I rolled over a 401k at fidelity to an IRA. Investments stayed the same.
I later rolled an IRA from another brokerage firm into the fidelity one and same thing, investments stayed the same.
Same with some taxable accounts I consolidated to my fidelity taxable account.
I initiated the transfers from fidelity and they handled any of the backend work with the other firms.
BuffaloRedshark t1_j2c5rw2 wrote
Reply to Questions about 401k rollover to IRA by netll
I rolled over a 401k at fidelity to an IRA. Investments stayed the same.
I later rolled an IRA from another brokerage firm into the fidelity one and same thing, investments stayed the same. Same with some taxable accounts I consolidated to my fidelity taxable account.
I initiated the transfers from fidelity and they handled any of the backend work with the other firms.