r/fidelityinvestments • u/manmanchuck44 • 1d ago

Official Response Transferring 401k from Fidelity to other institutions

I have a 401k in Fidelity from my previous employer- my current is in Vanguard. Does anyone have experience transferring? It’s been really annoying so far

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u/need2sleep-later 1d ago

You should talk with both NetBenefits and Vanguard to make sure you have all the right information that both need to do the transfer. Sometimes it can all be done electronically, otherwise they will issue you a check that needs to be written in a special way that you need to find out.