Contact Fidelity by phone, try using our virtual assistant for quick answers, or share your screen with a representative.

Dec 20, 2024 · Learn how to avoid common pitfalls when rolling over a 401 (k) to an IRA, such as choosing the wrong account type, getting a check in your name, or missing the deadline. Call …

Contact Fidelity by phone or online. For a personalized customer service experience, log in to NetBenefits.

How do I contact Fidelity? If you work for a tax-exempt organization, call 800-343-0860. If you aren’t sure, or if you work for a for-profit organization, call 800-835-5095.

To move the old 401(k) or workplace money into your Fidelity IRA, you'll start with the provider of your old workplace plan. Not sure who that provider is? Check your account statements or call …

Call HR to discuss your needs. Visit your employer's benefit portal for more information about your benefits.

This list contains their main 401(k) phone number and website. Both of these are a great place to start when looking to contact them to roll over your old plan. Fidelity Investments. tel: 800-835 …

Choose where you would like your rollover to go. If your new employer offers a 401 (k), a rollover can usually be done over the phone. First, you would set up an account with your new …

Contact Fidelity by phone, try using our virtual assistant for quick answers, or share your screen with a representative.

The primary customer service phone number for Fidelity Investments where you can get direct assistance is: 1-800-343-3548 This number is accessible seven days a week and serves …

When transferring your 401k to Fidelity, the first step is to open a Fidelity account if you don’t already have one. Then, contact your current 401k provider to request a direct rollover to …

To roll over your 401(k) from one company to another, you should contact your new employer's plan administrator and request a direct rollover or trustee-to-trustee transfer. This will allow …

Dec 30, 2023 · Contact Fidelity: Before initiating the rollover process, it’s a good idea to reach out to Fidelity to discuss your options. They can provide valuable guidance and assist you in …

When leaving a job or retiring, take charge of your old 401(k) or workplace savings with a rollover IRA, letting you use your money today—while still building for tomorrow. Open a Fidelity …

If you prefer to speak with a representative on the phone, you can give us a call 24/7. View phone numbers. Get specialized support via online chat for your accounts or technical issues. …

To move the old 401(k) or workplace money into your Fidelity IRA, you'll start with the provider of your old workplace plan. Not sure who that is? Check your account statements or call your …

401(k) contribution limits are up in 2025. On this episode of Fidelity's Money Unscripted, host Ally Donnelly looks at how you can save more for retirement.