Contact us

Hello! Need to get in touch?

Answer a couple of quick questions and we can guide you to the right place.

Which best describes you?

I am a financial professional I am an individual investor

Thank You

For account support:

If you are an individual investor receiving statements, trade confirmations, or trade documents, please contact the broker-dealer or financial professional listed on your most recent account statement.

Need to send in a form? See a list of Fidelity Mailing addresses.

I am a Fidelity client I am interested in working with Fidelity

Thank you

Call 800-523-1203 to connect with our servicing team or your relationship manager.
Please have your five-digit client ID available, and we'd be happy to assist you.

Thank you, let's discuss your priorities

We'd love to learn more about you and how we can help. Please share a few details so we can provide the best support possible. Your information and our conversations will remain completely confidential.

Call us or complete the form below and we'll follow up shortly with the answers you need.

RIAs, Advisors & Reps: 800.735.3756
Family Offices: 866.273.2130
Broker-Dealer & Banks: 877.262.5950
Investment Sales: 800.544.9999

* Required

What are your primary areas of interest?

First Name

Last Name

Please provide a personal email if you are interested in exploring independence.

Phone

Please provide a personal number if you are interested in exploring independence.

CRD Number (Look Up)

Firm Name

Your assets under management (AUM)

Please provide any additional information you would like to discuss:

1181166.2

7F202C7109B34BC89626BFCEE440DC97

Making a move to independence

UHNW Hub: Finding success in ultra-wealth management

Powering the growth of your RIA

Wealthscape account onboarding

Growth Hub: Powerful advisor growth strategies

Tapping into the Time-Value Equation

Select a different site

Hello! Need to get in touch?

Thank You

Thank you

Thank you, let's discuss your priorities