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The Daily Insight

How do I get my money from Fidelity?

Author

Andrew Mclaughlin

Published Feb 10, 2026

You can withdraw money from your Fidelity brokerage account and:

  1. Transfer it to another account you own using the Fidelity Electronic Funds Transfer account service, or.
  2. Have the money sent to your mailing address via check.

How do I see how much money I have made on Fidelity?

How to Check the Total Rate of Return in Fidelity

  1. Login to your Fidelity account.
  2. Click the “View Year-to-Date Change” link that appears below your plan, next to an “Actions” icon.
  3. View rates of return for previous periods.
  4. Click the “Custom Date Range” button to select your own range of dates to analyze.

How long does it take for Fidelity to approve a hardship withdrawal?

If you choose to transfer your money electronically to another account, such as a checking or savings account, your withdrawal should process within 1 to 3 business days if you submit your request by 4 p.m. ET.

How to set up a fidelity pension account?

To access your account and set up a password, please contact your account administrator. This portion of the website requires that you have cookies enabled in order to function. Please check your settings before you continue.

How can I request a check from Fidelity?

You can request a single check or schedule checks to be sent automatically on specific dates. Checks can be sent to your record address or to your bank account.

Why are pension buyouts good for Fidelity Investments?

“Companies are offering these buyouts as a way to shrink the size of future pension obligations, which ultimately reduces the impact of that pension plan on the company’s financials,” says John Beck, senior vice president for benefits consulting at Fidelity Investments.

Can I nominate who will receive my pension when?

Yes, you can nominate one or more beneficiaries to receive your pension when you die by completing the Fidelity SIPP Expression of Wish Form.