Fidelity Investments: Where To Find Their Offices

Fidelity Investments is a financial planning and investment company with several Investor Centers across the United States. The company provides services such as financial planning, brokerage services, and investment advisory. With a focus on customer service, Fidelity offers multiple mailing addresses for various purposes, including life insurance forms, annuity forms, checks, and important documents. The specific Fidelity mailing address one should use depends on the customer's state of residence and the nature of their correspondence.

Mailing addresses for customers outside of New York state

Fidelity Investments provides a range of mailing addresses for customers to send documents, deposit cheques, or pay for trades. Customers outside of New York state should use the following addresses:

• To mail in life insurance forms, annuity forms, cheques, or copies of important documents (e.g. driver's licenses, birth or death notices, and marriage certificates), use: Fidelity Investments Life Insurance Service Center, PO Box 770001 Cincinnati, OH 45277-0050.
• For documents related to requesting or supporting changes to established accounts, such as updating beneficiaries or reporting a change of address, use: Fidelity Investments, PO Box 770001 Cincinnati, OH 45277-0002, or Fidelity Investments, 100 Crosby Parkway KC1H Covington, KY 41015.
• To send paper cheques for deposits or payments related to trading activities, use: Fidelity Investments, PO Box 770001 Cincinnati, OH 45277-0003, or Fidelity Investments, 100 Crosby Parkway KC1H Covington, KY 41015.
• When mailing documents to open a new account, including proof of ID, marriage certificates, and paper account opening applications, use: Fidelity Investments, PO Box 770001 Cincinnati, OH 45277-0002, or Fidelity Investments, 100 Crosby Parkway KC1K Covington, KY 41015.
• For rollover cheques from an old 401(k), make cheques payable to Fidelity Management Trust Company (FMTC), FBO [your name], and include your IRA account number. Send to: Fidelity Investments ATTN: Direct Rollovers, PO Box 770001 Cincinnati, OH 45277-0037, or Fidelity Investments ATTN: Direct Rollovers, 100 Crosby Parkway KC1H Covington, KY 41015-0037.
• For term life insurance accounts, send paper copies of important documents for all term life insurance policies to: Fidelity Investments Life Insurance Service Center, PO Box 770001 Cincinnati, OH 45277-0050.
• To transfer an account or transfer assets (TOA), send a paper copy of your statement from your current financial firm, completed paper copies of the TOA form, and other requested documents to: Fidelity Investments ATTN: TOA, PO Box 770001 Cincinnati, OH 45277-0036.

Mailing addresses for customers in New York state

If you are a resident of New York state, you can use the following addresses to mail in life insurance forms, annuity forms, checks, or copies of important documents like driver's licenses, birth or death notices, and marriage certificates:

Empire Fidelity Investments Life Insurance Company Annuity Service Center

PO Box 770001

Cincinnati, OH 45277-0051

Fidelity Investments

100 Crosby Parkway KC2Q

Covington, KY 41015

If you are mailing documents to request or support changes to established accounts, including updating beneficiaries, or reporting a change of address, use the following address:

Fidelity Investments

PO Box 770001

Cincinnati, OH 45277-0002

Fidelity Investments

100 Crosby Parkway KC1H

Covington, KY 41015

If you are sending paper checks for deposits or payments related to trading activities, use the following address:

Fidelity Investments

PO Box 770001

Cincinnati, OH 45277-0003

Fidelity Investments

100 Crosby Parkway KC1H

Covington, KY 41015

If you are mailing in rollover checks from an old 401(k), make the check payable to Fidelity Management Trust Company (or FMTC), FBO [your name]. Be sure to include your IRA account number on the check and use the following address:

Fidelity Investments

ATTN: Direct Rollovers

PO Box 770001

Cincinnati, OH 45277-0037

Fidelity Investments

ATTN: Direct Rollovers

100 Crosby Parkway KC1H

Covington, KY 41015-0037

Contact information for the Boca Raton, FL branch

Address

1400 Glades Road, Unit 180, Boca Raton, FL 33431

Opening Hours

Monday to Friday: 8:30 a.m. - 5:00 p.m.

Phone Number

This branch can be contacted on 800-544-8237 during office hours only. Alternatively, the Fidelity Customer Service Center can be reached 24/7 on 800-343-3548.

Branch Manager

The Boca Raton branch is managed by William Teichmann.

Location

The branch is located in University Commons.

Parking

Free parking is available at the Investor Center.

Contact information for the Tucson, AZ branch

The Tucson, AZ branch of Fidelity Investments is located at 3001 East Skyline Drive, Suite 255, Tucson, AZ 85718. The branch is open from Monday to Friday, 8:30 a.m. to 5:00 p.m. by appointment only.

The branch manager is Alison Lush. Complimentary parking is available at the Investor Center.

You can contact the Tucson branch by calling 800-219-1249 during office hours only. If you need assistance outside of office hours, you can reach the 24/7 Fidelity Customer Service Center by calling 800-343-3548.

Before stopping by the branch, it is recommended that you connect with the team to see if they can assist you online. You can also send an email by using the email service on the Fidelity website. Please note that you must input your real email address and only send emails to people you know, as it is a violation of law in some jurisdictions to falsely identify yourself in an email.

Fidelity encourages customers to complete tasks online through their digital forms or use features like mobile check deposit in the Fidelity mobile app.

Contact information for the Stamford, CT branch

The Stamford, CT branch of Fidelity Investments is located at 869 Washington Blvd, Stamford CT 06901. The branch is open from Monday to Friday, 8:30 a.m. to 5:00 p.m. and is managed by Jonathan Desautels, VP.

To get in touch with the Stamford branch, you can call them at 800-882-8255 during office hours only. If you need assistance outside of office hours, you can contact the 24/7 Fidelity Customer Service Center at 800-343-3548.

Parking is available in the garage behind the Investor Center, which you can enter from Tresser Boulevard.

Before stopping by, it's recommended that you connect with the branch to see if they can help you online. You can also schedule a planning appointment to collaborate on a financial plan, discuss your goals and investment strategies, or get guidance on a specific situation.

Frequently asked questions