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: "
Opening an account is easy and takes just minutes. You can open one online, by phone, or in person at a branch. However, the specific process and requirements vary widely depending on the type of account you're interested in.
There are many options (check, electronic funds transfer, wire, etc.) for transferring assets into a Fidelity account. There are specific requirements (and occasionally fees) associated with these transactions.
You can do it yourself by opening a Fidelity IRA (if you don't already have one), and then contacting your plan administrator to request a distribution. Or, we can make the rollover process even easier. Simply contact a Fidelity rollover specialist at 800-343-3548. We can help you with everything from speaking with your old employer to choosing investments.
You can transfer many types of assets, including cash, stocks, annuities, and assets from an old 401(k).
The greatest compliment you can give us is the referral of family, friends, and business associates. Here are a few ways that you can easily share the benefits of being a Fidelity customer:
There are several options for withdrawing money from your account, and the amount of time varies depending on which option you choose. Visit Deposits and Withdrawals to get detailed timing and pricing information.
From time to time, Fidelity Brokerage Services, LLC (Fidelity) may make promotional offers available to existing Fidelity brokerage customers (the Referral Program). Generally offers are valid for existing Fidelity brokerage customers who refer a prospective customer to Fidelity Brokerage Services LLC. A prospective customer must be a new customer to Fidelity Brokerage Services LLC and must open a new Fidelity brokerage account and meet the minimum funding requirements of that account. Fidelity may change, restrict or revoke any offer at any time. Customers who refer family members who open an IRA or other tax-exempt account are not eligible for this offer. For purposes of this offer, a "family member" shall mean a spouse, ancestor (e.g., parent or grandparent), lineal descendant (e.g., child or grandchild) and any spouse of a lineal descendant.
Offers are not valid for non-U.S. residents, clients of registered investment advisors working with Fidelity Investments, persons affiliated with FINRA, or employees of Fidelity, its affiliates, and members of their immediate families and households, a securities exchange or its members. Certain states and local jurisdictions have laws that limit or restrict public employees from accepting items of value from vendors such as Fidelity that provide services to public institutions. Some public entities such as governments, state universities, health care organizations, etc., also have internal policies that may contain similar restrictions. If you are a public official or employee, you should determine if one of these laws or internal policies applies to you. By accepting this incentive, we assume that you are in compliance with your jurisdiction's laws and institution's internal policies. Other terms and conditions may apply.
All taxes and other costs associated with the acceptance and use of promotional offers are solely the responsibility of the recipient. Rewards will be subject to tax reporting as determined by Fidelity. If you are associated with a fiduciary, corporate or comparable type of account, it is your responsibility to ensure that you are not prohibited from accepting a promotional reward under applicable laws, rules or fiduciary considerations.
Move assets from an existing account into one with Fidelity.