Directory information, not recipient confirmation. Fax numbers can change and differ by department, location, form, or plan. Confirm this destination directly with Fidelity Investments before sending sensitive documents. FaxFlow is not affiliated with this organization.

Financial serviceshigh confidence

Fidelity Investments fax number

(855) 828-8424

Used for: Submitting requests for customer records (e.g., subpoenas or GLBA-compliant information requests) to Fidelity Investments; faxed requests are part of a national financial-institution records response protocol.

Fax destination details

Purpose
Submitting requests for customer records (e.g., subpoenas or GLBA-compliant information requests) to Fidelity Investments; faxed requests are part of a national financial-institution records response protocol.
Form
Official Request for Customer Records (New York Form) / Customer Records Request Form — Official Request for Customer Records (New York Form)
Address
100 Crosby – KP2D, Covington, KY 41015

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.

Fill the form with institution name, branch location, date, and required signatures to request customer records; used under GLBA to obtain documents from a bank/financial institution.

Official form instructions are published as a downloadable file on the organization's website.

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