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Transfer Assets to Fidelity

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

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 Trackerlock_green

Get started

Begin your transfer and follow its progress along the way.