5–7 business days Branch Visit In-person appointment at a Fidelity location. You have two main options: sell everything for cash and then withdraw the funds, or perform an account transfer to move the holdings directly to another institution.
How To Close Fidelity Account By Mail: A Detailed Step-by-Step Guide
Initiating the Closure Request Once your account is empty or nearly empty, you can proceed with the closure itself. Varies based on verification Verification and Final Steps After submitting your request, Fidelity will contact you to verify your identity and confirm the details.
Always confirm the destination account details to prevent misdirection of your funds. Ensure your request includes your full name, address, date of birth, and a clear instruction to close the account permanently.
How To Close Fidelity Account By Mail: A Step-by-Step Guide
This check will be mailed to the address on file. They may ask for documentation or additional information to comply with regulatory requirements.
More About How to close an account fidelity
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