Why Choose Fidelity FAQs: Getting Started
How do I open an account with Fidelity?
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.
How do I transfer money into a Fidelity account?
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.
How do I roll over an old 401(k) into a Fidelity IRA?
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.
What types of assets can I transfer into a Fidelity account?
You can transfer many types of assets, including cash, stocks, annuities, and assets from an old 401(k).
How can I share Fidelity with a friend, family, or a business associate?
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:
- Share Fidelity content on social media sites by clicking Share at the top of any page on Fidelity.com.
- Attend free branch seminars and events that are open to you and your guests.
- Refer people to learn more about Fidelity by visiting our Fidelity Friends and Family page.
How do I withdraw money and how long does it take?
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.