Fidelity®
Secure transactionTraditional IRA
Questions?
open
close

Questions?

800-343-3548

  • Chat with a Representative. Opens in a new window.

Open a Traditional IRA

Error:
Please correct the highlighted areas below.

Opening a new account takes just a few minutes. Before you begin, find out what information you'll need to provide.

All fields required unless otherwise noted.

close the tooltip

What You'll Need to Provide

To open an account:

    • Identifying information (Social Security number, date of birth, etc.)
    • Contact information (legal/mailing address, email address, phone number)
    • Employment information, if applicable (occupation, employer's name and address)

To fund an account:

    • An account number and routing number (if moving money from a bank)
    • A brokerage account number and account type (if moving assets from another brokerage firm)

Are you already a Fidelity customer?

Error:

Select whether you are a Fidelity customer.

Select Yes if you have a brokerage, IRA, 401(k), or other Fidelity account.

Please log in

Once you log in, we can prefill your application with information from your existing Fidelity accounts.

Error:

Need help logging in?
Error:

Need help logging in?

Please enter your name and email address

You can open a new account in a few easy steps. Preview the process.

close the tooltip

Account Opening Summary

About You

Enter your personal information; we need to verify your identity to open an account.

About Your Account

Set up account features and preferences, such as whether you want to receive financial documents electronically.

Review & Confirm

Review your selections, the customer agreement, and the terms and conditions.

Fund Your Account (Optional)

Transfer money and assets to your account.

Error:

Error:

Error:

Error:

Exit
close the tooltip

Your Application Has Been Saved

Your information has been successfully saved and will be stored for 30 days.
To complete your application, select Continue Your Application below.
Exit Your Application
close the tooltip

Can We Help You With Your Application?

A representative can walk you through the process and answer any questions you might have.

Contact a Fidelity representative at 800-343-3548.

Exit Your Application

Questions?

800-343-3548

  • Chat with a Representative. Opens in a new window.
Fidelity Investments
Copyright 1998-2019 FMR LLC. All rights reserved.
  • Terms of Use Opens in a new window.
  • Privacy Opens in a new window.
  • Security Opens in a new window.
  • Site Map Opens in a new window.
This is for persons in the U.S. only. Opens in a new window.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917