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Subject:  Why won't Fidelity transfer my Roth IRA? Date:  4/22/2005  1:03 PM
Author:  1123Eureka Number:  45726 of 88817

Recently I changed financial planners and decided to move my IRAs out of Fidelity. I had no problem transferring my traditional IRA, my husband's accounts and our joint accounts. However, I have been trying for almost 3 months to transfer my Roth out of Fidelity. I've been told that I hadn't sent in the correct paperwork or (after I sent everything they requested, again) that Fidelity had not received my faxes. I spent a jolly half-hour on hold to NFS yesterday. Has anyone else had this problem?
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