No call needed. I did it all through the website. The total stock fund already showed up in the Rollover IRA overnight. Still waiting for the stable fund dollars.
Employer-sponsored 401k is with Fidelity.
I also already had a Fidelity brokerage account.
It knew about the dollars that qualified for in-service transfer and let me initiate without a phone call. It automatically created the Rollover IRA acct (which didn't exist at the time)... done.
Originally Posted by jazz4cash
Excellent. Are you using the Fido website? Itís pretty good but 401k rollovers usually require a call. My 2 employer plans plus Roth and t-IRAs all show up when I login.