Rolling over your old 401(k) or 403(b) to Carbon Collective is a great way to get some of your retirement savings aligned with your values around solving climate change.
The process generally takes 10 – 20 minutes and we are here to help. Please email us if you run into any issues.
1. Contact the Institution holding your account
First, contact the institution that holds your account. See below for some of the most common institutions and their corresponding 1-800 number.
- Fidelity (1-800-343-3548)
Fidelity will not send a check directly. They will insist they send it to you and you forward it to them. - Vanguard (1-800-523-1188)
- Charles Schwab (1-800-724-7526)
