Use the checklist below for your specific account type or call 800-343-3548 to start the process.
Deadline: December 31 of the tax year – if this date falls on a weekend, the processing deadline is 4 pm ET on the last business day of the year
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: "
If you've decided on a Roth IRA conversion for your existing retirement account, you can get started on your own or have one of our investment professionals help you every step of the way.
Use the checklist below for your specific account type or call 800-343-3548 to start the process.
Deadline: December 31 of the tax year – if this date falls on a weekend, the processing deadline is 4 pm ET on the last business day of the year
Step 1: Open a Fidelity traditional IRA
Step 2: Transfer the existing IRA assets to your new Fidelity traditional IRA
Step 3: Convert your IRA onlineLog In Required
Convert your IRA onlineLog In Required
Follow this simple process online.
If you prefer, you can download and mail in a Fidelity Roth IRA Conversion form (PDF); or call 800-544-6666 for assistance.
Note: As of 2018, IRA owners are no longer allowed to reverse Roth IRA conversions. Consult your tax advisor before processing a Roth IRA conversion to prepare for any additional tax consequences.
If you qualify, you can roll over assets from your old 401(k) directly to a Roth IRA.
Step 1: Open a Fidelity Roth IRA
Follow this simple process online to open your Roth account.
Step 2: Call the plan's toll-free number located on your statement and a Fidelity representative will assist you in rolling over your assets to your new Fidelity Roth IRA.
Step 1: Open a Fidelity Roth IRA
Follow this simple process online to open your Roth account.
Step 2: Call 800-343-3548 or visit an Investor Center. A Fidelity representative will assist you in rolling over your assets to your new Fidelity Roth IRA.
Important Information