What if I have additional
retirement accounts?
With Fisher Investments on your side, it is easy to combine your old retirement accounts and put your savings in one place. Our experienced Retirement Specialists walk through the process with you side-by-side, making each step clear and simple.
STEP 1
MAKE CONTACT
Call us to get started, and a member of our service team will set up a three-way call with your former retirement plan provider to determine what documentation we’ll need.
STEP 2
GATHER INFO
Your service team member will help you complete the required documents and get them submitted.
STEP 3
TRANSFER FUNDS
We will monitor the process while your former retirement plan provider transfers the funds into your new account and reach out to you to sign the Transfer Acceptance form.
STEP 4
COMPLETE!
When the funds are deposited into your new retirement plan account, we’ll reach out to let you know they’re available to view within your online account. It’s that easy!
Download a step-by-step guide
COMBINING RETIREMENT ACCOUNTS
How you will benefit:
Easy Access
Keep everything in one place with one statement, one login, and one password to remember.
Investment Focus
Put more power behind your account’s investments, giving your entire savings greater potential for growth.
We'll Help
With our help, rolling old accounts over into your new one is quick and easy.
Schedule Your Meeting
Schedule a 30-minute one-on-one meeting with a Retirement Specialist by filling out this form.
You can also contact us:
Hours of Operation:
Monday - Friday 5:00am - 5pm PST
(Latest available appointment: 4:15pm)
Thank you for your message. Someone from our team will reach out to you shortly.
888-322-7586 | contact401k@fi.com
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