Rollover an IRA - Open an Account | Fidelity Investments

Fidelity rollover IRA

Manage your own investments

No minimum to open an account¹
Access to robust planning tools, and support from a Fidelity representative as needed²
You are responsible for choosing and managing your investments

Open an account

Fidelity Go^® rollover IRA

Let us handle the investing so you don't have to.

No account minimums³
Unlimited 1-on-1 coaching calls with a dedicated team of Fidelity advisors once your account balance reaches $25,000
Investments managed for you based on your preferences and unique financial situation

Open an account

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Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

1.

No account fees or minimums to open Fidelity retail IRA accounts. Expenses charged by investments (e.g., funds, managed accounts, and certain HSAs), and commissions, interest charges, and other expenses for transactions, may still apply. See Fidelity.com/commissions for further details.

2. Clients with $250,000 or more at Fidelity may be eligible for dedicated Fidelity advisor access.

3. There is no minimum amount required to open a Fidelity Go account. However, in order for us to invest your money according to the investment strategy you've chosen, your account balance must be at least $10. The Fidelity Go program advisory fee is calculated and charged at the account level.

4. Fidelity^® Wealth Services ("FWS") offers three service levels, each with its own fees, features, and eligibility requirements. Wealth Management service level clients must generally qualify for support from a dedicated Fidelity advisor, which is based on a variety of factors (for example, a client with at least $250,000 invested in eligible Fidelity account(s) would typically qualify). Account investment minimum is $50,000. For details, review the Program Fundamentals available online or through a representative.

Fidelity Go® and Fidelity® Wealth Services are advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, for a fee. 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 Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

560620.38.0

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Fidelity rollover IRA

Fidelity Go® rollover IRA

Fidelity Go^® rollover IRA