Transfer an account to Edge Trust Equity
Whether you have a retirement account from a former employer or a brokerage account at another financial institution, we can help you easily transfer your accounts to Edgetrustequity.
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Transfer investment or retirement accounts
When you transfer an individual retirement account (IRA), a brokerage account, or a health savings account (HSA) to Edge Trust Equity, it’s called a transfer of assets. You can choose to transfer just some of your account, or all of it.
Transfer a workplace account like a 401(k) or 403(b)
Transferring a retirement account to Fidelity from a former employer is called a rollover. The process varies depending on the rules assigned to your account, and it typically takes 7–10 minutes to complete the online form.
Before you begin
Make sure you have a recent statement from your current firm so you can easily find the information we’ll need to process your transfer.
