Transfer Your Assets

Moving your account to Fidelity is fast and easy

Whether you're looking to move your money into an existing Fidelity account or a new one, we can help.

Our online transfer process is simple, secure, and free:

Transfer your assets in five days or less for identically registered accounts.
Online Transfer of Assets form lets you complete the authorization process electronically.
Fidelity can take care of the rest of the process for you.

If you already have an account with us, transfer your assets today, or open an account to get started with Fidelity.

			Transfer Your Assets
			Moving your account to Fidelity is fast and easy Whether you're looking to move your money into an existing Fidelity account or a new one, we can help. Our online transfer process is simple, secure, and free: Transfer your assets in five days or less for identically registered accounts. Online Transfer of Assets form lets you complete the authorization process electronically. Fidelity can take care of the rest of the process for you. If you already have an account with us, transfer your assets today, or open an account to get started with Fidelity. Some things to consider before you begin: Generally, cash and most securities may be transferred to a Fidelity account, including IRAs. You must contact your outside financial institution directly to liquidate any assets, other than Mutual Funds, yourself before you can transfer them to Fidelity. When contacting your life insurance company about an annuity, be sure to explain that we are not conducting a 1035 exchange. Surrendering certain types of accounts may involve potential charges or fees, as well as potential loss of benefits. Please consult your tax advisor before doing so. Fidelity Brokerage Services, Member NYSE, SIPC. 480868 © 2007 FMR LLC All rights reserved. Important Legal Information.			Already a customer? Complete the Transfer of Assets form online. New to Fidelity? You'll need to open an account before transferring.