Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "
To transfer money online between your bank and your Fidelity account you must initiate an electronic funds transfer (EFT). Learn more about EFTs.
For employer-sponsored accounts, your plan may offer the ability to set up bank account information for loan or withdrawal payments. To see if you are eligible and for details on how to set up bank information, log in to the Electronic Payments section of your employer-sponsored account.
Requests to gift stock out of your brokerage account must be made in writing and submitted to Fidelity, either by bringing a letter of instruction to a Fidelity Investor Center, or by mail at the addresses provided below.
Your letter of instruction should include the following information:
In addition, you will need to include information specific to the type of gift you are making.
For gifts to accounts within Fidelity, please provide:
If you are sending your gift to another Fidelity account and the total amount is $10,000 or less, no signature guarantee is required. Gifts sent to Fidelity accounts take one to four days to process.
For gifts to accounts within Fidelity, your letter of instruction should be mailed to:
Attn: Account Reregistration Services
PO Box 770001
Cincinnati, OH 45277-0039
For gifts made directly to another person, please provide:
For gifts sent to an account at another bank, please provide:
For gifts sent to a brokerage account outside of Fidelity, please provide:
For these types of gifts, your letter of instruction should be mailed to:
Attn: TOA Deliveries
PO Box 770001
Cincinnati, OH 45277-0033
Gifts sent outside of Fidelity take two to four weeks to process.
Transfer of Assets (2:58)
Watch this brief video to see how you can easily transfer your accounts holding stocks, bonds, and mutual funds from another firm to Fidelity.
Moving Money Online (1:16)
Watch this brief video to learn more about moving money into, between, or out of your Fidelity accounts.