Open an Inherited IRA
Opening a new account takes just a few minutes. Before you begin, find out what information you'll need to provide.
Are you already a Fidelity customer?
We will never ask for personal information through email. View our Security Notice.
Account Opening Summary
Enter your personal information; we need to verify your identity to open an account.
About the Inherited Account
Tell us about the account you’ve inherited. We will need the original account owner’s name, Social Security number, date of birth, and date of death.
Review & Confirm
Review your selections, the customer agreement, and the terms and conditions.
Transfer Inherited Assets
Transfer the assets you’ve inherited into your new account.
What You’ll Need to Provide
To open an account:
To transfer assets:
800-544-0003Monday – Friday
8:00 a.m. – 6:30 p.m. ET