Transfer money

Transfers

Transfer to or from Fidelity

Send money from my bankLog In Required


Send money to my bankLog In Required


Transfer between Fidelity accountsLog In Required


Bank wire from FidelityLog In Required


Bank wire to Fidelity


Transfer to someone else's Fidelity accountLog In Required


Convert a Traditional IRA to a Roth IRALog In Required


Move an account to FidelityLog In Required

Other transfer options

Set up a recurring transferLog In Required


Calculate my RMDLog In Required


Deposit a check


Set up a direct depositLog In Required


Make a qualified charitable distribution (QCD)Log In Required

Manage

Link a bankLog In Required


Manage linked accounts and banksLog In Required


Manage recurring activityLog In Required


View my transfers in Activity & OrdersLog In Required


Check status of an account transferLog In Required

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.


Learn more

Start a transferLog In Required

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.


Learn more

Start a rollover