How to Change Address

Understanding how to update your address with Fidelity Investments is crucial, particularly as accurate personal information ensures smoother communication and management of your investment accounts. Below is a comprehensive guide designed to assist you with the process and address any questions you might have.

Why Update Your Address?

Updating your address with Fidelity Investments is vital for several reasons:

• Communication Purposes: Accurate records ensure you receive important communications such as statements, tax documents, and service updates.
• Security: Ensures that sensitive information related to your investments is sent to the correct location.
• Regulatory Compliance: Financial institutions are required to maintain current client information for compliance reasons.

Methods for Updating Your Address

Fidelity Investments offers multiple methods to update your address, whether you prefer online, by phone, or via mail. Here’s a detailed look at each option:

1. Update Online

To change your address online, follow these steps:

Step 1: Log into Your Account

• Go to Fidelity.com and log into your account using your username and password.

Step 2: Navigate to Personal Information

• Once logged in, go to the "Profile" link typically located under the "Accounts & Trade" tab. Here you will find the "Personal Information" section.

Step 3: Edit Address

• Locate the "Address" field and click on "Edit". Enter your new address details carefully.

Step 4: Save Changes

• After entering your new address, make sure to save the changes. Fidelity may require you to verify this change via two-factor authentication for security purposes.

2. Update via Phone

If you prefer speaking to a representative, follow these steps:

Step 1: Contact Fidelity Support

• Call Fidelity Investments customer service at the number indicated on their website or your account statements—commonly 1-800-343-3548.

Step 2: Verify Your Identity

• Be prepared to verify your identity. This typically involves confirming your Social Security Number and answering security questions.

Step 3: Request Address Change

• Once your identity is verified, inform the representative you wish to update your address. Provide your new address details.

3. Update by Mail

For those who prefer traditional methods, you can mail in a change of address request:

Step 1: Obtain the Appropriate Form

• Download the change of address form from Fidelity’s website or request one be mailed to you by calling customer support.

Step 2: Complete the Form

• Fill out the form, ensuring all details, including your account numbers and new address, are correct.

Step 3: Mail the Form

• Mail the completed form to the address provided by Fidelity, which is typically specified on their forms or website.

4. In-Person Update

Visit a local Fidelity Investments branch to update your address in person. This option is available but less common due to the convenience of the other methods.

Important Considerations

When updating your address, keep these considerations in mind for a seamless experience:

• Timing: Address updates may take a few business days to process, so plan ahead.
• Multiple Accounts: If you hold multiple accounts or services with Fidelity, ensure the address update applies to all of them.
• Verification: Upon updating your address, check your email or mail for confirmation from Fidelity. This ensures that your changes were processed correctly.

Security Tips

As a safeguard, ensure you:

• Use secure internet connections when accessing your account online.
• Confirm correspondence is from legitimate Fidelity sources, especially if you receive any unexpected request for additional information post-update.

FAQs

Q1: How long does it take for the address to update? Generally, it takes about 1-3 business days for your address change to reflect across all systems.

Q2: Will changing my address affect my account? No, changing your address should not affect your actual investments or how you access your accounts.

Q3: What if I move internationally? If you move internationally, contact Fidelity Investments directly for specific instructions, as there may be additional considerations and requirements.

Q4: Can I update my address if I’m not the primary account holder? You will need appropriate authorization if you are updating the address for an account where you are not the primary holder. Contact Fidelity customer service for guidance in such cases.

Q5: Is there a fee for changing my address? No, Fidelity does not charge a fee for processing an address change.

Conclusion

Keeping your address current with Fidelity Investments is an easy, yet essential step in managing your financial investments efficiently. Whether you opt for the online method, phone call, or traditional mail, Fidelity has ensured that their procedures are straightforward and user-friendly. For further assistance, visit Fidelity's Help Page or contact their customer service. It's essential for your peace of mind to know that your investment records are accurate and up-to-date. Visit Fidelity now to ensure your personal information is accurate, and explore the additional resources for a deeper understanding of your account management options.