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Managed accounts

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Questions?

Free commission offer applies to online purchases of Fidelity ETFs and select iShares ETFs in a Fidelity brokerage account. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal).

This site is for U.S. residents with a valid U.S. address. Not a U.S. resident? Visit our International Investment site.

Portfolio Advisory Services accounts are discretionary investment management accounts offered through Fidelity^® Wealth Services for a fee.

Fidelity Go^® provides discretionary investment management for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS and NFS are Fidelity Investments companies.

For information regarding how Fidelity representatives are compensated, view Fidelity Representatives' Compensation Disclosure (PDF).

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Accounts you can transfer

To transfer assets to Fidelity from another firm, first open a compatible Fidelity account.

Account to transfer	Compatible Fidelity account
Brokerage Account	The Fidelity Account^®	Open Now
Traditional IRA	Traditional IRA	Open Now
Roth IRA	Roth IRA	Open Now
SIMPLE-IRA	SIMPLE-IRA	Open Now
SEP-IRA	SEP-IRA	Open Now
Rollover IRA	Rollover IRA	Open Now

Already have a compatible Fidelity account? Transfer an account.

Account to roll over	Compatible Fidelity account
401(k) or other pre-tax qualified plan*	Rollover IRA	Open Now
Designated Roth Account	Roth IRA	Open Now
403(b) – pre-tax	Rollover IRA	Open Now
457(b) – government	Rollover IRA	Open Now

Already have a compatible Fidelity account? Roll over an eligible workplace account.

*Qualified plans include profit-sharing, money purchase and Defined Benefits plans.

Not sure what to do? You can always call 800-343-3548.

Mutual Funds and Mutual Fund Investing - Fidelity Investments