Transfer money


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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