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: "
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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.
| 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. |
| Account details |
See account details for your current IRA’s type:
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| Account opening and annual maintenance fees |
None* *There is no cost to open and no annual fee for Fidelity's Traditional, Roth, SEP, and Rollover IRAs. A $50 account close out fee may apply. Underlying fund expenses, including low balance and short term trading fees still apply. There may also be fees and expenses associated with transacting or holding specific investments.
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| Trading fees* |
$7.95 for online U.S. equity trades |
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.
Choose a Traditional IRA or Roth IRA. If you are transferring an existing IRA to Fidelity, choose the same type as the current account.
