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Written by Taylor Danielle on October 22, 2023
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How To Transfer From E*TRADE To Fidelity 2023

Transferring your investment assets from one brokerage to another can seem complicated, but it actually isn't.

If you're looking to move your assets from E*TRADE to Fidelity, this article will guide you through the process.

What is Fidelity?

Fidelity is a respected and well-established brokerage firm, offering a wide range of investment opportunities, exceptional customer service, and a user-friendly online platform.

The process of transferring your assets from E*TRADE to Fidelity is straightforward and typically takes 3–5 business days.

Here's how it works.

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1. Submit Your Transfer Request

To initiate the transfer, start by submitting a transfer request within Fidelity.

This can be done quickly and easily online and typically takes just 5–7 minutes of your time.

2. Fidelity Contacts Your Current Firm

After you've submitted the transfer request, Fidelity will take care of the next steps.

They will contact your current brokerage firm to request the assets from your account.

3. Assets Transfer

Once Fidelity's team has processed your request and received the necessary information from your current firm, they will arrange for the assets in your E*TRADE account to be transferred to your Fidelity account.

4. Deposit into Your Fidelity Account

After receiving the assets, Fidelity will deposit them into your selected Fidelity account.

You will then have full access to your investments through their platform.

E*TRADE's Transfer Fee

It's important to be aware that E*TRADE charges a $75 fee for a full account transfer out.

Things to Keep in Mind

While the process is relatively straightforward, here are some essential considerations when transferring your assets from E*TRADE to Fidelity:

  • Account Types: Ensure that Fidelity supports the type of accounts and investments you want to transfer. Fidelity is known for its versatility, but it's always wise to confirm.
  • Account Information: Make sure the information you provide to Fidelity is accurate and matches your E*TRADE account details to prevent any delays or complications.
  • Partial Transfers: You have the option to transfer all or only part of your assets. If you're not looking to move everything, specify which investments you wish to transfer.
Article written by Taylor Danielle

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