Directory information, not recipient confirmation. Fax numbers can change and differ by department, location, form, or plan. Confirm this destination directly with Fidelity Brokerage Services LLC (Fidelity Investments) before sending sensitive documents. FaxFlow is not affiliated with this organization.
Fidelity Brokerage Services LLC (Fidelity Investments) fax number
(877) 236-4162
TOA Deliveries / Transfers (ACAT)
Used for: Transfer of Assets (TOA) paperwork submission for ACAT transfers; used to deliver TOA forms such as stock plan transfer requests to Fidelity for processing.
Fax destination details
- Department
- TOA Deliveries / Transfers (ACAT)
- Purpose
- Transfer of Assets (TOA) paperwork submission for ACAT transfers; used to deliver TOA forms such as stock plan transfer requests to Fidelity for processing.
- Form
- TOA transfer form (Transfer of Assets) — TOA Form for Stock Plan Transfers (Transfer of Assets)
- Address
- 100 Crosby Pkwy, Covington, KY 41015, USA
- Voice phone
- 866-755-6372
- Website
- Visit organization website
Before you send
- Confirm that this exact department handles your document or request.
- Check the organization website or call its main line for the current fax number.
- Include a cover sheet and any case, member, claim, or form reference required.
- Keep the delivery confirmation with your submission records.
Complete the TOA form and submit via fax to Fidelity's TOA Deliveries; ensure all required fields are included and signatures are present.
Official form instructions are published as a downloadable file on the organization's website.
Sources and verification
FaxFlow records the public sources found during directory research. A source link is useful evidence, but it is not a guarantee that a number still reaches the same team.
No public source link was saved with this record. Confirm the number directly with the organization before using it.