Fidelity Investments: Transfer and Consolidate IRAs

Simplify your savings with one IRA

Bring all your existing IRAs to Fidelity and enjoy easy management, broad choices, and fewer hassles.

It’s easy to consolidate your IRA accounts

Transferring other IRA assets online only takes a few clicks. And, while you’re at it, consider making this year’s contribution.

Reasons to transfer your IRA savings

Easy management
One Fidelity IRA can make it easier to manage your portfolio and stay properly diversified. Keep in mind that diversification isn’t about the number of IRAs you have, but it’s about the underlying investments you may have in your account.
Broad choices
Choose from thousands of mutual funds, plus stocks, bonds, CDs, and treasuries. Or build a diversified portfolio with a single investment in a
Fidelity Freedom Fund^®2
Fewer hassles
One statement. One password. No account fee.

There is no brokerage account fee on Fidelity’s Traditional, Roth, SEP, and Rollover IRAs. Fund expenses and brokerage commissions still apply. Depending on your situation, fees may include low–balance fees, short–term trading fees and account closing fees.
Performance of the Freedom Funds depends on that of their underlying Fidelity funds. These funds are subject to the volatility of the financial markets in the US and abroad and may be subject to the additional risks associated with investing in high–yield, small–cap, and foreign securities.


			There is no brokerage account fee on Fidelity’s Traditional, Roth, SEP, and Rollover IRAs. Fund expenses and brokerage commissions still apply. Depending on your situation, fees may include low–balance fees, short–term trading fees and account closing fees. Performance of the Freedom Funds depends on that of their underlying Fidelity funds. These funds are subject to the volatility of the financial markets in the US and abroad and may be subject to the additional risks associated with investing in high–yield, small–cap, and foreign securities.