If you`ve changed your account address, you won`t have to wait to make a withdrawal by check. However, to protect yourself from fraud if you have changed your mailing address in the last 15 days, you can withdraw a maximum of $10,000 per cheque online. You can withdraw money by check from most accounts other than retirement. In the portfolio overview, select Withdraw Money from the Select Action drop-down list. Some restrictions may prevent withdrawals from being requested online. These restrictions apply to protect customers. Currently, online cheque withdrawal requests can only be sent to your registered address and can only be paid to registered account holders. There will be no penalty for withdrawing your money from your non-retirement account by cheque. Update your profileLog in to the Required section Edit or set up your username/password, email address, mailing address, payees, and other personal settings.
The minimum amount for a brokerage account transfer is $10. The maximum transfer to your Fidelity brokerage account is $100,000. The minimum amount for a Portfolio Advisory ServicesSM (PAS) account transfer is $250. You cannot request to withdraw more than 25% of the net assets from your portfolio advisory account. Do you need something notarized? NotaryCam is an option that allows you to access online notarial services. To change the address to which a cheque is sent, first update your mailing address by clicking Update my mailing address. Once you`ve updated your mailing address, go back to the Withdraw Money screen and process your request. To protect yourself from fraud, the amount you can withdraw online will be reduced after you change your address. Download Adobe® Reader® To view PDF files, make sure you download the latest version of Adobe Reader. Have you already started an online application? Require a connection Pick up where you left off. Depending on the delivery of mail in your area and the type of account you withdraw money from, it usually takes between three and five days to receive your check once you`ve requested it. There is no fee to request payment from your account in the form of a cheque.
However, if a mutual fund is sold to meet your request, fees may apply. Note: In light of COVID-19, we recommend that you complete online forms if possible. We appreciate your flexibility to help us keep you and our employees safe. You can withdraw money from your Fidelity Brokerage account and :. . .