Customer Service | Money movement & transfers | Fidelity (2024)

FAQs

Customer Service | Money movement & transfers | Fidelity? ›

For more information, contact a Fidelity representative at 800-544-6666. How can I check the status of a request to Transfer Money or Transfer Shares? Brokerage account transfers, view the History page, or call a Fidelity representative at 800-544-6666.

The hold period is the temporary hold Fidelity places on your funds to help reduce the risk of fraud. Hold times often vary based on the amount you are transferring. After the hold time is complete, your funds will be fully available to transfer or withdraw.

When will my funds be available? EFTs in and out of Fidelity accounts are generally received within 1-3 business days, though the funds may be immediately available for trading. Electronic funds transfers (EFTs) are not processed on Saturdays, Sundays, or New York Stock Exchange and bank holidays.

EFTs in and out of Fidelity accounts are generally received within 1-3 business days, though the funds may immediately be available for trading. Electronic funds transfers (EFTs) are not processed on Saturdays, Sundays, or New York Stock Exchange and bank holidays.

The fastest way to get money into a Fidelity account is to send it via bank wire.

The time it takes for a bank transfer to be successful depends on a number of factors, and some of these factors could cause a delay. These factors include the timing of the transfer, where the transfer is being made, the currencies involved, security checks, bank holidays, and the reasons for the transaction.

The difference between ACH and EFT is that EFT (or, electronic funds transfer) is a general term that refers to all types of electronic payments whereas ACH (short for Automated Clearing House) refers to one specific type of electronic payment.

When you buy a security, payment must reach Fidelity by the settlement date. When you sell a security, Fidelity will credit your account for the sale on the settlement date. For options and other securities settling in one day, you must have sufficient cash or margin equity in your account when your order is placed.

Wire transfers are processed Monday through Friday, excluding holidays. Transactions received on weekends are processed the next business day.

How do I withdraw all my money from Fidelity? ›

What's the maximum I can request to withdraw from my account? The maximum you can request to withdraw from your account online or by telephone is $100,000 per account. To request a withdrawal greater than $100,000, you must complete a paper form.

However, the money is not generally available for withdrawal for 4 to 6 business days. Generally, 7-10 business days after establishing Electronic Funds Transfer on your account, you can begin to withdraw money from, as well as deposit to, your Fidelity account using Fidelity.com.

Tracking a transfer of asset

If your current firm accepts electronic requests, the transfer will take approximately 5 days to process. Transfer requests that must be mailed to your current firm may take 2 to 4 weeks to complete. You should receive an email notification when your assets are in your Fidelity account.

For brokerage and mutual fund accounts, after the establishment process is complete, you can use Electronic Funds Transfer to immediately transfer money to Fidelity to purchase stocks, bonds, options, and mutual funds, or contribute to an IRA.

Wire transfer requests must be received by 4:00 p.m. Eastern Time (in branch or online) to be processed on the same business day.

After a trade is placed you will own the stock, exchange-traded fund, or option in 1 business day, depending on the security traded. If selling a security, you will also receive your money within 1 business day.