Automatic Withdrawals

You can easily establish an income stream or satisfy your required minimum distribution (RMD) with automatic withdrawals.


Schedule recurring withdrawals from your Fidelity accounts

You can use this free* service to easily schedule withdrawals with Fidelity. Here are your options:

  • Transfer money directly to another Fidelity account
  • Deposit money to your bank account via electronic funds transfer (EFT)
  • Have a check sent directly to you

To help you choose a transfer option that works for you, find out when you'll get your money.

Simplify your RMD with automatic withdrawals

Fidelity will do the work of calculating and withdrawing your RMDs each year. Here's how we can help:

  • We'll recalculate your RMD each January
  • You can receive withdrawals annually, monthly, or on a custom schedule
  • Meet IRS requirements and deadlines to avoid penalties

Next steps

Set up automatic withdrawals online 

Get started today by scheduling withdrawals from your Fidelity account.

Set up automatic withdrawals by mail

Download and complete one of these PDFs, then mail it to us and we'll take care of the rest.

Update an existing plan 

Make changes to an automatic withdrawal plan at Fidelity.