If you have an old Fidelity 401(k), you have a few options, but rolling your funds over into a Charles Schwab 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 Charles Schwab IRA:
Step 1
Get your Charles Schwab 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 Charles Schwab IRA if you have one, or help you open the right type of IRA with Charles Schwab depending on your 401(k) situation!
Step 2
Submit your Fidelity & Charles Schwab info
We just need a few details about you in order to verify your identity and authorize the transfer from Fidelity to Charles Schwab on your behalf.
Step 3
We’ll handle the rest
Our team of experts help ensure your Fidelity funds make it to Charles Schwab and are safely deposited into your IRA with no unexpected tax implications!
Get connected with a rollover expert
We’ve moved hundreds of Fidelity 401(k)s into a Charles Schwab IRA. Rest easy knowing you have an expert in your corner throughout the entire process.
Fidelity 401(k) Details
Charles Schwab IRA Details
