If you'd like to have a Fidelity rollover specialist on the line with you when you call, call us first at 800-343-3548. If there are both pre-tax and post-tax contributions in your 401(k), you might need to open a Roth IRA too.

100 Crosby Parkway KC1H Call or write to Fidelity or visit Fidelity.com for a free prospectus and, if available, summary prospectus containing this information.

4.00% rate available for debit balances over $1,000,000. [email protected]. 401(k) Participants & Employees of Corporations, 403(b) & 457(b) Participants & Employees of Non-profits. Fidelity was named Best Overall Online Broker, and also first in Equity Trading Tools, Research Tools, Low-Cost/ETF Trading, Investment Research, Mobile Trading Platforms/Apps, and Portfolio Analysis & Reports.

Before trading options, please read Characteristics and Risks of Standardized Options. If so, you can do the entire rollover through your NetBenefits®. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance. While active ETFs offer the potential to outperform an index, these products may more significantly trail an index as compared to passive ETFs. It's most often a spouse, and sometimes, Fidelity. Results based on ratings in the following categories: Commissions and fees, Investment choices, Mobile app, Tools, Research, Advisory services and User experience. Fidelity commissioned Corporate Insight to study bond pricing, available online, for self-directed retail investors from three brokers (Merrill Lynch, Morgan Stanley, and Wells Fargo) that offer corporate and municipal bonds for comparison to Fidelity’s standard online pricing. Fidelity uses cookies to provide you with the best possible online experience. See https://www.fidelity.com/commissions for more information and/or the fund’s prospectus for details.

For complete rules, download the Fidelity Spire app and go to the Offers section or go to. More information about the Corporate Insight Bond Pricing Study is available at, You may be eligible to earn additional Points on eligible Net Purchases, in addition to the Points you may earn in the Fidelity.

Fidelity tied Interactive Brokers for #1 overall. We offer these options for getting invested: Our rollover specialists can help with anything from understanding the options for your old 401(k) to guiding you through each step of the rollover process.

All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. If you have shares of company stock, it's easiest to give us a call at 800-343-3548 and one of our rollover specialists can help you understand your options and take action.

The fee is subject to change. Download the app for full terms. If additional paperwork is required, have them send it to you, and we can help you complete it if needed.

* There are no opening, closing or annual fees for Fidelity's Traditional, Roth, SEP, SIMPLE, and rollover IRAs. Username Your username (up to 15 characters) can be any customer identifier you’ve chosen or … As with any search engine, we ask that you not input personal or account information. Quite often, it is. All Rights Reserved. No purchase or transaction necessary to enter the Fidelity Spire Student Loan Giveaway.

Is your old 401(k) with a different provider? Quick links: If you have trouble finding this information, call your former employer. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation. 1 overall out of eleven online brokers. This is a very important step—investing is how your money has the potential to grow over time. With no annual fees, and some of the most competitive prices in the industry, we help your money go further. All rights reserved. Important: The check should be made payable to Fidelity Management Trust Company (or FMTC), FBO [your name].

Password Your password is a combination of letters, numbers, and/or special characters. First, identify the provider of your old 401(k). © Investor's Business Daily, Inc. All rights reserved.

Check and deposit details. The information herein is general in nature and should not be considered legal or tax advice. Investment minimums apply. Opportunities exist in dividend-paying value stocks, convertible bonds, MLPs, and more. Investing involves risk, including risk of loss.

© 1996-2020 FMR LLC. Consult an attorney or tax professional regarding your specific situation. You can have the money sent directly to us to deposit into your account, or deposit it yourself.

Which IRA should you consider for your rollover? Fidelity now offers the Fidelity ZERO Total Market Index Fund (FZROX), Fidelity ZERO International Index Fund (FZILX), Fidelity ZERO Large Cap Index Fund (FNILX), and Fidelity ZERO Extended Market Index Fund (FZIPX) available to individual retail investors who purchase their shares through a Fidelity brokerage account.
Is your old 401(k) with Fidelity? Supporting documentation for any claims, if applicable, will be furnished upon request. Open both accounts
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Please enter a valid email address. Please Click Here to go to Viewpoints signup page. Cincinnati, OH 45277-0037, Fidelity Investments, attn: Direct Rollovers Elections and your money Fidelity does not provide legal or tax advice. Certain complex options strategies carry additional risk. Copyright 1998-2020 FMR LLC.

e.g. Outside U.S. Employees If you currently use your Participant Number to log in, consider creating a more secure personalized username. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street: Smithfield, RI 02917. We apologize for any inconvenience. Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site.

While there are no program enrollment fees, eligible accounts are charged an advisory fee.

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$0.00 commission applies to online U.S. equity trades, exchange-traded funds (ETFs), and options (+ $0.65 per contract fee) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. From complex wealth management to your retirement needs, we can help you with financial planning. Retirement & Wealth Programs.

Fidelity uses cookies to provide you with the best possible online experience. Discretionary investment management services provided through Fidelity Personal and Workplace Advisors LLC, a registered investment adviser, for a fee. If you have an account on Fidelity.com, use the same username and password. Zero account minimums and Zero account fees apply to retail brokerage accounts only. Fidelity Investments There is an Options Regulatory Fee (from $0.03 to $0.05 per contract), which applies to both option buy and sell transactions.