# Fidelity Investments fax numbers for stock-plan and account documents Find Fidelity fax destinations for Stock Plan Services transfers, workplace adviser authorization and the listed professional services. Country: United States Category: Financial Last reviewed: 2026-10-04 (published sources, not a test transmission) ## 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. ## Fidelity Stock Plan Services: TOA Deliveries Fax: +1 877 236 4162 E.164: +18772364162 Toll-free number; service and international charges may still apply. Transfer shares from a Fidelity Stock Plan account using the cited transfer form. Use only when: Use this line only for the named department and document type. Follow the current official form if its return instructions differ. [Fidelity Investments — form and contact instructions](https://workplaceservices.fidelity.com/bin-public/070_NB_SPS_Pages/documents/dcl/shared/StockPlanServices/SPS_INTL_TOA_FORM.pdf) — reviewed 2026-10-04 ## Fidelity Workplace / NetBenefits: Registered Investment Advisor Authorization Fax: +1 877 330 2476 E.164: +18773302476 Toll-free number; service and international charges may still apply. Return the completed authorization required for this account or service. Use only when: Use this line only for the named department and document type. Follow the current official form if its return instructions differ. [Fidelity Investments — form and contact instructions](https://nb.fidelity.com/bin-public/600_WI_PreLogin_English/documents/Registered_Investment_Advisor_Authorization_Form.pdf) — reviewed 2026-10-04 ## Investment professional and shareholder services Fax: +1 888 321 7349 E.164: +18883217349 Toll-free number; service and international charges may still apply. Requested forms for investment professional or shareholder services; call first. Use only when: Call a Fidelity representative before faxing; unsolicited faxes are not accepted. [Fidelity Investments — form and contact instructions](https://institutional.fidelity.com/app/proxy/content?literatureURL=%2F9585222.PDF) — reviewed 2026-10-04 ## 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. Check the official source and recipient instructions before sending. A reviewed source confirms a published number, not live availability. ## Confirm delivery and follow up with Fidelity Investments These are fax destinations, not voice support lines. 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. Check with that department before sending a duplicate. ## How to fax Fidelity Investments without a fax machine Prepare a legible PDF, verify the department and number, review the pages and authorize sending. DearFax supports [online sending](https://dearfax.com/send-fax-online) and workflows with [ChatGPT](https://dearfax.com/chatgpt) or [Codex](https://dearfax.com/codex) through [MCP](https://dearfax.com/mcp). Retain the transmission result. ## Frequently asked questions ### What Fidelity Investments fax number should I use? 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. ### Can I fax any Fidelity rollover form to one of these numbers? No general rollover destination is established here. Read the current rollover form: it may require upload, mail or a different department. ### Should I call Fidelity before faxing Investment Professional Services? 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. ### What documents can I 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. ### What should I put on a fax cover page for Fidelity Investments? 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. ### How can I fax Fidelity Investments without a fax machine? 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. [Browse the directory](https://dearfax.com/fax)