Fidelity advisor 529 fax form 2025

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Once logged in, locate and click on the Documents tab in your Fidelity account dashboard to proceed with the document upload process. Navigating to the Documents section is crucial for efficiently managing your document uploads.
Fax Number: 877-330-2476 021610001 Page 1 Page 2 Fidelity Investments Registered Investment Advisor Authorization Form Please print clearly in ALL CAPITAL LETTERS.
For assistance, please call the Fidelity Advisor Services Group at 888-766-6815, Monday through Friday, from 8 a.m. to 5 p.m. Eastern time. Fax Number: 877-330-2476 021610001 Page 1 Page 2 Fidelity Investments Registered Investment Advisor Authorization Form Please print clearly in ALL CAPITAL LETTERS.
Go to Fidelity.com/college or call 1-800-544-1914. Regular mail Fidelity Investments Attn.: CPSC PO Box 770001 Cincinnati, OH 45277-0015 Overnight mail Fidelity Investments Attn.: CPSC 100 Crosby Parkway KC1K Covington, KY 41015 Use postage-paid envelope, drop off at a Fidelity Investor Center OR deliver to: 4.
Fax-approved documents (those that dont require a notarization or signature guarantee) may be submitted electronically; all others must be sent by mail.
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Mail your completed transfer form and most recent statement copy to: Fidelity Investments, P.O. Box 770001, Cincinnati, OH 45277-0036.
How To Upload Documents To Fidelity? Step 1: Log in to Your Fidelity Account. Step 2: Navigate to the Documents Tab. Step 3: Select the Type of Document You Want to Upload. Step 4: Choose the Document File from Your Computer. Step 5: Review and Confirm the Document Details. Step 6: Submit the Document.

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