The names of all the account owners Note: A signature guarantee* is required only if the gift is for $10,000 or more. You can bring the letter to your local investor center or mail it to Fidelity at this address: Fidelity Investments Note: Please do not mail the letter to your local investor center. *Fidelity requires a Medallion Signature Guarantee when it is essential to
ensure the authenticity of the signature. A signature guarantee is a widely accepted way to protect customers and investment companies from the legal repercussions resulting from invalid or illegal endorsements. You should be able to obtain a signature guarantee from a bank, a broker, a dealer, a credit union (if authorized under state law), a securities exchange or association, a clearing agency, or a savings association. A notary public cannot provide a signature guarantee. We
cannot accept a notarization instead of a signature guarantee. Note: When connecting to an app via a Fidelity account and routing number, the app will refer to UMB Bank, our banking partner. Make mobile payments faster and easier.
Transfer an account to FidelityWe make it easy to transfer all or part of an account to Fidelity—including stocks, bonds, mutual funds, and other security types—without needing to sell your holdings.1 Is an account transfer right for you?Yes, if you want to transfer:
No, if you want to transfer:How it works You submit your transfer request to Fidelity. After processing the request, your current firm sends the account assets to Fidelity. We deposit your assets into your selected account. You submit your transfer request to Fidelity. To start an online transfer, you'll need:
Note: In some cases, your current firm may require you to mail in a signed transfer form. If so, we'll conveniently prefill a PDF for you to simply print, sign, and mail.
Please wait while Fidelity's Virtual Assistant loads. Ready to get started?* Fidelity's Virtual Assistant uses advanced technology and artificial intelligence to help with frequently asked questions and to enhance your digital experience. It is designed to be both anticipatory and responsive based on your search terms, information you enter in reply to the Virtual Assistant's questions, and your account and other information on file with Fidelity. Fidelity does not guarantee accuracy of the Virtual Assistant's responses or alignment of its suggestions with your intended purpose. The Virtual Assistant does not recommend the purchase or sale of specific securities or digital assets. While it may offer educational information, it does not have the capability to discern what investment choices would be suitable for your personal situation. Do not attempt to place trade orders through the Virtual Assistant; it can provide you with guidance as to how to place a trade at Fidelity, but the Virtual Assistant cannot execute trades on your behalf. Any personal, account or other information you provide to the Virtual Assistant, as well as all search information entered, may be retained, accessible to Fidelity personnel, and used and shared consistent with Fidelity's Privacy Policy. Notwithstanding, you should not provide the Virtual Assistant with credit or debit card information or protected health information. 1. There are some security types that Fidelity is unable to hold. If that's the case, you will need to liquidate those assets in order to move them to Fidelity. 2. Your transfer could be completed in as little as one week. In some cases, it may take longer, but you can track your progress along the way. Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request. 638280.21.0 Are transfers between Fidelity accounts instant?Timing. EFTs in and out of Fidelity accounts are generally received within 1-3 business days, though the funds may immediately be available for trading. Electronic funds transfers (EFTs) are not processed on Saturdays, Sundays, or New York Stock Exchange and bank holidays.
How long does it take to transfer money from one Fidelity account to another?Online transfers (or EFTs) from a checking or savings account should process within 1 to 3 business days if you submit your transfer by 4 p.m ET. If you deposit a check via mobile app before 4 p.m. ET, the deposit should process within 4 business days. Deposits made via wire transfer typically process within 24 hours.
Can I link 2 Fidelity accounts?Multiple Fidelity accounts for different people living at the same address can mean lots of mail. Fortunately, you can combine all eligible accounts in a household onto one consolidated statement to cut down the amount of mail or email communications you receive from us.
How do I link another Fidelity account?How do I add an account to Portfolio > Summary? Click the View Other Account link at the bottom of the Summary page to start the process. During the View an Account process, you can search for and add your accounts from the thousands of financial institutions that participate in this service.
|