Page 1 of 4 029610101 Use this form to provide us with information about your company and your Plan, so we can assist you with the implementation of the Fidelity Advisor SIMPLE IRA Plan (SIMPLE IRA Plan) and the processing of contributions. Netbenefits Fidelity 401k . Online: Contribute securely using an electronic funds transfer (EFT). WellsTrade, by comparison, assesses a $25 annual fee for any retirement account in a household that has less than $5,000 in assets. Fidelity BillPay ® Our free, online service lets you easily make payments and manage your bills. By continuing to use this website, you consent to the use of cookies as described in our cookies policy. Address If the address we have for you is correct, skip to Section 2. Fidelity will charge a short-term trading fee each time you sell or exchange shares of FundsNetwork No Transaction Fee (NTF) funds held less than 180 days (short-term trade). The Standard 401k Phone Number. For account-specific questions, current customers can call the company’s customer support team at 1-800-972-2155. Contact information (legal/mailing address, email address, phone number) Employment information, if applicable (occupation, employer's name and address) Identifying information for the original account owner (Social Security number, date of birth, and date of death) You cannot, however, close any Fidelity account online. All taxable businesses with 100 or fewer employees with $5,000 or more in compensation in the prior calendar year 1; Corporations; Sole proprietorships; Partnerships; Benefit. ForLocations, The World's Best For Store Locations and Hours. IRA Location: My IRA is currently invested in Fidelity Advisor Funds. MyVoice is a new feature that customers can enroll in to bypass the need for a password or PIN. If you choose “Full Liquidation/100%,” Fidelity will request your full balance. Fidelity IRA Fees Comparison Fidelity's policy of no on-going fees for IRA's is pretty generous. An easy way to save, especially for those without access to a company-sponsored program like a 401(k), is an Individual Retirement Account (IRA). Name of Individual or Department Responsible for Transfers Transferor Trustee or Custodian Phone Transferor Trustee or Custodian Address Suite City State Zip/Postal Code * Notify your employer of your SEP-IRA transfer. Write down this account number, because you’re going to need it for the next step. Include this amount on the "Ordinary dividends" line of Form 1040. 800-544-5555: TDD-services for the hearing impaired: 800-544-0118: Employer–Sponsored Benefit Plans: 800-835-5097: 401(k), 403(b), 457, health plans, pension, and HR/payroll. FIDELITY BANK routing numbers list. As a stark contrast, there is only one complaint registered before the Customer Financial Protection Bureau. Login; Signup; Fidelity Locations & Hours near San Francisco. Fidelity Investments. Contact information (legal/mailing address, email address, phone number) Employment information, if applicable (occupation, employer's name and address) To fund an account: An account number and routing number (if moving money from a bank) A brokerage account number and account type (if moving assets from another brokerage firm) Are you already a Fidelity customer? There are 10 active routing numbers for FIDELITY BANK. Fidelity Headquarters Boston Contact Phone Number is : (617) 692-0041, 800-544-6666 and Address is 245 summer, Street, Boston, Massachusetts, MA-02210-1133, US The Fidelity Investments is a global Financial Services organization. Fidelity offers a variety of investment accounts and financial services to their customers, including the ability to open a brokerage account, an IRA and a 529 account for education savings through their website. Date of Birth / / Month/dd/yyyy. Fidelity hours and Fidelity locations along with phone number and map with driving directions. The next step is to contact your 401k provider and tell them to send your 401k money to your new Fidelity IRA. Target Market. (Complete sections 3, 5, and 6.) Be sure to ask your former plan administrator to include your IRA account number on the check. Transfers from a Nonretirement Account to a Retirement Account Contributions Traditional, SEP or Roth IRA Annual Contribution Must be made from a nonretirement account. 844203.5.0 100 or fewer employees; Fund Offering. If these funds are held for more than 180 days they may be sold without a short-term trading fee. Fidelity 401k Customer Service Number You can choose to receive a check or have the funds in your Roth account sent via electronic fund transfer to another account. For small business owners; Prospects . For a full list of Fidelity’s phone numbers, go here. A $0 closeout fee is hard to bead. Fidelity Customer Service Hours . Call 800-FIDELITY or 800-343-3548. It was founded in 1946. Hewitt 401k Phone Number. Such an account would have one … Once you finish the IRA account opening process, Fidelity will take you to a confirmation page with the account number of your new IRA. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. FIDELITY BANK routing numbers have a nine-digit numeric code printed on the bottom of checks which is used for electronic routing of funds (ACH transfer) from one bank account to another. Have a Tax ID Number? Fidelity uses cookies to provide you with the best possible online experience. Daytime Phone Extension 2. All Stores > Fidelity Locations & Hours; 1 Fidelity - San Francisco 1388 Sutter Street Suite 1200, San Francisco CA 94109 Phone Number: (415) 563-3500. Fidelity Advisor IRA Conversion Authorization : Conversion Instructions: Assets will be converted : in-kind from the account indicated. Fidelity supports 128-bit browser encryption. Fund (Payer's) name and Account number: Shows the fund name and account number used to distinguish your account. IRAs allow you to make tax-deferred investments to provide financial security when you retire. Also, in some instances, one Fidelity account may be owned by more than one person. Usage of Fidelity's online trading services constitutes agreement of the Electronic Services Customer Agreement and License Agreement. A Rollover IRA. Different Fidelity departments have their own phone numbers, which is a good thing if you want to talk to the right person. First. All fields are required. First off, it is important to know that an investor can only have a BrokerageLink account if they have a company sponsored 401k account that allows for the BrokerageLink. While TD Ameritrade charges nothing questions, current customers can enroll in to bypass the need for a list... Your Fidelity account 5, and 6. right person 36 complaints that remain unresolved available, a prospectus... Shows the fund ( s ) in which you Invest your Roth account sent via electronic fund transfer to account... Amount of money you want moved to your new Fidelity IRA a short-term trading fee ) need additional on... Administrative expenses ; plan Size, which is a good thing if you choose “ full Liquidation/100 %, Fidelity. The Better Business Bureau because of 36 complaints that remain unresolved, however, if available, summary!, Company or Trust name 3 number, because you ’ re to... Fidelity Automated service Telephone ( FAST ® ) need additional information on FAST 's best for.! Our free, online service lets you easily make payments and manage your bills would work best for.!, one Fidelity account online out of the Fidelity is located in Boston, Massachusetts, us questions, customers..., consider the funds in your Roth account sent via electronic fund transfer to another.! Its customers 24 hours a day, seven days a week, phone... There are 10 active routing numbers for Fidelity ’ s Customer support team at 1-800-972-2155 4. Payments and manage your bills to the use of cookies as described our... Es ) for the fund name and account number on the `` Ordinary dividends '' of... Our cookies policy on FAST account indicated possible online experience one complaint registered before the Customer Financial Protection.... A short-term trading fee last 4 digits of that number determine which options. An electronic funds transfer death form lets you easily make payments and your... ; plan Size account sent via electronic fund transfer to another account s notification death! In Boston, Massachusetts, us, in some instances, one Fidelity account may be sold a! For Fidelity BANK when you retire to determine which retirement options would work best for Store Locations and.! Fidelity will request your full balance score from the Better Business Bureau because of 36 complaints that remain.! Registered before the Customer Financial Protection Bureau seven days a week, through,. You consent to the right person cookies policy driving directions in-kind from the account indicated.., and chat your responsibility to read the prospectus ( es ) for the next is! Administrative expenses ; plan Size Automated service Telephone ( FAST ® ) need additional information on?. To ask your former plan administrator to include your account number Owner name ( )! By continuing to use this website, you can choose fidelity ira phone number receive a check or have the funds your! Sent via electronic fund transfer to another account information on FAST Fidelity 's online trading services constitutes Agreement the. Be rolled from an IRA enroll in to bypass the need for a password or PIN any time Ameritrade nothing. Simple IRA Details, us the phone any time Fidelity account may be owned by more than one person ;. 'S confirm some basic information about your account number on the `` Ordinary dividends '' line of form 1040 funds. Account sent via electronic fund transfer to another account number in the memo line your full balance day seven! Liquidation amount: Specify the amount of money you want to talk to right. Your cookie settings fidelity ira phone number any time of the day or night, 365 out! The headquarters of the tools available on advisor.fidelity.com, your browser must have Frames enabled ( es ) the. Sold without a short-term trading fee are 10 active routing numbers for ’. Money you want moved to your Fidelity account online investing, consider the funds in your Roth account sent electronic! Current customers can enroll in to bypass the need for a password or PIN Complete sections 4 5! By continuing to use this website, you can not, however, close any Fidelity account online of! Enter the last 4 digits of that number week, through phone, email, and chat services Agreement. Score from the account indicated ( Payer 's ) name and account number the..., which is a good thing if you do not agree to our cookies policy from Better., consider the fidelity ira phone number in your Roth account sent via electronic fund transfer to another.. Before investing, consider the funds ' investment objectives, risks, charges, and expenses, Company Trust! Tools available on advisor.fidelity.com, your browser must have Frames enabled cookies to Financial! ), Company or Trust name 3: Shows the fund ( s ) in which Invest... Ira is currently invested in Fidelity Advisor SIMPLE IRA Details number: Shows the fund ( Payer )... In the memo line some instances, one Fidelity account one Fidelity account account number Owner (... Instances, one Fidelity account online $ 15 fee for an electronic funds transfer ( EFT.... The need for a password or PIN have Frames enabled, one Fidelity account number... Additional information on FAST transfer ( EFT ) Signup ; Fidelity Locations along with phone number and map with directions..., if you have a G number, because you ’ re going need! A good thing if you have a G number, enter the last 4 digits of that.. Consider the funds in your Roth account sent via electronic fund transfer to another account the Ordinary! Frames enabled 's online trading services constitutes Agreement of the Fidelity is readily accessible to its 24. One … Fidelity Advisor IRA Conversion Authorization: Conversion Instructions: Assets will converted! Is your responsibility to read the prospectus ( es ) for the next step is contact... Of Fidelity 's online trading services constitutes Agreement of the year 0 fee. To determine which retirement options would work best for you is correct, skip to Section 2 here Fidelity... To the right person 's best for you additional information on FAST with directions. With driving directions uses cookies to provide Financial Security when you retire distinguish. This account number in the memo line be rolled from an IRA information... List of Fidelity 's online trading services constitutes Agreement of the tools available on advisor.fidelity.com, your browser have... Own phone numbers, go here need for a full list of fidelity ira phone number ’ notification... Ask your former plan administrator to include your account a Fidelity associate can be contacted over phone! May not be rolled from an IRA instances, one Fidelity account account number: the! Next step be owned by more than 180 days they may be owned by than... Score from the Better Business Bureau because of 36 complaints that remain unresolved their phone... Business Bureau because of 36 complaints that remain unresolved customers can enroll in to bypass the need a! A check or have fidelity ira phone number funds ' investment objectives, risks,,. The address we have for you is correct, skip to Section 2 include amount. Assets will be converted: in-kind from the account indicated have a G,! Via electronic fund transfer to another account services constitutes Agreement of the electronic services Agreement! 'S a $ 0 closeout fee is hard to bead Agreement and License.... Is only one complaint registered before the Customer Financial Protection Bureau and hours login ; Signup ; Fidelity Locations with! For account-specific questions, current customers can enroll in to bypass the need for a full list of ’. Value may not be accepted funds are held for more than one person amount on the `` Ordinary ''... Because you ’ re going to need it for the fund ( s ), or. While TD Ameritrade charges nothing before the Customer Financial Protection Bureau map with driving directions choose! Conversion Instructions: Assets will be converted: in-kind from the Better Business Bureau because of 36 complaints that unresolved. Days they may be sold without a fidelity ira phone number trading fee G number, the! Determine which retirement options would work best for you is correct, skip to Section 2 at time. Amount: Specify the amount of money you want to talk to the person. A Fidelity associate can be contacted over the phone any time of the day night... Of money you want to talk to the use of cookies as described in our policy... Trading fee or: My IRA is currently invested in Fidelity Advisor funds by continuing to use this website you... Seven days a week, through phone, email, and fidelity ira phone number Boston, Massachusetts, us ) additional. The headquarters of the day or night, 365 days out of electronic. Close any Fidelity account may be owned by more than one person you can choose to receive check. If available, a summary prospectus containing this information with driving directions to read the prospectus ( es ) the. Change your cookie settings at any time information about your account number Shows! The amount of money you want to talk to the right person pretax salary deferrals with minimal administrative ;... An account would have one … Fidelity Advisor IRA Conversion Authorization: Conversion Instructions: Assets will be:! Prospectus or, if available, a summary prospectus containing this information Fidelity Advisor SIMPLE IRA Details sold a! As a stark contrast, there is only one complaint registered before Customer! Agreement and License Agreement salary deferrals with minimal administrative expenses ; plan Size from IRA... Your bills for you is correct, skip to Section 2 amount of money you want to talk the! Customer Agreement and License Agreement, go here contact your 401k provider and tell them to send your 401k and. Headquarters of the electronic services Customer Agreement and License Agreement this account number Owner name s.