Transfer Fidelity Account to Fidelity

How to Transfer a Fidelity Account to TD Ameritrade, Charles Schwab, Etrade & Others (2022)

How to move Fidelity account/stocks/assets/money to Etrade, Ally Invest, or Merrill Edge.

Transfer a Fidelity Account to Another Broker

Fidelity customers who are thinking about trying out a new brokerage firm might want to consider Schwab, TD Ameritrade, Vanguard, E*Trade, or Ally Invest. Transferring a Fidelity account to one of these firms isn't that complicated. Here's a rundown on how to do it.

The Fidelity Side

The new broker handles the forms, electronic or paper, for completing a brokerage account transfer.

The old broker might charge a fee for the transfer. After all, they don't want you to leave. Fidelity is nice enough to charge nothing. This policy applies to both full and partial transfers.

How to Transfer Fidelity Account to TD Ameritrade

The on-line form at TD Ameritrade can be found by going to 'My Account' then clicking on 'Other Transfers' under 'Deposits & Transfers'.

How to Transfer a Fidelity Account to Ameritrade

Live chat is available with a transfer specialist. The broker also displays a customer service phone number in the right-hand side of the screen. Ask Ted is a robo chat service offered on the TD Ameritrade website. It is able to answer questions about transferring accounts. Finally, there is a small FAQ devoted to transfer issues.

A statement from Fidelity needs to be submitted to TD Ameritrade.

The broker promises 5-8 business days for complete transfers and 3-4 weeks for partial transfers.

The best way to open a TD Ameritrade account is by using their promotion link, which gives you account transfer fee reimbursement.

Take a look at the detailed TD Ameritrade Review »

Open Account

$0 commissions + transfer fee reimbursement.

Open TD Ameritrade Account

How to Move Fidelity Account to Ally Invest

The best priced company in this article, Ally Invest, offers incentive for you to transfer your brokerage account to them. You start by clicking on their promotion link, and at some point of account opening process you will be able to specify that a new account should be funded by account transfer, also called ACAT, from another brokerage – Fidelity.

A recent Fidelity statement must also be submitted. The process should take 5-7 business days for non-retirement accounts, and up to 2 weeks for an IRA.

Take a look at the detailed Ally Invest Review »

Open Account

Up to $3,000 cash bonus + $0 commission trades.

Open Ally Invest Account

How to Transfer Fidelity Account to E*Trade

To make transferring an account quick and easy, E*Trade has a simple on-line form to submit an account transfer request.

How to Transfer a Fidelity Account to Etrade

A transfer can take as long as 2 weeks with this broker. Make sure you don't need to trade securities during that time.

When completing the form, you first need to select the name of the old broker; in this case, it's Fidelity. Next, choose the account type, such as a Traditional IRA. You must also select the E*Trade account you want to transfer to. The account types must match. For example, a 401(k) plan can't be transferred to a joint account.

The form also asks for the title of the Fidelity account. This is just the account holder's name.

E*Trade requires a Fidelity brokerage statement with the application. Fortunately, the statement can be submitted on-line.

On the E*Trade website, there is a handy account transfer FAQ. It answers several important questions on transferring accounts.

Take a look at the detailed E*Trade Review »

Open Account

Get zero commission on stock and ETF trades.

Open Etrade Account

How to Transfer Fidelity Account to Schwab

Schwab also has a user-friendly transfer form on its website. To complete the form, you first want to enter the name of the broker where the current account is located—Fidelity in this case. This broker is highlighted by Schwab below the search field. Just click on it.

How to Transfer a Fidelity Account to Charles Schwab

After choosing Fidelity, you need to pick the type of account you want to move, such as a trust or a regular brokerage account. Now enter your Fidelity account number.

You'll also need to specify if you want to transfer the whole account or just a selection of securities.

Finally, be sure to choose the Schwab account you would like to transfer to.

Schwab states that it can take as long as 6 weeks, or even more, for the transfer to complete; although these transfers typically are completed sooner than that.

Take a look at the detailed Charles Schwab Review »

How to Move Fidelity Account to Vanguard

New Vanguard clients can also use a handy on-line form. Doing so makes the process quick and easy.

Once you're logged into the Vanguard site, it's time to find the form. The easiest way to do this is to type 'Transfer Account' in the search field, which appears in the upper-right corner. After performing the search, the form will appear.

How to Transfer a Fidelity Account to Vanguard

Start by entering Fidelity as the broker to be transferred from. You'll need to enter the approximate value of the Fidelity account.

A partial transfer is possible, in which case you want to be sure to enter the particular assets you're transferring.

The Vanguard form has a nice feature that allows an application to be saved. There's also a phone number displayed on the screen. If you need any assistance filling out the form, be sure to give the broker a call. Useful questions about account transfers also appear at the bottom of the screen.

Take a look at the detailed Vanguard Review »

Transferring Fidelity Account To Another Broker Summary

Moving securities from Fidelity to another broker is fairly straightforward. Picking a broker that has an on-line transfer form makes the process that much easier.

About the Author
Chad Morris is a financial writer with more than 20 years experience as both an English teacher and an avid trader. When he isn’t writing expert content for, Chad can usually be found managing his portfolio or building a new home computer.