WebA Depository Trust Company (DTC) transfer would be initiated by the delivering firm. Clients are able to transfer eligible securities to Fidelity through a DTC transfer by providing the … Webwith this intermediary institution, will decide which one to use, and has to share the required contact details with Fidelity. sTep-by-sTep proCess Guide: 1. Contact your contra br oker and indicate to them that you hold shares in a Fidelity Stock Plan Account that you would like to transfer to your account with this contra broker.
WIS FORMS – WIS - Wisdirect.com
WebDTC Eligible Free Delivery to: Merrill Lynch, Pierce, Fenner & Smith Incorporated DTC Clearing #8862 and 8 digit Merrill Lynch Account Number Physical Security Deliveries: (A Copy of this form must be attached to the certificates being delivered.) DTCC NYW Broker 671 MLPFS 570 Washington Boulevard Jersey City, NJ 07310 http://personal.fidelity.com/misc/buffers/choose-edelivery.shtml duke university allen building
Transfer/Rollover/Exchange Form Instructions
WebFidelity offers a number of services, many with no fees, to help you move cash in and out of your Fidelity Account SM. Services include checks, funds transfer, direct deposit and automatic investments. ... Addresses and instructions to deposit stock certificates to your brokerage account. Free: Withdraw the Cash in Your Fidelity Account ... WebeDelivery refers to electronic delivery. Customers who sign up for eDelivery will receive their financial documents electronically rather than through U.S. mail. Financial documents include statements, trade confirmations, prospectuses, and other financial reports. Webdelivery method and provide any required information. Transaction timings start from when your distribution request is approved, and are estimates, not guarantees. 5. Tax Withholding Fidelity will withhold income taxes from the taxable portion of the distribution based on your account address on file at Fidelity and your elections, as described ... duke university alumni tours