Finding Cusip Numbers: Navigating Fidelity's Investment Site Easily

CUSIP numbers are nine-character alphanumeric identifiers assigned to all stocks and registered bonds in the US and Canada. They are used to differentiate securities traded on public markets and facilitate the settlement and clearance of associated securities. To find the CUSIP number for a specific security on the Fidelity website, go to the research page for that security, either by searching the security symbol on Fidelity.com or by navigating through Accounts & Trade and Account Positions. The CUSIP number will be listed under the Detailed Quote section.

Using the search bar at the top right of Fidelity.com

You can also find a security's CUSIP number by first hovering over "Accounts & Trade" and selecting "Account Positions". Then, under the appropriate account, click on the security you want to view and choose the "Research" tab. Finally, click "Research" to open the specific security research page, where you can find the CUSIP under "Detailed Quote".

Fidelity Investment's Find Symbol tool can also be used to search for a stock, mutual fund, index, or annuity using a security name, trading symbol, CUSIP number, or fund number.

Using the 'Accounts & Trade' dropdown menu

The "Accounts & Trade" dropdown menu is a great way to navigate to the CUSIP number for a specific security. Here's a step-by-step guide on how to use this menu to find the CUSIP number:

• Hover over "Accounts & Trade" and select "Account Positions".
• Under the appropriate account, click on the security you want to view.
• Choose the "Research" tab for that security.
• On the research page, look for the "CUSIP" number under the "Detailed Quote" section.

The CUSIP number is a unique nine-character identification number assigned to all stocks and registered bonds in the U.S. and Canada. It is used to distinguish between securities traded on public markets and facilitates the settlement and clearance of securities. The CUSIP number can also be found by inputting the security symbol into the search bar at the top right of http://Fidelity.com, and then looking under the "Detailed Quote" section.

Using the 'Find Symbol' tool

To use the Find Symbol tool on the Fidelity Investments website, follow these steps:

• Go to the Fidelity.com homepage.
• Click "Get Quotes" at the top of the page.
• Select "Lookup Symbol".
• Choose the type of security you want to look up (e.g. stock, mutual fund, index, or Fidelity variable annuity investment option).
• For stocks, mutual funds, and indexes, select what you want to search by and enter the corresponding search text. For example, you can search by company name or ticker symbol.
• For Fidelity variable annuity investment options, enter the corresponding search text. You can also read about these symbols or view a list of investment option symbols.
• A list of securities that match your search criteria will then be displayed.

If you don't find the symbol you're looking for, data may not be available. You can also refer to the "Search Bond/Fixed Income Inventory" section to search for fixed-income securities offered through Fidelity, such as bonds and certificates of deposit.

Using the MSRB's Electronic Municipal Market Access (EMMA) system

To search for a CUSIP number on the Fidelity website, you can go to the research page for a specific security. There are two ways to get to this page:

• Input the security symbol into the search bar at the top right of http://Fidelity.com. Once on the research page, the CUSIP is listed last under the "Detailed Quote" section.
• Hover over "Accounts & Trade" and select "Account Positions". Under the appropriate account, click the security you want to view and choose the "Research" tab. Click "Research" to open the specific security research page. Look for the "CUSIP" under "Detailed Quote".

Alternatively, you can use the Municipal Securities Rulemaking Board's (MSRB) Electronic Municipal Market Access (EMMA) system. EMMA is a free online platform that provides investors with access to municipal bond market information. Here's how it works:

The MSRB's Electronic Municipal Market Access (EMMA) system is a free online platform that provides investors with access to municipal bond market information. It is designed to promote transparency and accessibility, allowing investors to make informed investment decisions. Here's how you can use the EMMA system to search for CUSIP numbers:

Features and Benefits

• Comprehensive Search Capabilities: EMMA allows users to search for specific securities, issuers, or market data using various criteria, including CUSIP number, issuer name, or security type.
• Real-Time Market Data: The platform provides up-to-the-minute information on market activity, including bid and ask prices, trade data, and other market statistics.
• Document Library: EMMA maintains a library of official statements, continuing disclosure documents, and other disclosures related to municipal securities offerings.
• Educational Resources: The platform offers educational resources and tools to help users better understand the municipal securities market and the role of the MSRB.

How to Use EMMA

• Search for CUSIP Numbers: You can use the search function on the EMMA platform to look for specific CUSIP numbers.
• Access Official Statements: EMMA provides access to official statements, which contain information about the issuer, the bond issue, and the terms of the bond.
• View Continuing Disclosures: EMMA also offers access to continuing disclosures, which provide ongoing information about the bond issue.
• Analyze Trade Data: The platform provides real-time trade data, including information on price, yield, and volume of trades.

Advantages of EMMA

The EMMA system offers several advantages:

• Transparency: EMMA promotes transparency in the municipal securities market by providing investors with timely and accurate information about securities offerings and market activity.
• Efficiency: The platform streamlines the process of accessing and reviewing municipal securities information, helping investors and issuers save time and money.
• Compliance: EMMA assists issuers in complying with their continuing disclosure obligations by providing a central repository for official statements and other disclosure documents.
• Free Access: Unlike other platforms that require a subscription, EMMA is free to access and is designed to provide investors with the information they need to make informed decisions.

Alternatives to EMMA

While EMMA is a valuable resource, there are alternative platforms that offer similar functionalities:

• Bloomberg Terminal: A comprehensive financial data and analytics platform that includes real-time market data, news, and research. However, it can be expensive and may not be accessible to all users.
• Municipal Bond Exchange (MBX): An electronic trading platform that allows investors to buy and sell municipal bonds directly with each other. MBX offers a streamlined trading experience but does not provide the same level of transparency and disclosure as EMMA.
• Municipal Securities Broker's Broker (MSRB): The MSRB operates a real-time trade reporting system that provides investors with access to trade data for municipal securities. While it offers similar functionalities, it does not provide access to official statements and disclosure documents.

Using a Google search

Firstly, you can try performing a Google search in the format [stock trading symbol] CUSIP number. For example, a search for "AAPL CUSIP number" will bring up the CUSIP number for Apple, Inc.

Secondly, you can use a search tool such as QuantumOnline or Fidelity Investment's Find Symbol tool to find CUSIP numbers for stocks, mutual funds, or annuities. The MSRB's Electronic Municipal Market Access website, known as EMMA, also offers advanced search functions to track down securities information and look up CUSIP numbers.

Thirdly, individual companies will often display their CUSIP numbers on their websites, and CUSIP numbers can also be found on official statements relating to the security, such as financial statements and confirmations of purchase.

Finally, CUSIP numbers can be accessed through the Municipal Securities Rulemaking Board (MSRB) via the Electronic Municipal Market Access (EMMA) system, or through various securities dealers.

It is worth noting that CUSIP numbers are nine-character identification numbers assigned to all stocks (and registered bonds) in the US and Canada. The first six characters are known as the base or CUSIP-6 and identify the security issuer. The seventh and eighth digits identify the issue of the security, and the ninth digit is an automatically generated check digit.

Frequently asked questions