Fidelity Mailing Address for Old and New Accounts (2024)

FAQs

How to update mailing address Fidelity? ›

Go to Fidelity.com/address or call 800-343-3548. Use this form to update the address or phone of an owner or authorized individual. Type on screen or fill in using CAPITAL letters and black ink. If you need more room for check requests, make a copy of the relevant page.

How is my address maintained by Fidelity? Fidelity interfaces with the United States Post Office's National Change of Address data to identify recent moves and information provided by customers to the Post Office.

To help the government fight financial crimes, federal regulation requires Fidelity to obtain your name, date of birth, address, and a government issued ID number before opening your account, and to verify the information.

Go to Fidelity.com/TransferMoneyShares or call 800-343-3548. Use this form to transfer assets between Fidelity accounts. Do NOT use this form to change the registration of an existing account.

To stop receiving most statements and other documents in the mail, sign up for Fidelity's electronic delivery program.

A common way to validate an address is using the USPS Address Verification tool. The free tool is available on USPS.com, can standardize and verify address accuracy, and allows one address entry at a time.

Address Verification is a security process that helps companies verify the accuracy of users' address information. For example, e-commerce platforms verify users' addresses to ensure that their billing address matches the one linked to the cardholder's account. There are different methods to verify one's address.

Protecting your assets

With our Customer Protection Guarantee, we reimburse you for losses from unauthorized activity in your accounts. We also participate in asset protection programs such as FDIC and SIPC to help provide the best service possible.

How do I avoid Fidelity fees? ›

Escaping the Fidelity Recordkeeping Fee can be achieved through strategic actions such as closing the account, seeking fiduciary services, and considering alternatives to minimize financial obligations. Closing the account is a straightforward approach to avoid the fee entirely.

Call Fidelity

If you aren't sure, or if you work for a for-profit organization, call 800-835-5095.

However, if we are unable to verify your bank account ownership, you may be asked to upload additional documentation, like a check. If we cannot instantly verify your information, the process could take up to 7-10 days. Why am I being asked for my bank login credentials (username and password)?

Once Fidelity receives your paperwork and determines it is in good order, most transfers take 3 - 5 weeks to complete. If you transfer your assets in full, the transaction may be automated and the process may take less time to complete.

Updating your personal address

To update only your personal address with the IRS, you can fill out and file form 8822, found on the IRS website here. Some general recommendations for this form are as follows: Check Box 1 for Individual Income tax returns. Fill in 3a and 3b with your information.

Instructions: Go to americanfidelity.com/myaccount to change your address with your online account. Complete the information below only if you choose not to update your information online.

To view your Fidelity documents or change your delivery preferences online, simply log in to Fidelity.com and navigate to "Statements" under the "Accounts and Trade" tab.

Go to Fidelity.com/checkwriting. Use this form to: add checkwriting to an existing Fidelity nonretirement brokerage, mutual fund only, HSA, or Fidelity® Cash Management Account. 529 College Savings Plans, ABLE Accounts, and Fidelity managed accounts are NOT eligible to establish checkwriting.