Transfer an account to Fidelity

We make it easy to transfer all or part of an account to Fidelity—including stocks, bonds, mutual funds, and other security types—without needing to sell your holdings.1

Resume or track statusLog In Required of an existing transfer request.

Is an account transfer right for you?

Yes, if you want to transfer:

All or part of an investment account, including specific investments in-kind

Retirement or health savings accounts, like IRAs and HSAs

Liquidated annuities, CDs, or holdings from an investment account

No, if you want to transfer:

don't transfer Cash from a checking or savings account
Instead, start an electronic funds transfer (EFT)Log In Required by linking your bank.

don't transfer A workplace savings account
Instead, use our designated rollover process for 401(k)s or 403(b)s.

How it works

You submit your transfer request to Fidelity.
5-7 minutes

 

Fidelity contacts your current firm, requesting the account assets.

 

After processing the request, your current firm sends the account assets to Fidelity.

 

We deposit your assets into your selected account.
5-14 days2

You submit your transfer request to Fidelity.
5-7 minutes
Fidelity contacts your current firm, requesting the account assets. After processing the request, your current firm sends the account assets to Fidelity. We deposit your assets into your selected account.
5-14 days2

To start an online transfer, you'll need:

  • A statement from your current firm to reference
  • Your current firm's name and account details
  • Additional ownership information, if multiple account owners
  • Details on individual investments you're transferring

Note: In some cases, your current firm may require you to mail in a signed transfer form. If so, we'll conveniently prefill a PDF for you to simply print, sign, and mail.

FAQs

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Ready to get started?

Resume or track statusLog In Required of an existing transfer request.