Transfer assets to Fidelity

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

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

Is a transfer of assets 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.

† There are some security types that Fidelity is unable to hold. If that's the case, you will need to liquidate those assets in order to move them to Fidelity.

Step 1: Locate a statement

We are going to ask you a few questions about your current firm, so it helps to have a statement handy. In some cases, you'll need to provide a statement to help with processing.

Step 2: Start our online process

Estimated time: 7–10 minutes


Simply select the "Start a transfer" button at the top of this page. We'll quickly guide you through the important details we need to know, as well as your transfer preferences.


You'll need:


  • Current firm's name and account details
  • Additional ownership information, if multiple owners
  • Details on individual investments you're transferring

Please note

In some cases, your current firm may require you to mail in a signed transfer form. If so, we'll make it as convenient as possible by prefilling a PDF that you can simply print, sign, and mail.



mailbox

Step 3: Submit your transfer

With your request submitted, we'll take it from there. We'll contact your current firm to release the assets and then deposit them directly into your chosen Fidelity account. Your transfer could be completed in as little as one week. In some cases, it may take longer, but you can track your progress along the way.

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.

FAQs

Ready to get started?

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