Send a Check

You can mail a check to Fidelity for credit to your account. See Instructions and Acceptable Check Types below for further details.

To ensure proper crediting, please use the appropriate deposit slip below. You will need to allow five business days for U.S. mail delivery to Fidelity.

You may also want to consider other convenient account funding options such as:

Deposit Slips and Contribution Forms

Use the appropriate deposit form or, order deposit slips for ongoing usage.

Instructions

When writing or requesting a check to be deposited to your account, please use the following instructions and/or form according to your account type.

  1. Complete the deposit form
  2. Write your account number and IRA contribution year (if applicable) in the memo field.
  3. Make Checks payable to:

    Brokerage Accounts:
    Make check payable to
    “Fidelity Brokerage Services LLC”

    Mutual Fund Accounts:
    Make check payable to the Fidelity fund
    name, such as “Fidelity Cash Reserves”

  4. Mail to:

    U.S. Mail
    Fidelity Investments
    PO Box 770001
    Cincinnati, OH 45277-0003

    Overnight/Certified Mail:
    Fidelity Investments
    100 Crosby Parkway, KC1H
    Covington, KY 41015

529 College Investing Plans

529 Plan Investment Instructions (PDF) . This page will open in a popup window. – Complete this form to make a contribution to your 529 account, to change how your future contributions are invested, to designate a one-time allocation for a contribution, or to make a yearly reallocation of the money you've previously invested in your account.

Make the check payable to Fidelity Brokerage Services LLC and mail to:
Fidelity Investments
PO Box 770001
Cincinnati, OH 45277-0003

Overnight/Certified Mail:
Fidelity Investments
Attn: College Plan Service Center
100 Crosby Parkway
Mail zone: KC1K
Covington, KY 41015

Annuities

Annuity Additional Purchase Form (PDF) . This page will open in a popup window. – Complete and enclose this form with your check. Make your check payable to Fidelity Investments Life Insurance Company (New York residents, make checks payable to Empire Fidelity Investments Company) and mail to:

Fidelity Investments Life Insurance Company
Annuity Service Center
PO Box 770001
Cincinnati, OH 45277-0050

In New York Only:
Empire Fidelity Investments Life Insurance Company
Annuity Service Center
PO Box 770001
Cincinnati, OH 45277-0051

Acceptable Check Types

The following types of checks are acceptable:

  • Personal checks
  • Checks payable to one or more Fidelity account owners (second party checks, see endorsement requirements below)
  • Cashier's or bank checks
  • Certified checks
  • Federal Reserve checks
  • U.S. Treasury checks
  • Business checks

Fidelity will not accept the following types of checks:

  • Altered checks
  • Checks in a foreign currency or drawn on a foreign bank
  • Post-dated checks
  • Stale-dated checks (checks dated more than 180 days prior to receipt)
  • Unsigned checks
  • Money orders
  • Third party checks
  • Traveler's checks

Endorsement Requirements

An endorsement may be required when depositing second party checks. Generally, if the check payee name does not match the owner name(s) of the Fidelity account the check is being deposited into.