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.