If you have an old Fidelity 401(k), you have a few options, but rolling your funds over into a Carbon Collective 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 a Carbon Collective IRA:
Get your Carbon Collective 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 Carbon Collective IRA if you have one, or help you open the right type of IRA with Carbon Collective depending on your 401(k) situation!
Submit your Fidelity & Carbon Collective info
We just need a few details about you in order to verify your identity and authorize the transfer from Fidelity to Carbon Collective on your behalf.
We’ll handle the rest
Our team of experts help ensure your Fidelity funds make it to Carbon Collective and are safely deposited into your IRA with no unexpected tax implications!