Customer Service FAQ Account Services
Fidelity Customer Service FAQ - Account Services Please enter a valid email address Please enter a valid email address Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: " Your email has been sent.
Attn: Account Reregistration Services
PO Box 770001
Cincinnati, OH 45277-0039 For gifts made directly to another person, please provide: The full name and address of the recipient, either a person or an institution The Social Security or tax identification number of the recipient If the recipient is a minor, the person’s date of birth, so the transfer agent may verify whether the minor’s age For gifts sent to an account at another bank, please provide: Name, address, and Depository Trust Company (DTC) number of the bank Contact person's name and department at the bank handling the account Bank account number, if applicable Full name and address of recipient The Social Security or tax identification number of recipient For gifts sent to a brokerage account outside of Fidelity, please provide: The name, address, and DTC number of receiving broker The recipient's Social Security number and account number at the receiving broker For these types of gifts, your letter of instruction should be mailed to: Fidelity Investments
Attn: TOA Deliveries
PO Box 770001
Mailzone KC1B
Cincinnati, OH 45277-0033 Gifts sent outside of Fidelity take two to four weeks to process.
Mutual Funds and Mutual Fund Investing - Fidelity Investments
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GoMoney movement
To transfer money online between your bank and your Fidelity account you must initiate an electronic funds transfer (EFT). Learn more about EFTs For employer-sponsored accounts, your plan may offer the ability to set up bank account information for loan or withdrawal payments. To see if you are eligible and for details on how to set up bank information, log in to the Electronic Payments section of your employer-sponsored account. Requests to gift stock out of your brokerage account must be made in writing and submitted to Fidelity, either by bringing a letter of instruction to a Fidelity Investor Center, or by mail at the addresses provided below. Your letter of instruction should include the following information: The names and guaranteed signatures of all of the account owners The brokerage account number The current address of record for the account Your daytime phone number Whether or not you want the gift to be anonymous A description of the securities being delivered, including the complete security name, number of shares (or dollar amount), and CUSIP number In addition, you will need to include information specific to the type of gift you are making. For gifts to accounts within Fidelity, please provide: The Social Security number associated with your account The Fidelity account number of the recipient If you are sending your gift to another Fidelity account and the total amount is $10,000 or less, no signature guarantee is required. Gifts sent to Fidelity accounts take one to four days to process. For gifts to accounts within Fidelity, your letter of instruction should be mailed to: Fidelity InvestmentsAttn: Account Reregistration Services
PO Box 770001
Cincinnati, OH 45277-0039 For gifts made directly to another person, please provide: The full name and address of the recipient, either a person or an institution The Social Security or tax identification number of the recipient If the recipient is a minor, the person’s date of birth, so the transfer agent may verify whether the minor’s age For gifts sent to an account at another bank, please provide: Name, address, and Depository Trust Company (DTC) number of the bank Contact person's name and department at the bank handling the account Bank account number, if applicable Full name and address of recipient The Social Security or tax identification number of recipient For gifts sent to a brokerage account outside of Fidelity, please provide: The name, address, and DTC number of receiving broker The recipient's Social Security number and account number at the receiving broker For these types of gifts, your letter of instruction should be mailed to: Fidelity Investments
Attn: TOA Deliveries
PO Box 770001
Mailzone KC1B
Cincinnati, OH 45277-0033 Gifts sent outside of Fidelity take two to four weeks to process.