How Do You Locate a Fidelity Investor Center?


Quick Answer

To locate a Fidelity Investor Center, visit the company's website at Fidelity.com, and click on the Find an Investor Center link. Enter the desired address, city, state or ZIP code into the search field, and click Search to generate a list of results.

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Full Answer

Fidelty operates a toll-free number customers can dial to speak with an investment professional. Customers can also instant message a representative or attend a seminar, notes Fidelity Investments.

Fidelity provides investors with assistance in selecting investments, managing wealth and planning for retirement, explains the financial institution. For investors with more than $250,000 in assets, the company offers a dedicated financial consultant and a support staff. Fidelity also provides guidance to employees who have Fidelity retirement plans through an employer. Guidance from Fidelity is free, although the company also offers investors a managed account option requiring an advisory fee.

Fidelity offers customers the ability to roll a previous 401(k) account into a new Fidelity individual retirement account. Fidelity also offers customers a mobile trading app, explains the financial institution. The mobile app allows customers to track options, mutual funds, international equities and other investments. Customers can view demonstrations of Fidelity's trading tools and sign up for a free 30-day research trial at Fidelty.com.

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