The benefits of rolling to Fidelity
- Help building a plan that keeps up with a changing market and can adapt as your needs change
- The opportunity to monitor old 401(k) savings as part of your whole retirement plan
- A wide range of investment options including Fidelity and non-Fidelity funds, stocks, bonds, ETFs, and CDs, plus help choosing them
- An easy-to-follow rollover process, with access to a specialist along the way
We're here to help
Our rollover specialists are here for you. Call us, chat with an investment professional, or visit an investor center.
Be sure to consider all your available options and the applicable fees and features of each before moving your retirement assets.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917