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How Do I Transfer Funds to My Fidelity Investments Account?

Christian Allen is the editor / author responsible for this content.
Aug 22, 2023

As a Fidelity Investments account owner, you may need to make money transfers for funding or payment purposes. Whether you're a retirement or business investor, your account serves as a safe place to keep your investments until they mature and are ready to withdraw.

How To Transfer Funds to Your Fidelity Investments Account

You can transfer money online to your Fidelity Investment account using various methods, depending on how fast and frequently you move your funds. Use the step-by-step list below to make deposits online:

From an Existing Fidelity Investments Account

  1. Open the Fidelity Investments website or mobile app and log in to your account.
  2. Scroll to the Accounts and Trade tab.
  3. Select Transfers and complete the transaction.

Mobile Check Deposit

The Fidelity mobile app lets you make investment deposits using the check deposit feature. The process is easy, just use the following steps to move your money online:

  1. Open the Fidelity mobile app.
  2. Scroll down and select Transact.
  3. Tap Deposit Checks and take a snap of your check using the photo feature.

Bank Transfer

ACH is another transfer option for funding your Fidelity account. You can initiate transactions between both accounts to move money easily online in only a few clicks:

  1. Visit the Fidelity Investments site or open the mobile app.
  2. Tap the Accounts and Trade option.
  3. Select Transfers.
  4. Click the drop-down menu and select Bank Account or Link a New Bank.

What Fidelity Investments Users Must Know

While transfers are optional, a diversified investment portfolio is essential to maintain long-term financial stability. However, if you need a large sum of your money within five years, you should consider reducing your investment amounts and keeping the remainder in your savings. Since stocks can net substantial returns, it would be best to avoid losing all your hard-earned money by storing an amount to use when required.

Contacting the Fidelity Investments Customer Service Department

Prepare your account information and think of any personal details to mention before you speak with a representative. Once you connect via Fidelity's customer service phone number, you can ask questions or address any issues you have with products, investments, or services. Customer support is available to answer your inquiry via the help desk. Send a detailed message that explains your situation to receive a response that includes helpful advice or suggestions.

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Christian has been writing about long hold times and customer service call center experiences since 2010. He's been featured in Bloomberg, the Wall Street Journal and the Boston Globe.

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