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Go to or call 800-343-3548. Use this form to establish standing Electronic Funds Transfer (EFT) instructions on your Fidelity account, including eligible retirement and nonretirement accounts. Do NOT use this form to request a specific transaction.
Online transfers (or EFTs) from a checking or savings account should process within 1 to 3 business days if you submit your transfer by 4 p.m ET. If you deposit a check via mobile app before 4 p.m. ET, the deposit should process within 4 business days. Deposits made via wire transfer typically process within 24 hours.
Organizations choosing to pay by EFT must submit an Electronic Funds Transfer Authorization form before EFT payments can be processed. Only a Data Bank administrator can authorize, modify, or terminate your organizations EFT account.
You dont need any additional paperwork and the money will be transferred within a few days. For workplace accounts outside of Fidelity it may take 3-5 weeks, or longer, to complete the transfer. You can get started by visiting our rollover process page with instructions on how to roll your savings into a Fidelity IRA.
Once Fidelity receives your paperwork and determines it is in good order, most transfers take 3 - 5 weeks to complete. If you transfer your assets in full, the transaction may be automated and the process may take less time to complete.
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1:17 5:30 Completing the Electronic Funds Transfer (EFT) Agreement - YouTube YouTube Start of suggested clip End of suggested clip Next if youre doing a revalidation check the third box on the right if the change is to send yourMoreNext if youre doing a revalidation check the third box on the right if the change is to send your payments electronically to your organizations. Home office check the box on the top.
When will my funds be available? EFTs in and out of Fidelity accounts are generally received within 1-3 business days, though the funds may be immediately available for trading. Electronic funds transfers (EFTs) are not processed on Saturdays, Sundays, or New York Stock Exchange and bank holidays.
Wire transfers into your new Fidelity account are typically completed on the same business day, depending on the time of day Fidelity receives your request. All wire funds must be in U.S. dollars. Fidelity doesnt charge any fees for receiving wire transfers, although many banks charge fees for sending them.

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