Once you log in, you will be able to choose an existing Fidelity account or open a new one to transfer your assets. It can be helpful to have a statement in front of you during this process.
Welcome! To transfer your assets, first you need to open a Fidelity account. Here's a quick look at what you'll need. Please enter your name and email address.
Opening your new account takes just a few minutes. You will need to provide information about yourself, including your address, date of birth, Social Security number, and more. Please ensure that the information you enter is the same as shown on your statement from your delivering account. Some of these questions are required to protect you from fraud.
Once you open your new Fidelity account, you can easily start your transfer online. You will need the name of the financial institution, the account number and registration type, and the names of the account owners. It can be helpful to have a statement in front of you during this process. You can track the status of your transfers at any time each step of the way.
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