If you have an old Fidelity 401(k), you have a few options, but rolling your funds over into a Merrill Lynch 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 Merrill Lynch IRA:


Step 1

Get your Merrill Lynch 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 Merrill Lynch IRA if you have one, or help you open the right type of IRA with Merrill Lynch depending on your 401(k) situation!


Step 2

Submit your Fidelity & Merrill Lynch info

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


Step 3

We’ll handle the rest

Our team of experts help ensure your Fidelity funds make it to Merrill Lynch 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 a Merrill Lynch 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

Merrill Lynch IRA Details

Merrill Lynch
Merrill Lynch
IRA products
Self-managed IRA
P.O. Box 29002, Hot Springs, AR, 71903-9002