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
| Easier management |
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. |
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| Consolidation |
Consolidating your IRAs allows a more complete view of your retirement savings picture, making it easier to maintain a desired asset allocation. |
| Investment options |
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 process |
Transfer quickly and easily, online, by phone, or in person at an Investor Center. |
IRA features
| Account details |
See account details for your current IRA’s type:
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Fees
| Account opening and annual maintenance fees |
None*
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. |
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| Trading fees† |
$4.95 for online U.S. equity trades |
Next steps
Move your savings—start the process online or call us at 800-343-3548 for help.
Additional resources
Move assets from a 401(k) or other workplace plan
Find out how to move assets from an old workplace plan to a Fidelity IRA by rolling them over.
