Fidelity Investments Customer FAQ

Transferring funds from your Fidelity Investments account is vital in managing your finances. Fidelity offers a range of transfer options, including online transfers, wire transfers and checks or Account Owner Drawn requests. To initiate a transfer, log in to your Fidelity account, navigate to the "Transfers" tab, select the transfer type, choose accounts, enter transfer details, review and confirm and authorize the transfer.

Yes, you're right. Your Required Minimum Distribution (RMD) amount for the year 2023 will be listed on your year-end summary. Fidelity Investments provides this summary at the end of each year, which includes all the financial activities in your account for that year. If you need a copy, you can download it by logging into your account on the Fidelity Investments website and navigating to your "Account Features". Find the "Year-End Summary" link, click on it, and you can then download the summary as a PDF file. The RMD amount will be listed under the retirement account section of the summary.