Fidelity Mailing Address for Old and New Accounts (2024)

FAQs

How to update mailing address Fidelity? ›

To change your address, log in to your account and select Mailing Address under Account Settings. Select the account(s) you'd like to update to submit your address change. Updates to 529 beneficiary addresses must be made separately.

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. You'll receive e-mail notification when the latest version of your documents are available online.

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.

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.

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.

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)?

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.

To begin, log in to your Fidelity account and navigate to the 'Banking' or 'Transfer Money' section. Look for the option to 'Link a Bank Account,' then select your bank from the provided list. Enter your bank account details, such as the account number and routing number, when prompted.

Please contact Fidelity TrueServe by Telephone: 0700 343 35489 or email: true.serve@fidelitybank.ng for more enquiries and to request for your token.