How to Open a Roth IRA with Fidelity?

Create a Fidelity account or sign in to your existing account

Go to the retirement account section and select Roth IRA

Choose “Open an Account” or “Open a Roth IRA”

Enter your personal information

Provide your Social Security number and contact details

Answer the required financial and employment questions

Review and accept the account disclosures and agreements

Set up your funding method

Transfer money from a bank account or another eligible account

Choose your investment options after the account is opened

Confirm and submit your application

Wait for Fidelity to approve and activate the account

Log in to manage contributions and investments after approval

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