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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Rollover IRA

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Investing and trading

Brokerage Account – The Fidelity Account^®

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Brokerage and Cash Management

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Saving for education

529 Account

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Managed accounts

Fidelity Go^®

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Fidelity^® Personalized Planning & Advice

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Planning & Advice Account

Portfolio Advisory Services Accounts

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Free commission offer applies to online purchases of Fidelity ETFs and iShares ETFs in a Fidelity retail 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.

Fidelity^® Personalized Planning & Advice provides non-discretionary financial planning and discretionary investment management for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Discretionary portfolio management services provided by Strategic Advisers LLC (Strategic Advisers), 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, Strategic Advisers, FBS and NFS are Fidelity Investments companies.

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

638263.43.0

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

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Accounts you can transfer