Transfer Assets from Another Institution

First, you need a matching Fidelity account to receive your assets:

To transfer assets to Fidelity from another firm, you must have an account with Fidelity of the same registration type as the account from which you are transferring.

When you have a Fidelity account with a matching account type:

We offer a fast, easy way to complete your transfer in three steps.

Select accounts
Using the information on your statement or online statement, specify which accounts to transfer to and from. Transferring to a 529 account (PDF)

Select assets to transfer
Tell us which assets to transfer to your Fidelity account.

Verify and submit
Make sure you're satisfied with the information you've entered, then submit your request.

Some transfer types can be processed entirely online! Others can be as easy as printing the pre-filled form, signing it, and mailing it to Fidelity.  Ready to begin?