If you’ve experienced a major life event, like marriage, divorce, or the loss of a loved one, you may be asked to provide additional documentation as part of the transfer process. Send to Separate multiple email addresses with commas Please enter a valid email address. In most cases, if you’re moving a retirement account to a Fidelity retirement account of the same type, you likely won’t incur taxes. Message Optional. Investment options A wide range of mutual funds, stocks, bonds, ETFs, and FDIC-insured CDs Support and guidance One-on-one guidance—in person, online, or over the phone Research and tools to help you create a long-term plan and choose investments Transfer process Transfer quickly and easily, online, by phone, or in person at an Investor Center.