Customer Service | Money movement & transfers | Fidelity

Send money from my bankLog In Required

Send money to my bankLog In Required

Transfer between Fidelity accountsLog In Required

Bank wire from FidelityLog In Required

Bank wire to Fidelity

Transfer to someone else's Fidelity accountLog In Required

Convert a Traditional IRA to a Roth IRALog In Required

Move an account to FidelityLog In Required

Set up a recurring transferLog In Required

Calculate my RMDLog In Required

Deposit a check

Set up a direct depositLog In Required

Make a qualified charitable distribution (QCD)Log In Required

Link a bankLog In Required

Manage linked accounts and banksLog In Required

Manage recurring activityLog In Required

View my transfers in Activity & OrdersLog In Required

Check status of an account transferLog In Required

Transfer investment or retirement accounts

When you transfer an individual retirement account (IRA), a brokerage account, or a health savings account (HSA) to Fidelity, it's called a transfer of assets. You can choose to transfer just some of your account, or all of it.

Before you begin

Make sure you have a recent statement from your current firm so you can easily find the information we'll need to process your transfer.

Start a transferLog In Required

Transfer a workplace account like a 401(k) or 403(b)

Transferring a retirement account to Fidelity from a former employer is called a rollover. The process varies depending on the rules assigned to your account, and it typically takes 7–10 minutes to complete the online form.

Start a rollover

Helpful resources

What you need to wire to Fidelity

Routing numbers for direct deposits and debitLog In Required

Transfer hold times and processing periods

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