If you do not have an existing account at Fidelity, you may also open the Fidelity Account®, our full service brokerage account for trading and investing. Choose one of these options to get started:
Transfer an account 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.
Transfer investment or retirement accounts
When you transfer an individual retirement account (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.
Before you begin
Make sure you have a recent statement from your current firm so you can easily find the information we'll need to process your transfer.
Transfer a workplace account like a 401(k) or 403(b)
Transferring a retirement account to Fidelity from a former employer is called a rollover. The process varies depending on the rules assigned to your account, and it typically takes 7–10 minutes to complete the online form.
Help navigating life's big moments
Resources, guides, and tools to help you navigate the major milestones in your life, from starting a business to buying a home to planning for big purchases, and more.
Your accounts are safe with us
To help prevent unauthorized access to your account, we use 2-factor authentication to verify your identity. This enhanced security feature prevents someone from accessing your account, even if they have your password.