Before you start, you'll need to know:
- The date of birth, Social Security or tax ID number, and contact information for any account owner you're adding
- The account type: brokerage, cash management, or mutual fund account
- The primary owner listed on the account
Note: If you want to update more than one account, you'll need to make the changes separately.
I want to change my registration because... | How can I do this? | What else should I know? |
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If you have a nonretirement account, you can change your account's registration onlineLog In Required. |
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A minor has turned 18 years old, or is the age of majority |
To change your custodial account (UGMA/UTMA) to an individual account, complete the change onlineLog In Required. |
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I'm getting divorced |
If you have a nonretirement account, you can change your account's registration onlineLog In Required. If you have an IRA, please use the Transfer Due to Divorce—IRA (PDF) form and include:
Note: If you have a self-employed 401(k) or Keogh account, call us at 800-544-5373 for instructions. |
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I've recently lost a loved one |
Before you begin, please notify Fidelity about the death. To change your joint account to an individual account:
If you're inheriting an IRA, learn about your choices. Note: If you have a self-employed 401(k) or Keogh account, call us at 800-544-0003 for instructions. |
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To set up a new trust, or make changes to an existing trust (e.g., remove a trustee due to death or add a new trustee) complete your change onlineLog In Required:
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