Transfer money

Transfers

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.


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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.


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Managing your money

Cash levels in your HSA

See ways to help you decide how much to keep in cash vs. invest in your HSA.

What to know about RMDs

Consider both how you withdraw your RMDs and what you do with the money.

Do you really need a bank?

Banks aren't the only game in town when it comes to cash management.

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.



See how we can help you plan for life events

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.