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
Is an account transfer right for you?
Yes, if you want to transfer:
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All or part of an investment account, including specific investments in-kind
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Retirement or health savings accounts, like IRAs and HSAs
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Liquidated annuities, CDs, or holdings from an investment account |
No, if you want to transfer:
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Cash from a checking or savings account
Instead, start an electronic funds transfer (EFT)Log In Required by linking your bank. |
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A workplace savings account
Instead, use our designated rollover process for 401(k)s or 403(b)s. |
How it works
To start an online transfer, you'll need:
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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.
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