Here's an example: This illustration shows a typical telephone keypad layout. Click me for a modal. We find the best deal for you and then we manage the scheduling so that all your technicians show up on the same day. I know it’s super antiquated, but the only way Fidelity accepts rollover money is via a paper check. Merrill Lynch and UBS and TD Ameritrade all answer their phones but not Fidelity. Dial 1-800-225-5288; when prompted for calling number, enter 800-544-6666. To change the address or phone number on a Workplace Savings Account (for example, 403(b), 401(k), 457 Plan), please contact your plan administrator or go to NetBenefits to update your information online. Dial 1-80-922-2222; when prompted to enter calling number, enter 800-544-6666. All Stores > Fidelity Locations & Hours; 1 Fidelity - San Francisco 1388 Sutter Street Suite 1200, San Francisco CA 94109 Phone Number: (415) 563-3500. Substitute an asterisk (*) for all special characters. Contact us either by phone, or try using our virtual assistant for quick answers, here. The broker also displays a customer service phone number in the right-hand side of the screen. Fidelity offers three different IRAs to address a variety of retirement goals . You need to tell your 401k provider 3 things: Who to make the check payable to, the account number of your new Fidelity IRA, and What mailing address to send the check to. To enter a username, for example, Smith123, press 7-6-4-8-4-1-2-3. The broker promises 5-8 … Once you have received your Plan information, the Fidelity Service Centre team will be happy to talk through any aspect of your Plan with you. I have been unable to do so online and so subm... Online registration process is not working. Required minimum distributions (RMDs) 1: Vary by a number of factors, including your relationship to the deceased. Usage of Fidelity's online trading services constitutes agreement of the Electronic Services Customer Agreement and License Agreement. Different Fidelity departments have their own phone numbers, which is a good thing if you want to talk to the right person. For U.S. employees, your username (up to 15 characters) can be any customer identifier you've chosen or your Social Security number (SSN). Hours: 24 hours, 7 days; best time to call: 3:45pm. For this and other information, call or write to Fidelity or visit Fidelity.com for a free prospectus. Oh, and I am a "Premium Service" customer! 401k Number To Call . Date of Birth / / Month/dd/yyyy. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. The next best way to talk to their customer support team, according to other Fidelity Investments customers, is by calling their 800-835-5095 phone number for their 401k Customer Service department. Useful 1. With a Fidelity IRA, you can manage your investments yourself with no account fees or minimums 1 or have us do it for you for an advisory fee. Welcome to Fidelity's customer service contact us page. And as long as you keep sharing it with your friends and loved ones, we'll keep doing it. Use this form to request a rollover distribution from your 401(a), 401(k), 403(b) or 457(b) governmental employer plan. Fidelity Advisor SIMPLE IRA Details. This phone number is Fidelity Investments's Best Phone Number because 13,248 customers like you used this contact information over the last 18 months and gave us feedback. account number type of ira firm address . Sharing is what powers GetHuman's free customer service contact information and tools. 2/15/2018 . With modern glass architecture accentuating the sea and pea greens, it brightens your day just being in the building. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Easy and free! Pretax salary deferrals with minimal administrative expenses; Plan Size. Following the latest government guidance, we … Identifying information (Social Security number, date of birth, etc.) If you use your SSN to log in, please create a personalized username for added security. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917, (Separate multiple email addresses with commas), 401(k), 403(b), 457, health plans, pension, HR/payroll, and Workplace benefit plans, Fidelity Automated Service Telephone (FAST. Hewitt 401k Phone Number. Identifying information (Social Security number, date of birth, etc.) Providing Fidelity Investments with a valid phone number is optional. Seems to be an old Fidelity account or acco... unable to download fidelity active trader pro. Below I have highlighted some clear points to make that job easier for you: The Good. In the UK: 0800 3 68 68 68. Temporary closure of the Fidelity Investor Centre. Contact Fidelity regarding your account by phone or online. 100 or fewer employees; Fund Offering. 4. other special notes _____ 5. delivery instructions for cash . Contact information (legal/mailing address, email address, phone number) Employment information, if applicable (occupation, employer's name and address) Identifying information for the minor account owner; To fund an account: An account number and routing number (if moving money from a bank) Fidelity Brokerage Services LLC, Member NYSE, SIPC. Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Read it carefully. Their website for accounts is one of the best in the business." Distribution— Rollover. Is Fidelity Gold IRA for you? It is able to answer questions about transferring accounts. This is a secure transaction. Usernames and passwords containing letters need to be translated to numbers to enter them in a Fidelity phone system. Phone number will be used to contact you if there is a question about this request. A dedicated team of retirement specialists to answer questions and work with you and your clients to establish a Fidelity Advisor IRA that may help meet a variety of investment goals; Convenient account access for your clients, virtually 24 hours a day, 7 days a week † A distribution of earnings from a Roth IRA is federal income tax free if it has met the five-year aging … Transfer your ISA I am an existing customer I am a new customer Close. Fidelity hours and Fidelity locations along with phone number and map with driving directions. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. 3.TEMDISTRO.107 026380201. 013-800-544-66666: Number can be dialed directly using Barak ITC Carrier. We have phone representation available to speak with you. For small business owners; Prospects . Please carefully consider the fund's investment objectives, risks, charges and expenses before investing. I waited in line to speak with an Agent at the front desk. Absolutely no luck!!!! In short, the two companies are not related. Operations Support. Any RMDs due for the original owner must be taken by their deadlines to avoid penalties. Interested in opening an account? 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. When you walk into many Charles Schwab offices, you feel strange … The subject line of the email you send will be "Fidelity.com: ", Current customers: You'll be asked to enter your username and password using the keypad on your phone. Fidelity Advisor SIMPLE IRA Details. Finally, there is a small FAQ devoted to transfer issues. 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) Putting in ssn and then hitting ### moves you up in the phone queue. Last 4 Digits of SSN. If you already have a Fidelity Brokerage Account, IRA or workplace savings plan (e.g., a 401k, 403b, or 457 plan), please login to save your application. Fill in by hand using CAPITAL letters and black ink, or on screen (if PDF). Asset Movement Authorization By granting Level 1 or Level 2 autho-rizations, you direct Fidelity to accept instructions from your Authorized agent/ Advisor concerning the types of transac-tions indicated for that level. Besides calling, the next favorite option for customers looking for help is via 800-835-5095 for 401k Customer Service. Last. Please keep sharing your experiences so we can continue to improve this free resource. Important legal information about the email you will be sending. 401k Phone Number Customer Service . The next best way to talk to their customer support team, according to other Fidelity Investments customers, is by calling their 800-835-5095 phone number for their 401k Customer Service department. Have had a number of private client advisors over the years. • Do not use this form to transfer your Fidelity Funds IRA to a Fidelity IRA (brokerage including Fidelity SIMPLE IRAs) or brokerage account; to transfer stocks or bonds “in kind;” to directly roll over a distribution from an employer-sponsored retirement plan into a Fidelity IRA; or convert an IRA to a Roth IRA. The more money (7 figures) you bring them the better service you get. Fidelity Advisor IRAs. To change the address or phone number on a Workplace Savings Account (for example, 403(b), 401(k), 457 Plan), please contact your plan administrator or go to NetBenefits to update your information online. Number can be dialed directly using Bezeq Carrier. Username For U.S. employees, your username (up to 15 characters) can be any customer identifier you've chosen or your Social Security number (SSN). transfer the following asset(s) in kind: _____ check here if this is a partial transfer of the account . The Standard 401k Phone Number. Bank Trust/TPA/Insurance/RIA 877-836-4829. GetHuman builds free tools and shares information amongst customers of companies like Fidelity Investments. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Contact information (legal/mailing address, email address, phone number) Employment information, if applicable (occupation, employer's name and address) Identifying information for the minor account owner; To fund an account: By Phone. Direct a withdrawal of up to $100,000 to a Fidelity non-retirement account (Individual, Joint, UGMA/UTMA, Transfer on Death, or Trust account and, in addition for brokerage IRAs, College Savings Plan account) having the same Social Security number (SSN) as the originating IRA), or an eligible bank account if you are currently signed up for the Electronic Funds Transfer service on your IRA. by Marshall, 12/29/2020 . Your National Insurance number; Debit card details (for a single payment) Bank or building society details (if you’re planning on setting up a regular savings plan) I'm ready.