IRA Transfer: Move Your IRA to Fidelity
If you have an IRA with another provider, a direct trustee-to-trustee transfer to a Fidelity IRA can help you simplify your finances, take advantage of our low costs, and gain access to guidance and a wide range of investment options.
Advantages of moving an IRA to Fidelity
Give your IRA the benefit of our award-winning online trading and account access.
If you already have a Fidelity IRA, moving the rest of your IRAs allows you to manage them in one place.
Consolidating your IRAs allows a more complete view of your retirement savings picture, making it easier to maintain a desired asset allocation.
A wide range of mutual funds, stocks, bonds, ETFs, and FDIC-insured CDs
|Support and guidance||
One-on-one guidance—in person, online, or over the phone
Research and tools to help you create a long-term plan and choose investments
Transfer quickly and easily, online, by phone, or in person at an Investor Center.
|Account opening and annual maintenance fees||
There is no opening cost or annual fee for Fidelity's Traditional, Roth, SEP, SIMPLE, and rollover IRAs. Fund investments held in your account may be subject to management and short-term trading fees, as described in the offering materials. For all securities, see the Fidelity commission schedule (PDF) for trading commission and transaction fee details.
$4.95 for online U.S. equity trades