Fidelity Digital Assets Reviews and details

Social recommendations and mentions

• Incoming Inherited IRA

  Starting the TOA process (login required). Source: over 1 year ago

• What AA said about DR. Strangeing shares.

  To transfer it back to fidelity, you go to this site here (you might need to be logged in, if the link doesn’t work, search how to transfer assets to Fidelity in their help section and you should be able to find the link there). Answer the prompts and then choose if you want to transfer all or you can choose specific number of shares to transfer back. Source: over 1 year ago

• Live Chat with Fidelity Customer Care Representatives from 11-1 today

  Transfer an Account to Fidelity: https://digital.fidelity.com/ftgw/digital/transfer-of-assets. Source: over 1 year ago

• How would one go about transferring their shares to fidelity from cash app stocks?

  The easiest way to transfer shares into Fidelity in by initiating a Transfer of Assets (TOA). TOAs typically take about 5 to 7 business days for your assets to be transferred. If you have an open Fidelity account with the same registration as your Cash App account, you can initiate a TOA on our website here (login required). Source: over 2 years ago

• Lots of DRS posts today so I finally did it. Turns out Fidelity makes it easy to transfer shares from any broker, you don't even have to call.

  I initiated DRS today after dragging my feet. I was able to easily initiate the transfer to Fidelity from Vanguard. Fidelity makes it easy to do without even having to call but I did have a preexisting account. They recommend uploading a copy of a statement from the brokerage you are transferring from, and they make it easy to do do. Then the timeline to CS is much shorter and that was my biggest worry... Source: over 2 years ago

• Is this the start to MOASS? Merill decided to close my account with 90% GME

  Just in case you wanna do it now: https://digital.fidelity.com/ftgw/digital/transfer-of-assets/. Source: over 2 years ago

• Anyone else got a weird attitude from customer service when DRSing from Vanguard?

  No there was NO fee, all I did was initiated electronic transfer from my Fidelity account. https://digital.fidelity.com/ftgw/digital/transfer-of-assets/ select Vanguard then follow instructions. Source: over 2 years ago

• Fidelity suddenly wants me to fill out forms to complete a share transfer?

  Most Transfer of Assets (TOA) requests can be completed entirely online; however, there are cases where a physical signature will be requested. If the physical signature is needed, you will be prompted to print the TOA form and sign it. The completed form can then be scanned and uploaded during the TOA request process online or it can be submitted through our secure message center. Source: over 2 years ago

• Missing stocks mid transfer

  If you requested a partial transfer, your TOA would include only specified assets and share quantities. A full TOA request will close the sending account, moving all assets in their entirety. Full transfers include a "residual sweep," where pending activity that might not have been settled before the transfer request, such as dividends or newly acquired shares, will be swept to the receiving account automatically.... Source: almost 3 years ago

• How do I switch from Robinhood?

  Initiate your transfer by using Fidelity - https://digital.fidelity.com/ftgw/digital/transfer-of-assets/ - because they'll work for you to get your stuff over. Source: almost 3 years ago

• Chase to Fidelity - How long should it take?

  Thanks for considering Fidelity! Transfers of assets (TOA) through the ACAT system typically take five to seven business days to complete. A TOA can be initiated on our website. Please note that the link will require you to login or register as a new user. While Fidelity does not charge a fee to transfer assets into or out of an account, many firms do. Please consider this before requesting a TOA. Source: almost 3 years ago

• Transferring from M1

  The second situation involves a specific share transfer rather than the entire position. This happens when Fidelity receives a TOA request to move only a certain number of shares whether intended or not. The resolution here is to initiate another TOA request which can be launched here. Source: almost 3 years ago

• Transfer from Robinhood to Fidelity, 5 easy steps!

  1) Start the 'Transfer of Assets' from Fidelity here: https://digital.fidelity.com/ftgw/digital/transfer-of-assets/. Source: about 3 years ago

• Will transfer from RH merge with my existing Fidelity Brokerage account?

  When you transfer shares via ACAT system from (origin) RH to (destination) Fidelity, you have to specify which Fidelity brokerage account you want the shares to reside in. Check out recent Reddit posts about RH to Fidelity transfers, but expect that shares from RH are categorized as "bought on Margin" vs "bought on Cash" when it finally ends up in Fidelity. Something about how technically all shares in Robinhood... Source: about 3 years ago