How Do I Close My Account with Fidelity Investments?
If you no longer want to use your Fidelity Investments account, it's time to close it. The first thing to do is sell all your assets or transfer them to an account at another company. Next, you need to transfer all the money into your bank account. You can do this with an ACH transfer. Finally, you should contact a customer service representative to close your account.
If you have a Fidelity Investments account that you no longer want to use, it's time to close it. It's a relatively simple process, but it could take a little time to complete.
Step One: Sell or Transfer Your Assets
Before closing your account, you need to sell all your assets or transfer them to another company. You should talk with a tax professional before taking this step, to make sure you aren't harming your tax position.
Step Two: Empty Your Account
Once you have sold or moved all of your assets, you need to transfer the money from your account. To do this, you can initiate an ACH transfer to move the money from your Fidelity Investments account to your bank account. To initiate one, tap on the Transact icon at the bottom of the screen on the app or click on the Transfer link in the upper left corner of the website.
Once you have, fill in the various fields. The transfer amount should be the entire balance currently in your account. If you have not yet linked your bank account to your Fidelity Investments account, click or tap on the link underneath the From field and follow the instructions. You cannot transfer money to your bank until you have linked the accounts.
Step Three: Close Your Account
There are two ways to close your account. One is by using the Fidelity Investments chat help service. It's actually programmed to close your account for you if you enter a request to do so. You can also close it by contacting a Fidelity Investments customer service representative. You can reach one by phone or on the help forum.
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