marketing preferences Page 4 - Confirm and Review - Confirm you have read and agree to the terms - Review the details you have entered Page 5 - Choose how you would like to invest - Decide if you are making a single payment, a regular payment or transferring investments Page 7 - Adding a payment by cheque - Selecting a cheque payment - Saving and printing cheque payment forms Page 8 - Setting up a regular savings plan - Entering your contribution details - Entering your Direct Debit details - Confirming your choices Page 9 - If you re looking to transfer investments to us - How to find out more on transfers Page 10 - If we need additional details from you - Verifying your identity - Where to send your details - How to make payments when we have your details Page 6 - Adding a payment by card - Entering your card details - Verifying your card details - Confirming your payment

3 Account opening Instructions - How to open an ISA 1 BEFORE YOU BEGIN THINGS YOU MAY NEED Your National Insurance number Debit card details (if you re making a one-off payment) Bank or building society details (if you re planning on setting up a regular savings plan) If you already have an account with Fidelity - please log in before you begin this process. By doing so we will be able to fill in many of your details before you start. important information Important: There are two main stages in the process and you will need to complete both before your account is created. There are two main stages in the process and you will need to complete both before your account is created. You will first first need need to enter to your enter personal your details personal and check details they are and correct check - and they then you are will correct need to fund - and your then account. you will need to fund your account. The images used in this guide are for illustration purposes only and should not be construed as recommendation to buy or sell any investments. When reviewing If the you performance already of have your investments, an account it s also with important Fidelity to remember - please that log past in performance before you is not begin an indicator this process. of future performance. By doing Fidelity so we Personal will be Investing able does to fill in not give financial advice. If you need advice, please speak to a financial adviser. many of your details before you start. 1

4 Account opening Instructions - How to open an ISA 2 GETTING STARTED Go to the Fidelity homepage Select Open an account Select Open my Investment ISA Homepage link: You will then be presented with the Open an account page. Now you will find yourself on the Open your account page for Investment ISAs. 2

5 Account opening Instructions - How to open an ISA 3 ABOUT YOU Enter your personal details in addition to your home address, contact and employment status Create your username and password Choose how you want Fidelity to contact you You will need to enter something for every field here, except those marked optional. Some questions will open up further questions, and you will need to answer those too. For example if you are not a UK national, or you hold dual nationality, you will need to tell us what your nationality or dual nationalities are. If you already have an account with us, please log in and many of these details will be filled in for you.. Follow the instructions on screen and choose a memorable username and password. You can use your address as your username. Keep these safe as you will need these to log in to your account. Tick the boxes if you would like to opt in to updates and newsletters and if it is ok for us to update you by phone and post.

6 Account opening Instructions - How to open an ISA 4 CONFIRM AND REVIEW Confirm that you agree to our terms and conditions Click Next Review your details important information Please review all of our terms and policies. Please read each one carefully. Once you are happy with everything, select the box provided to show that you accept the terms within. You will now see all your details on the third page. Please review these details carefully. a. If everything looks correct, select Confirm at the bottom of the page. Or b. If you see anything incorrect, select any of the Edit links on the page, and you will be taken back to the previous page. 2

7 Account opening Instructions - How to open an ISA 5 CHOOSE HOW YOU WOULD LIKE TO INVEST YOU WILL NOW SEE THIS SCREEN a. Selecting Make a single payment will take you to a payment screen where you can choose the amount you wish to invest and the source of your investment which is important as it helps us to fight fraud and keep your money safe. b. Selecting Set up a Regular Savings Plan will take you to the contributions screen where you can choose the amount you wish to invest, when and how often you can contribute. c. Selecting Transfer my investments followed by Confirm will take you to the transfer screen where you can enter details of your other accounts. If you see a different screen, please skip ahead to the If we need additional details from you section.

8 Account opening Instructions - How to open an ISA 6 IF YOU RE MAKING A PAYMENT BY CARD Enter your card details and then select Confirm We verify your card details Confirmation of your payment You may be asked to provide further information on the 3D Security page as part of your online transaction security. If you are unsure of your details, you may want to check with your card provider before proceeding. Once your card details are verified, you will receive a confirmation of this and your account number. You can save a copy of your confirmation by selecting Print and save. You will then be given the option to invest the cash by selecting Invest now. This will take you to a screen where you can choose investments. 2

9 Account opening Instructions - How to open an ISA 7 IF YOU RE MAKING A PAYMENT BY CHEQUE Select Cheque and confirm that you have read and agreed to our terms Save, print and put it in the post Please review our terms and read each one carefully. Once you have confirmed to our terms and doing business, you will receive an account number and will have the option to save and print the cheque payment slip which you must then send to us. important information Please make sure to send us your cheque payment slip along with your cheque so we can complete the account opening proces. Once we receive your cheque and your payment has been processed, your money will then be available to invest. 2

10 Account opening Instructions - How to open an ISA 8 IF YOU RE SETTING UP A REGULAR SAVINGS PLAN Enter your contribution details Confirm your direct debit details Confirmation of your transaction You will need to enter how much you would like to invest, followed by the frequency, collection date, and the source of your investment which is important as it helps us to fight fraud and keep your money safe. Please review your details carefully. If everything looks correct, select Confirm at the bottom of the page. Or If you see anything incorrect, select Edit and you will be taken back to the previous page. Once you have confirmed your transaction, you will receive an account number and will have the option to save and print a copy of your application. 2

11 Account opening Instructions - How to open an ISA 9 IF YOU RE LOOKING TO TRANSFER INVESTMENTS TO US This will take you to the Transfer Investments journey, where you can start the process of bringing any existing investments you may hold to Fidelity. Find out more information on the Transfer Investments journey here.

12 Account opening Instructions - How to open an ISA 10 IF WE NEED ADDITIONAL DETAILS FROM YOU Verify your identity If you see this message, we need some more details from you in order to verify your identity. To confirm your identity, please send us a certified copy of: Your current passport Or Your driving licence You can send this to: Fidelity International, P.O. Box 80, Tonbridge, Kent TN11 9YA IF YOU CHOOSE PAY BY CHEQUE NOW You will be taken to a screen where we will provide you with a cheque payment slip and instructions on how to send us your identity details mentioned above. IF YOU CHOOSE PAY ONLINE LATER You will be taken to a screen where we will provide instructions on how to send us your identity details mentioned above.

13 Account opening Instructions - How to open an ISA THANK YOU We hope you found it useful. If you need help with another journey, you can find our other guides on our website. THAN K S! Hope th is gu in as ide w sistin as he g you t the jo lpful h urney roug h. Issued by Financial Administration Services Limited, authorised and regulated by the Financial Conduct Authority. Fidelity, Fidelity International, FundsNetwork, their logos and F symbol are trademarks of FIL Limited.