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Video instructions and help with filling out and completing Fidelity Account Change Of Registration Form
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People also ask
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How do I transfer my Fidelity account to another account?
Go to Fidelity.com/TransferMoneyShares or call 800-343-3548. Use this form to transfer assets between Fidelity accounts. Do NOT use this form to change the registration of an existing account. Instead, go to Fidelity.com/forms for the appropriate form.
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How do I change my account name on my Fidelity account?
To add a joint account owner, visit the Services page and select Add joint owner to complete the online form. Note: Both the primary account owner and prospective joint account owner's credit will be pulled.
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How do I change my Fidelity account to a joint account?
Step 1 • Log in to netbenefits.fidelity.com. Step 2 • Establish your username and password by clicking Register Now. Step 3 • Complete the information requested to verify your identity, including the last four digits of your Social Security number, date of birth, and first and last names. Click Next.
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How do I transfer from one Fidelity account to another?
Go to Fidelity.com/TransferMoneyShares or call 800-343-3548. Use this form to transfer assets between Fidelity accounts. Do NOT use this form to change the registration of an existing account. Instead, go to Fidelity.com/forms for the appropriate form.
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