Contacting Local Fidelity Investments Office: A Step-By-Step Guide

Fidelity Investments has offices across the United States and in select international locations. In the US, Fidelity has over 200 branches, with a presence in states including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. The company also has offices in Ireland, India, and Germany. To find the contact details of your local Fidelity office, you can use the branch locator on the company's website.

Calling the customer service centre

• Find the correct number: The first step is to locate the phone number for the customer service centre. You can find this information on the Fidelity website or by searching for it online. Make sure you are calling the correct number for your specific query, as there may be different numbers for different departments or services. For example, there are different numbers for Fidelity Advisor Accounts, Fidelity.com Accounts, and Broker-Dealer Advisors & Planners.
• Gather your information: Before placing the call, make sure you have all the necessary information at hand. This may include your account number, personal information, and details of your query or issue. Having this information ready will help streamline the call and allow the customer service representative to better assist you.
• Place the call: Dial the customer service number and follow any prompts or instructions provided. You may be asked to select options to direct your call to the appropriate department or representative. If you are given the option to leave a voicemail or speak to a representative, choose the option that best suits your needs.
• Explain your query: Once you are connected to a customer service representative, clearly explain your query or concern. Be as detailed as possible and provide any relevant information or documentation that may be needed to resolve your issue. If you are unsure about any part of the process, don't hesitate to ask for clarification.
• Take notes: During the call, it may be helpful to take notes on the information provided by the representative. This can include any instructions, follow-up actions, or reference numbers associated with your query. Taking notes will help you remember the details of the conversation and allow you to refer back to them if needed.
• Confirm next steps: Before ending the call, confirm any follow-up actions that may be required. This could include scheduling an appointment at a local branch, completing an online form, or waiting for a response to your query. Make sure you understand the expected timeline and any further steps you need to take.
• Follow up: If necessary, don't hesitate to follow up on your query. This may involve calling the customer service centre again or visiting your local branch. It's important to stay proactive in resolving your issue and ensuring that your concerns are addressed in a timely manner.

Remember, the customer service representatives are there to help you. If you have any doubts or concerns, don't hesitate to reach out and ask for assistance. They can provide guidance and support throughout the process.

Finding the number for your local branch

Fidelity Investments has over 200 branches located throughout the United States, as well as offices in select international locations. To find the phone number for your local branch, you can use the Fidelity Investments Branch Locator. This tool will help you find the Investor Center nearest you, along with its contact information and operating hours.

Here's a step-by-step guide to finding the number for your local Fidelity Investments branch:

• Go to the Fidelity website and look for the "Find an Investor Center near you" section. This is usually located on the homepage or under the "Contact Us" or "Branch Locations" section.
• Enter your city, state, or zip code in the search bar provided. You can also browse by state using the links provided.
• A list of Investor Centers in your area will be displayed, along with their addresses and phone numbers. You can also view the operating hours and additional information such as directions and appointment options.
• Select the branch that is most convenient for you and take note of the phone number provided.
• If you prefer, you can also call the Fidelity customer service number, which is 800-343-3548, and they can direct you to your local branch.
• Alternatively, you can use the contact information provided on the Fidelity website to reach out via email or live chat. This option may be more convenient if you do not require immediate assistance or if your local branch is closed.

By following these steps, you should be able to easily find the phone number for your local Fidelity Investments branch and get the assistance you need. Remember that operating hours may vary by location, so it is always a good idea to check before calling or visiting a branch in person.

Calling about a specific investment account

• Berkeley, CA: 1995 University Ave., Suite #120, Berkeley, CA 94704. Phone: 1-800-225-6447
• Boston – Back Bay, MA: 801 Boylston Street, Boston, MA 02116. Phone: 1-800-445-9448
• Chicago Gold Coast, IL: 401 North Michigan Avenue, Chicago, IL 60611. Phone: 1-800-952-3053
• Denver Downtown, CO: 1801 Wewatta Street, Suite 100, Denver, CO 80202. Phone: 1-800-543-5219
• Atlanta Buckhead, GA: 3630 Peachtree Road NE, Suite 100, Atlanta, GA 30326. Phone: 1-800-543-2158

You can find your nearest Investor Center by visiting the Fidelity website.

If you are unable to visit an Investor Center in person, you can also contact Fidelity by phone or mail. The Fidelity Customer Service team is available by phone 24/7.

Calling about a brokerage account

If you are calling about a brokerage account, you can reach out to Fidelity's customer service team 24/7. The customer service phone number is 1-800-FIDELITY (1-800-343-3548).

If you are looking to contact your local branch, you can find the phone number for your local Investor Center on the Fidelity website. Investor Centers are open Monday–Friday, 8:30 a.m.–5:00 p.m., and by appointment.

• Call the 24/7 customer service line at 1-800-343-3548.
• Call your local Investor Center during business hours, Monday–Friday, 8:30 a.m.–5:00 p.m.
• Use the live chat feature on the Fidelity website during specified operating hours.
• Send an email to your local Investor Center.
• Connect with Fidelity on social media (Reddit, Facebook, Twitter, Instagram, Discord, or YouTube).
• Visit your local Investor Center in person.

Calling the general line

• Dial the Number: The general customer service number for Fidelity Investments is 1-800-343-3548. This number can be found on their website and is a toll-free number within the United States.
• Wait for the Automated System: Once you dial the number, you will be connected to an automated system. This system will greet you and provide you with a list of menu options to choose from.
• Navigate the Menu: Listen carefully to the menu options, as they will allow you to direct your call to the appropriate department or representative. You may be given options such as "for account balances, press 1," "for trading, press 2," or "for customer service, press 3." Choose the option that best suits your inquiry.
• Provide Additional Information: Depending on your selection, you may be prompted to enter additional information, such as your account number, or to make further choices from a more specific menu. Simply follow the instructions provided by the automated system.
• Wait for a Representative: After navigating the menu, you will typically be placed in a queue to speak with a customer service representative. Wait times may vary depending on call volume.
• Speak with a Representative: Once your call is answered, you will be connected to a customer service representative who can assist you with your inquiry. Be prepared to provide any necessary information or details about your request.

It's important to note that the general customer service line is available during standard business hours, which are usually Monday through Friday, excluding public holidays. If you are calling outside of these hours, you may hear a recorded message with information on their operating hours and may be given the option to leave a voicemail or call back during business hours.

Frequently asked questions