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 Tracker.
Begin your transfer and follow its progress along the way.