Transfer your Investment

You can set up your online account and start the transfer process by following the instructions below:

How to transfer?

  1. Use the link below to register with Fidelity FundsNetwork using the Cavendish Online agency to lower your charges. After the account has been set up;
  2. Click on 'My accounts' (top right of screen)
  3. Click on 'Manage Investments'
  4. Click on 'Transfer an account to Fidelity'
  5. Follow the instructions and enter the transfer details.

You will need the following:

  • You will need to know your existing account details  (who your Investment is current with and your account number)