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Fidelity vs Moneybox: which should you pick?

Both are FCA-regulated and FSCS-protected. The real difference is fees, account types and how each platform feels to use. Verified against each provider’s published charges.

Fees verified July 2026. Capital at risk. Information, not financial advice.

The quick answer

Choose Fidelity if...

Fund investors who value guidance, tools and phone support.

Choose Moneybox if...

Beginners building a habit, and first-time buyers using the Lifetime ISA.

Which of these two fits you?

Tick what you need. No account, no email. The answer is on this page.

Account types you need

Tick what you need above and we'll tell you which of the two covers it.

Account availability verified July 2026. Capital at risk. Information, not financial advice.

What customers say

Fidelity4.6

Reviewers highlight helpful phone support and a straightforward transfer process.

The £7.50 share dealing charge and dated parts of the website draw criticism.

Read Fidelity reviews on Trustpilot

Moneybox4.4

Users love the round-ups, the goal-based design and how painless it makes starting. 93% of customers surveyed in 2026 would recommend it.

The combined £1/month plus 0.45% is repeatedly flagged as expensive for small balances.

Read Moneybox reviews on Trustpilot

Fees side by side

FeeFidelityMoneybox
Platform fee0.35% up to £250k (0.20% above); £90/year flat if under £25k without a regular savings plan£1/month subscription plus 0.45% platform fee
Share dealing£7.50 per online tradeUS stocks available, 0.45% FX fee
Fund dealingFreeFree (fund fees apply)
FX fee0.75% tiered0.45% on US stocks
Stocks & Shares ISAPlatform fee appliesSubscription plus 0.45% applies
SIPPPlatform fee applies0.45% platform fee (0.15% above £100k), no subscription
WithdrawalsFreeFree
Minimum to start£25/month or £1,000 lump sum£1

The longer view

Fidelity is a solid full-service choice for fund investors. Fund dealing is free, the ETF and share service fee is capped at £90 a year, and the guidance content is some of the best of the big platforms.

Costs are less friendly if you trade shares often or hold a small account without a regular savings plan. Compare it against AJ Bell if you want similar breadth with lower dealing charges.

Moneybox is designed for getting started. Round-ups, weekly deposits and simple starter portfolios remove the friction that stops most people investing, and its Lifetime ISA is one of the most popular routes to a first home deposit.

The convenience has a price: £1 a month plus 0.45% is one of the higher fee stacks here once your balance grows. It is a great first platform, and many users graduate to cheaper ones later.

Fidelity vs Moneybox: common questions

It depends on what you hold and how often you trade. Fidelity's platform fee is 0.35% up to £250k (0.20% above); £90/year flat if under £25k without a regular savings plan, against £1/month subscription plus 0.45% platform fee at Moneybox. On dealing, Fidelity charges £7.50 per online trade for shares and free for funds, while Moneybox charges US stocks available, 0.45% FX fee for shares and free (fund fees apply) for funds. Fees verified July 2026.

Other comparisons worth a look

Picked one? Here's the next question.

Fidelity or Moneybox, the account is the easy part. What decides when you can retire is how much goes in and for how long. Delphina works that out from what you already hold and what you pay in each month.

Free to check. No card required. Takes about two minutes.