Match the account type you're transferring from to a compatible Fidelity account. If you need to open a new one, you can do it as part of the transfer process.
| Current account type | Fidelity account type | Are they compatible? |
|---|---|---|
| Traditional IRA or Rollover IRA | Traditional IRA or Rollover IRA | Yes |
| Roth IRA | Roth IRA | Yes |
| Roth IRA | Traditional or Rollover IRA | No, these aren't compatible. |
| Traditional or Rollover IRA | Inherited IRA | No. If you have inherited assets, you'll need to work with your current firm to place them in an Inherited IRA before transferring them to us. |
| Individual or Joint Account | Individual or Joint Account | Yes, as long as one of the joint account owners is the owner of the individual account. |
