Fidelity close account 2025

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  1. Click ‘Get Form’ to open the fidelity close account document in the editor.
  2. 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.
  3. Specify the Account Number you wish to close and provide a Daytime Phone number for contact purposes.
  4. 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.
  5. Indicate any outstanding checks and destroy unused checks as necessary. Notify your payroll department to discontinue direct deposits.
  6. Select your preferred method for receiving funds by checking the appropriate box under Payment Instructions.
  7. All account owners must sign in the Authorization & Signature section. Ensure you obtain a signature guarantee if required.

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