Fund your new account with a bank wire. - Fidelity Investments
Fund your new account with a bank wire.
You may use a bank wire transfer to move funds from your bank into your new Fidelity account. The transfer must be initiated at the financial institution where the funds are deposited.
Please provide the following information to the financial institution where your funds are deposited:
WIRE FUNDS TO JPMorgan Chase, NY
ROUTING NUMBER 021000021
FOR CREDIT TO National Financial Services LLC
ACCOUNT NUMBER 066196-221
FOR THE BENEFIT OF
List all owners on your new Fidelity account (for retirement accounts, also include contribution type here).
FOR FINAL CREDIT TO Provide your new Fidelity account number (letters included if applicable).
ADDRESS One Chase Manhattan Plaza, New York, NY 10005
Additional information needed to wire to retirement accounts
When sending a wire to a retirement account, always indicate the contribution designation for the wire by including the appropriate code with the wire instructions:
CODE CYC PYC ROC DRC CVC SEP
DEFINITION
Current year contribution Prior year contribution 60-day rollover Direct rollover from an employer plan Conversion to a Roth IRA, when funds came from a non-Roth IRA Employer SEP IRA contributions
TRADITIONAL & ROLLOVER IRA
Yes Yes Yes Yes
ROTH IRA
Yes Yes Yes Yes*
SEP IRA
Yes Yes Yes Yes
*Subject to contribution limits and deadlines.
Wire transfers into your new Fidelity account are typically completed on the same business day, depending on the time of day Fidelity receives your request. All wire funds must be in U.S. dollars. Fidelity doesn't charge any fees for receiving wire transfers, although many banks charge fees for sending them.
? 2016 FMR LLC. All rights reserved.
501497.4.0
Fidelity Brokerage Services, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917
1.9879536.100
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