I’m trying execute the mega backdoor rollover from post tax 401k at Fidelity to Roth IRA at Vanguard. Has anyone done this before? Could you please walk me through the process? Is it worth opening another Roth IRA account at Fidelity to simplify the process?

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I know transferring into Vanguard can be challenging. Why not just open the Roth IRA with Fidelity and them some after do the transfer. They do a better job transferring similar account types

Probably would be easier to open a new account with the same brokerage. I have to have a check mailed to me which I then mobile deposit into my Roth IRA (different brokerage) but the process itself is easy enough and I don't do it often so I haven't bothered.

You may be able to do it instantly/electronically if same or they use same system.

When I rolled my 401k over, I had to create two separate accounts, one rollover IRA for the pre tax portion and then one Roth IRA, which I then transferred after to my Schwab account

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