Home
Forms Library
How to close fidelity account

Fidelity close account 2025

how to close fidelity account Preview on Page 1

See details

4 out of 5

55 votes

The document is an 'Authorization to Close Account' form for Fidelity Investments, allowing customers to request the closure of their Fidelity Brokerage or IRA accounts. It includes sections for customer information, account features, securities transfer options, tax election instructions for IRA distributions, payment instructions, and a signature authorization section. Customers are guided on how to properly close their accounts and manage any outstanding transactions.

Here's how it works

01. Edit your how to close fidelity account online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send how to delete fidelity account via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out fidelity close account with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the fidelity close account document in the editor.
Begin by filling out the Customer Information section. Enter the Name of Owner or Business/Trust, Social Security or TIN, and details for any Co-Owner or Trustee.
Specify the Account Number you wish to close and provide a Daytime Phone number for contact purposes.
For non-retirement accounts, complete sections one, two, four, and five. For IRA accounts, ensure sections one, three, four, and five are filled out accurately.
Indicate any outstanding checks and destroy unused checks as necessary. Notify your payroll department to discontinue direct deposits.
Select your preferred method for receiving funds by checking the appropriate box under Payment Instructions.
All account owners must sign in the Authorization & Signature section. Ensure you obtain a signature guarantee if required.

Start using our platform today to easily fill out your fidelity close account form for free!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is there a penalty for closing a Fidelity account?

How long does it take to close a Fidelity account? The time it takes to close your account can vary. Once all positions are liquidated or transferred, and all balances are cleared, the closure process typically takes a few business days.

How long does it take to close a Fidelity account?

Please note that Fidelity does not charge exit fees when selling or moving investments to another provider.

Does Fidelity charge an exit fee?

Banks and credit unions dont report your bank account information, including closures, to the credit reporting agencies (Experian, TransUnion and Equifax). As a result, any bank account you open or close wont be listed on your credit report. Your credit reports are a record of how you manage your debt payments.

Try more PDF tools