Fidelity Stock Plan Services: TOA Deliveries
Toll-freeTransfer shares from a Fidelity Stock Plan account using the cited transfer form.
Fidelity Investments
Find Fidelity fax destinations for Stock Plan Services transfers, workplace adviser authorization and the listed professional services.
FinancialUnited StatesLast reviewed
Fidelity Workplace / NetBenefits: Registered Investment Advisor Authorization
Toll-freeReturn the completed authorization required for this account or service.
Investment professional and shareholder services
Toll-freeRequested forms for investment professional or shareholder services; call first.
Which Fidelity Investments fax number should I use?
Identify the Fidelity business and exact form first. Stock Plan Services transfer instructions and the NetBenefits investment adviser authorization use different destinations. Neither establishes a fax for every retail account transfer, IRA rollover or customer-service enquiry. Investment professional and shareholder services require a conversation with a Fidelity representative before faxing; unsolicited faxes are not accepted.
What to include in your fax to Fidelity Investments
For Stock Plan Services, complete the applicable transfer form. For workplace adviser access, use the Registered Investment Advisor Authorization. Check each form’s return instructions and signatures before adding account statements or identification.
Check the destination and prepare your cover page
Name the processing department and the exact form or request. Include the account or case reference required by the instructions, a callback number and the page count. A cover page does not replace a signature, identity check or original document required by the form.
Open the official source above and check the current instructions. A reviewed source confirms a published number, not live availability. Toll-free numbers can still incur sending-service or international charges.
Confirm delivery and follow up with Fidelity Investments
Keep the transmission result and a copy of the documents. Confirm with the receiving department that the packet is complete and can be processed; a delivery receipt does not establish acceptance or a decision. These are fax destinations, not voice support lines. Check with Fidelity Investments before sending a duplicate.
How to fax Fidelity Investments without a fax machine
Prepare a legible PDF, confirm the department and number, and review all pages before authorizing the fax. With DearFax, you can send online or prepare a workflow through ChatGPT, Codex and MCP. Save the transmission result with your records.
Frequently asked questions
Fidelity Investments fax questions
Fidelity Stock Plan Services: TOA Deliveries: +1 877 236 4162. Fidelity Workplace / NetBenefits: Registered Investment Advisor Authorization: +1 877 330 2476. Investment professional and shareholder services: +1 888 321 7349. Identify the Fidelity business and exact form first. Stock Plan Services transfer instructions and the NetBenefits investment adviser authorization use different destinations. Neither establishes a fax for every retail account transfer, IRA rollover or customer-service enquiry. Investment professional and shareholder services require a conversation with a Fidelity representative before faxing; unsolicited faxes are not accepted.
No general rollover destination is established here. Read the current rollover form: it may require upload, mail or a different department.
Yes. The linked institutional contact instructions require you to speak with a representative before sending forms or documents to that line. They say unsolicited faxes are not accepted.
For Stock Plan Services, complete the applicable transfer form. For workplace adviser access, use the Registered Investment Advisor Authorization. Check each form’s return instructions and signatures before adding account statements or identification.
Name the processing department and the exact form or request. Include the account or case reference required by the instructions, a callback number and the page count. A cover page does not replace a signature, identity check or original document required by the form.
Prepare your documents as a legible PDF and confirm the recipient’s submission requirements. You can use DearFax in your browser or prepare the fax with ChatGPT or Codex through MCP. Review the number and pages before authorizing the send, then keep the transmission result. Delivery does not confirm that the recipient accepted or processed your request.