Transferring an account or investments to Fidelity
Whether you have a retirement account from a former employer or a brokerage account at another financial institution, we can help you easily transfer your accounts to Fidelity.
Transferring a retirement account to Fidelity from a former employer is called a rollover. To roll over your 401(k), you'll transfer your money to a Fidelity IRA. You may need to open an IRA if you don't already have one to roll over your account balance.
The process varies depending on the rules assigned to your account, since your former employer or plan administrator is responsible for initiating the rollover once you request it. It typically takes 7–10 minutes to complete the online form.
When you transfer an IRA, a brokerage account, or a health savings account (HSA) to Fidelity, it's called a transfer of assets. You can choose to transfer just some of your account, or all of it.
Once you've started an account transfer, you can track the progress using the Status trackerLog In Required.
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