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  • 15:57, 12 July 2024 RobertBushman talk contribs created page Schwab Rollover (Created page with "Transferring your 401(k) holdings from a Fidelity account to a Schwab account involves a few steps. This process is commonly referred to as a "rollover." Here's a step-by-step guide on how to do this: === Step-by-Step Guide to Rolling Over a 401(k) from Fidelity to Schwab === ==== 1. '''Open a Rollover IRA at Schwab''' ==== * '''Why''': You need an account to receive your 401(k) funds. * '''How''': Visit the Schwab website and open a Rollover IRA account. You can do t...") Tag: Visual edit