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In this tutorial, you'll learn how to transfer stocks or assets from another broker to your new Fidelity account. To begin, ensure you have an active Fidelity account; pause the video if you need to set one up. Additionally, your current brokerage account should have no money movement during the transfer—make sure your stocks are purchased and funds are settled. To start the transfer, go to the Accounts and Trade tab in your Fidelity account and select the fifth option, "Transfer." Follow the instructions from there to complete the process.
