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Transfer an Account to Fidelity

Move your account from another firm quickly and efficiently. We'll help you every step of the way.

What you'll need

  • A statement from your current firm. You'll need your account number, type of account, and holdings.
  • A matching account. If you don't already have a matching Fidelity account, you can open one as part of the transfer.

The transfer will take about five days to process, and you can monitor the status with our Transfer Tracker .


Transfer assets by mail (PDF)

Use this form if you prefer to move assets to Fidelity by mail.

Need help?

See how easy it is to transfer assets to Fidelity.

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