Netbenefits Fidelity 401k . Refer to the specific phone number and mailing address(es) provided by your employer for your plan or call 800-835-5095, Monday - Friday, 8:30 a.m.- 8:30 p.m. (EST). Netbenefits Fidelity 401k Phone Number. Fidelity prides itself on providing customer support. For small business owners; Prospects . Be sure to ask your former plan administrator to include your IRA account number on the check. Interested in becoming a Fidelity customer? Call 800-FIDELITY or 800-343-3548. Usage of Fidelity's online trading services constitutes agreement of the Electronic Services Customer Agreement and License Agreement. First off, it is important to know that an investor can only have a BrokerageLink account if they have a company sponsored 401k account that allows for the BrokerageLink. Fidelity IRA Fees Comparison Fidelity's policy of no on-going fees for IRA's is pretty generous. The next step is to contact your 401k provider and tell them to send your 401k money to your new Fidelity IRA. Fidelity offers a variety of investment accounts and financial services to their customers, including the ability to open a brokerage account, an IRA and a 529 account for education savings through their website. Last 4 Digits of SSN. The Standard 401k Phone Number. This is a secure transaction. ForLocations, The World's Best For Store Locations and Hours. To benefit from all of the tools available on advisor.fidelity.com, your browser must have Frames enabled. A $0 closeout fee is hard to bead. A Fidelity associate can be contacted over the phone any time of the day or night, 365 days out of the year. 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) OR: My IRA is currently held with another custodian or trustee. Before investing, consider the investment objectives, risks, charges, and expenses of the fund, exchange-traded fund, or annuity and its investment options. Also, in some instances, one Fidelity account may be owned by more than one person. Fidelity Headquarters Boston Contact Phone Number is : (617) 692-0041, 800-544-6666 and Address is 245 summer, Street, Boston, Massachusetts, MA-02210-1133, US The Fidelity Investments is a global Financial Services organization. Have a Tax ID Number? A Traditional IRA or SEP IRA. To close your Fidelity Roth IRA, complete the "Authorization to Close Account" form, which is available for downloading on Fidelity's website. As a stark contrast, there is only one complaint registered before the Customer Financial Protection Bureau. Fidelity is readily accessible to its customers 24 hours a day, seven days a week, through phone, email, and chat. You cannot, however, close any Fidelity account online. Fidelity 401k Customer Service Number IRAs allow you to make tax-deferred investments to provide financial security when you retire. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Fidelity will charge a short-term trading fee each time you sell or exchange shares of FundsNetwork No Transaction Fee (NTF) funds held less than 180 days (short-term trade). Fidelity hours and Fidelity locations along with phone number and map with driving directions. All Stores > Fidelity Locations & Hours; 1 Fidelity - San Francisco 1388 Sutter Street Suite 1200, San Francisco CA 94109 Phone Number: (415) 563-3500. It received a poor score from the Better Business Bureau because of 36 complaints that remain unresolved. * Total should equal 100%. Contact us to determine which retirement options would work best for you. A Rollover IRA. Fidelity 401k Phone Number 800 . The headquarters of the Fidelity is located in Boston, Massachusetts, US. Current employer Fidelity Advisor SIMPLE IRA Plan Number (if applicable) Class A, B, C, and T shares are offered through a prospectus only. 844203.5.0 Though in most cases your Personal Address/Phone is the same as your account address, there are legitimate reasons for customers with multiple Fidelity accounts to have different account addresses for each 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. FIDELITY BANK routing numbers have a nine-digit numeric code printed on the bottom of checks which is used for electronic routing of funds (ACH transfer) from one bank account to another. 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. Refer to the phone number. There are 10 active routing numbers for FIDELITY BANK. Online: Contribute securely using an electronic funds transfer (EFT). 401k Phone Number Customer Service . Indicate whether you want money withheld for taxes. 800-544-5555: TDD-services for the hearing impaired: 800-544-0118: Employer–Sponsored Benefit Plans: 800-835-5097: 401(k), 403(b), 457, health plans, pension, and HR/payroll. Fidelity 401k Brokerage Link Account Overview The Fidelity 401k BrokerageLink (Fidelity’s version of a self-directed 401k within a managed 401k account) is one of the best brokerage windows offered on the market today. Bankers Fidelity Customer Service Number. Fidelity supports 128-bit browser encryption. MyVoice is a new feature that customers can enroll in to bypass the need for a password or PIN. Ask your plan sponsor or Fidelity. Pretax salary deferrals with minimal administrative expenses; Plan Size. Different Fidelity departments have their own phone numbers, which is a good thing if you want to talk to the right person. Fidelity Employer Services . You can choose to receive a check or have the funds in your Roth account sent via electronic fund transfer to another account. Box 1a: Total ordinary dividends : Shows total ordinary (short-term) dividends that are taxable, which include any net short-term capital gains from a mutual fund. Please note: When a rollover check is made payable directly to you, you must deposit the money into your IRA within 60 days of receiving the check to avoid income taxes and a possible early withdrawal penalty. First. Roth IRAs and Coverdell IRAs cannot be accepted. Okay. Read it carefully. For account-specific questions, current customers can call the company’s customer support team at 1-800-972-2155. Name Social Security or Taxpayer ID Number Date of Birth MM DD YYYY Evening Phone Daytime Phone E-mail Not married Married Your spouse may need to sign this form. 401k Fidelity Phone Number. There's a $15 fee for an electronic funds transfer. Be sure to include your account number on the check. If you choose “Full Liquidation/100%,” Fidelity will request your full balance. If mailing a check, be sure to include your account number in the memo line. 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