Transfer Assets to Fidelity
Move your account from another firm quickly and efficiently. We'll help you every step of the way.
- Email
Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "
Your email has been sent.
- Share
Mutual Funds and Mutual Fund Investing - Fidelity Investments
- Default text size A
- Larger text size A
- Largest text size A
What you 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.
What to expect
The transfer will take approximately 5 days to process. You can monitor the status with our Transfer Tracker. 
Get started
Begin your transfer and follow its progress along the way.
638280.1.1