Change of account registration

When life changes, your accounts at Fidelity may need to change as well. We can walk you through any updates you may need to make for the owners or registration of your nonretirement accounts.

Before you start, here's what you’ll need to have:

Social Security number (SSN) and/or taxpayer identification number (TIN) of all account owners

Date of birth, email, mobile number, and address of all account owners
Basic information for the account being changed

Name of the primary owner of the account

Need to make changes to a retirement account?

Transfer Due to Divorce—IRA

If you have an IRA and need to make a change because of a divorce, please use the Transfer Due to Divorce—IRA (PDF)

Roth IRA Conversion

Follow these easy steps to convert your Traditional IRA or old 401(k) to a Roth IRA.

Inherited IRA

If you have recently lost a loved one and are inheriting an IRA, we can assist you every step of the way.

Looking to update your beneficiaries?

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Ready to start changing your account registration?