If you have an old Fidelity 401(k), you have a few options, but rolling your funds over into an Ally IRA is a great way to keep track of your savings and make sure you’re in control, not your former employer.

We’ve made it easy to roll over your Fidelity 401(k) into an Ally IRA:


Step 1

Get your Ally IRA ready

Most people who choose to do a 401(k) rollover move their funds into an IRA (or individual retirement account). IRAs give you more control over your savings and investments because they aren’t limited by the terms and fees negotiated by your employer.

We can use your existing Ally IRA if you have one, or help you open the right type of IRA with Ally depending on your 401(k) situation!


Step 2

Submit your Fidelity & Ally info

We just need a few details about you in order to verify your identity and authorize the transfer from Fidelity to Ally on your behalf.


Step 3

We’ll handle the rest

Our team of experts help ensure your Fidelity funds make it to Ally and are safely deposited into your IRA with no unexpected tax implications!

It's easy to get started

Get connected with a rollover expert

We’ve moved hundreds of Fidelity 401(k)s into an Ally IRA. Rest easy knowing you have an expert in your corner throughout the entire process.

Fidelity 401(k) Details

Phone number
Fax number
Hours of operation
Monday - Friday: 8:30am - 12am EST, No weekend hours
PO Box 770002, Cincinatti, OH, 45277-0090

Ally IRA Details

IRA products
Self-managed IRA
P.O. Box 30248, Charlotte, NC, 28230