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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Your guide to transferring assets to Fidelity

Move your assets to Fidelity from an outside firm quickly and easily.

Refer to a recent statement. It's easier to complete the process using an account statement from your current firm. If you don't have one handy, log in to your current account and download a pdf statement.
Make sure the account types match. Be sure the account type you're moving your money to matches the one you're moving from. If you're unsure, we can help you open a compatible account as part of the transfer process.

See compatible account examples

Start a New Transfer

Resume or track status of an existing transfer request.

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.

In most cases, if you're moving a retirement account to a Fidelity retirement account of the same type, you likely won't incur taxes.

We don't charge a fee to move assets from another institution; however, your current firm may charge to transfer your assets to us.

Does the account you're transferring from have more than one owner, such as a joint or a trust account? If so, you'll need everybody's signature before you can transfer the assets.

If you've experienced a major life event, like marriage, divorce, or the loss of a loved one, you may be asked to provide additional documentation as part of the transfer process.

Here are some examples of what you may need to provide

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Common compatible account types

Match the account type you're transferring from to a compatible Fidelity account. If you need to open a new one, you can do it as part of the transfer process.

Current account type	Fidelity account type	Are they compatible?
Traditional IRA or Rollover IRA	Traditional IRA or Rollover IRA	Yes
Roth IRA	Roth IRA	Yes
Roth IRA	Traditional or Rollover IRA	No, these aren't compatible.
Traditional or Rollover IRA	Inherited IRA	No. If you have inherited assets, you'll need to work with your current firm to place them in an Inherited IRA before transferring them to us.
Individual or Joint Account	Individual or Joint Account	Yes, as long as one of the joint account owners is the owner of the individual account.

Additional required documents

The table below shows the paperwork you'll need if the name information registered on your current external accounts differs from what you have at Fidelity.

If your accounts:	You'll need to provide:
Have different last names	Marriage certificate or divorce decree
Have different first or middle names	One-and-the-Same Letter (PDF)

Your guide to transferring assets to Fidelity

Before you begin

What to expect

Are there taxes or fees?

Special considerations and life events

Not the transfer type you're looking for? Try one of these:

Common compatible account types

Additional required documents

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Your guide to transferring assets to Fidelity

Before you begin

What to expect

Are there taxes or fees?

Special considerations and life events

Not the transfer type you're looking for? Try one of these:

Stay Connected

Common compatible account types

Additional required documents

Important Information