Transferring an IRA Account from Fidelity to Pantile

This article outlines the steps to transfer an IRA (including 401(k), 403(b), Roth, or existing IRA) from Fidelity to your Pantile Investments account at Charles Schwab. Clients will learn the process involves contacting Fidelity to liquidate and issue a check, and then depositing that check into their Schwab account within 60 days.

Last Updated: Aug 04, 2025
Last Updated By: David Baines
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