Transfer an Account to Fidelity
Move your account from another firm quickly and efficiently. We'll help you every step of the way.
What you'll 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.
Resume or check the statusLog In Required of an existing transfer request.
Other account transfer options
Questions?
- 800-396-8982 800-396-8982
- Find an Investor Center
Transfer assets by mail (PDF)
Use this form if you prefer to move assets to Fidelity by mail.
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