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


Step 1

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


Step 2

Submit your Fidelity & TD Ameritrade info

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


Step 3

We’ll handle the rest

Our team of experts help ensure your Fidelity funds make it to TD Ameritrade 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 TD Ameritrade 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

TD Ameritrade IRA Details

TD Ameritrade
TD Ameritrade
IRA products
Self-managed IRA
Automated IRA
PO Box 2789, Omaha, NE, 68103-2229