Your guide to transferring assets to Fidelity

Move your assets to Fidelity from an outside firm quickly and easily.

Before you begin

  • Refer to a recent statement. It's easier to complete the process using an account statement from your current firm. If you don't have one handy, log in to your current account and download a pdf statement.
  • Make sure the account types match. Be sure the account type you're moving your money to matches the one you're moving from. If you're unsure, we can help you open a compatible account as part of the transfer process.

    See compatible account examples

Resume or track status of an existing transfer request.

What to expect

A transfer of assets request generally takes 5–7 business days to complete using the steps below. Once it's submitted, you'll be able to track the process.

You submit your transfer request to Fidelity.

 

We contact your current firm on your behalf.

 

After your current firm processes the request, they send your assets to Fidelity.

 

We deposit your assets into your selected account.

You submit your transfer request to Fidelity. We contact your current firm on your behalf. After your current firm processes the request, they send your assets to Fidelity. We deposit your assets into your selected account.

Are there taxes or fees?

In most cases, if you're moving a retirement account to a Fidelity retirement account of the same type, you likely won't incur taxes.

We don't charge a fee to move assets from another institution; however, your current firm may charge to transfer your assets to us.

Special considerations and life events

Does the account you're transferring from have more than one owner, such as a joint or a trust account? If so, you'll need everybody's signature before you can transfer the assets.

If you've experienced a major life event, like marriage, divorce, or the loss of a loved one, you may be asked to provide additional documentation as part of the transfer process.

Here are some examples of what you may need to provide

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