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Fidelity Retirement Accounts

May 23, 2012

fidelity

For Defined Contribution EMPLOYER plans:

Fidelity Employer Services Company, LLC
Attn: Subpoena Processing
P.O. Box 770002
Cincinnati, OH 45277-0090
Fax: (800) 974-9651

-or-

Fidelity Workplace Services, LLC
Attn: Subpoena Processing
P.O. Box 770003
Cincinnati, OH 45277-0070

For RETAIL plans (IRA’s, Educational Accts, etc.):

Fidelity Brokerage Services, LLC
Attn: Subpoena Processing
P.O. Box 770001
Cincinnati, OH 45277-0031

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10 Comments
  1. CRHapgood permalink

    Can a subpoena be personaly served at the PObox? Or is there a fax number for their Workplace and Brokerage services ? I served a subpoena on Fidelity Investments and they said to resubmit to the POBox above…But Im very short on time as this is a hearing for my divorce.

    • Dear Reader,

      Such service would not be personal. It would be by mail. Subpoenas may take more time than you plan for to be processed and documents returned to you. You should allow extra time for this process. As to serving at the P.O. Box, Fidelity is the best source for how they wish to be served. But for sure, service at a P.O. Box could not be characterized as “personal” service.

  2. Mary Dalto permalink

    Please contact me regarding a grand jury subpoena. Fidelity Reference Number: W865007-24Jul17. Thank you.

    • Dear reader, this website is not affiliated with Fidelity. We only provide contact information. You will need to contact Fidelity directly.

  3. Connie Brooks permalink

    I want to talk to someone about my investment and its distribution. How do I find out who the plan administrators agent is for Fidelity Workplace Services, LLC?

  4. Florine Presley permalink

    Florine Presley needs a phone number to contact Fidelity Workplace

  5. Florine Presley permalink

    Reply phone # to FLOPPRESLEY@AOL.com

  6. Bill permalink

    Love this site. Just called Fidelity and there is a slight change in their address. The zip code is -0003, not -0031 for the last for digits.

  7. Suri permalink

    hey, I found this website and it as a ton of egal information: addresses, phone numbers…. http://info.publicintelligence.net/FinancialCrimesContacts.pdf

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