Print
Email

Email

Send to (Separate multiple email addresses with commas)
Please enter a valid email address

Your email address
Please enter a valid email address

Message (Optional)

Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "

Email

Your email has been sent.
Share
Share
Mutual Funds and Mutual Fund Investing - Fidelity Investments

Clicking a link will open a new window.
- Facebook
- Twitter
- LinkedIn
- Google+
Default text size A
Larger text size A
Largest text size A

Open an Account

It's easy—opening your new account takes just minutes.

Saving for retirement

Rollover IRA

Open a Rollover

Traditional IRA

Open a Traditional IRA

Roth IRA

Open a Roth IRA

Compare Roth and Traditional IRAs

Investing and trading

Brokerage Account – The Fidelity Account^®

Open a Brokerage Account

Brokerage and Cash Management

Open Both Accounts

Saving for education

529 Account

Open a 529 Account

Managed accounts

Portfolio Advisory Services Accounts

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).

638263.35.0

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