AleisterCrowley wrote:Hello lovely people
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A relative of mine is working overseas and has a Fidelity SIPP
She has a cash balance in her account and wants to stick it into one of the funds in which she is invested - but there doesn't seem to be an obvious way to do this
Have we missed something ? She is going to send me her logon details (end to end encrypted) but it seems odd there isn't a simple 'buy' button, as I'm used to with HSDL
I have no experience of the Fidelity front end/user interface
Cheers
A
C
I don't have access to a SIPP account. For a dealing account and an ISA: when you login you arrive at an account summary, which has a banner across the top of the page containing a green button to
Add Cash and a white button to
Invest Now. If you click on either of them, you get asked which account you want to transact in. If you click on one of your accounts you get taken to a portfolio listing of that account. The banner and buttons persist, but now don't ask you which account you want to transact in; they just go to the account you are in . For each holding listed in the portfolio, to the right of the holding there is a
Deal dropdown to allow you to transact on that holding.
Either SIPPs are very different, which seems unlikely or things are not turning up properly in your relative's browser. It couldn't really be any simpler.