Is There a Minimum Balance Required for Fee Reimbursement at Fidelity?
When investors plan to transfer stocks from Robinhood to Fidelity, one of the most common questions they ask is:Is there a minimum balance required for fee reimbursement at Fidelity?
This question matters because Robinhood charges a $100 transfer fee, and many investors want to know whether Fidelity will cover that cost—and if so, what balance is required to qualify.
In this guide, we’ll explain Fidelity’s reimbursement policy, how it works during a Robinhood to Fidelity transfer, and how to improve your chances of getting the fee refunded.
Understanding the Robinhood Transfer Fee
Before discussing reimbursement, it’s important to understand the fee itself.Robinhood charges a $100 ACATS transfer fee when you move your investments to another brokerage. This applies whether you do a full or partial transfer from Robinhood to Fidelity.
Key points:
- The fee is charged by Robinhood
- It is deducted from your available cash
- Robinhood does not refund this fee
Does Fidelity Require a Minimum Balance for Fee Reimbursement?
Fidelity does not publicly publish a fixed minimum balance requirement, but in practice, yes—account size matters.What This Means in Reality
- Fee reimbursement is reviewed case by case
- Larger account transfers are more likely to qualify
- Small transfers may not be reimbursed
- Reimbursement is not automatic
Why Fidelity Uses a Case-by-Case Policy
Fidelity’s approach gives them flexibility to:- Evaluate the total value of transferred assets
- Consider the long-term relationship potential
- Avoid reimbursing fees for very small or inactive accounts
How to Improve Your Chances of Getting Reimbursed
If you want Fidelity to cover the Robinhood transfer fee, follow these best practices:1. Transfer a Larger Account Balance
The higher the value of assets you move, the better your chances.2. Do a Full Transfer Instead of Partial
A full transfer from Robinhood to Fidelity often appears more serious than moving just one or two positions.3. Request Reimbursement After Completion
Fidelity typically reviews reimbursement requests after the transfer settles.4. Keep Proof of the Fee
You may be asked to provide documentation showing the $100 Robinhood charge.How to Transfer From Robinhood to Fidelity
If you’re searching for how to transfer Robinhood to Fidelity, here’s the standard process:
- Open a Fidelity brokerage account
- Start the transfer from Fidelity’s platform
- Select Robinhood as the delivering broker
- Choose full or partial transfer
- Submit and wait 5–7 business days
What If My Balance Is Too Small?
If your account is small and reimbursement is unlikely, consider alternatives:Withdraw Cash Instead of Transferring Stocks
You can sell your assets and use how to transfer money from Robinhood to bank via standard ACH (free).
This may create a taxable event, so plan carefully.Robinhood ACATS Transfer vs. Wire Transfers
Some investors ask about Robinhood wire transfer options.Important differences:
- Wire transfers move cash only
- Stocks cannot be transferred via wire
- Wire transfers may include additional bank fees
How to Contact Robinhood Immediately About Transfer Fees
If you need help with a transfer or fee issue:- Use in-app support (Menu → Help → Contact Us)
- Request a callback or Call Directly at +1(747) 205-0398
- Check Robinhood’s Help Center
Is There a Minimum Balance at Fidelity?
While Fidelity doesn’t list a specific minimum balance, fee reimbursement is much more likely for larger transfers. If you’re planning how to transfer stocks from Robinhood to Fidelity, moving a higher-value account and requesting reimbursement after completion gives you the best chance of success.Understanding this policy helps you decide whether a Robinhood to Fidelity transfer makes financial sense for your situation.
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