- Fidelity NetBenefits - Transfer
Access Fidelity NetBenefits to manage your retirement accounts and transfer assets easily
- Customer Service | Money movement transfers | Fidelity
Whether you have a retirement account from a former employer or a brokerage account at another financial institution, we can help you easily transfer your accounts to Fidelity
- Transfer Rollover Exchange Form - Fidelity NetBenefits
If your current employer does not offer a retirement plan recordkept by Fidelity, your employer needs to establish a retirement plan prior to your vendor or contract exchange, or rollover to a Fidelity account
- Log In to Fidelity NetBenefits
New to Fidelity NetBenefits ®? By using this website, you consent to the use of cookies as described here However, if you do not agree to our cookies policy, you can change your cookie settings at any time Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 ©1998-2025 FMR LLC All Rights Reserved
- Transfer Your Assets-Investments to Fidelity
If you have a workplace plan with Fidelity, you can do the entire rollover through your NetBenefits ® account You don’t need any additional paperwork and the money will be transferred within a few days
- Forms - Fidelity NetBenefits
Move funds to your 403 (b) from a previous investment provider Also consolidate multiple employer-sponsored retirement accounts currently at Fidelity Designate a trust as the beneficiary of a retirement plan or claim benefits as a trustee of the employee's trust
- Customer service | Fidelity NetBenefits
Contact Fidelity by phone or online For a personalized customer service experience, log in to NetBenefits
- Fidelity NetBenefits - Transfer
Access Fidelity NetBenefits for managing retirement plans, employee benefits, and personal data transfer securely
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