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  2. Transferring Custodians: How To

Transferring Funds From Fidelity

To check on the status of your transfer of assets with Fidelity, please follow these steps below:

  • Dial (866) 755-6372
  • "Transfer of Assets"
  • "Non-ACAT"
  • You will be asked if you are calling for a mailing address... "No"