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Fidelity Retirement Accounts

May 23, 2012

fidelity

Your subpoena must include full name, SSN, and birthdate. It’s helpful to have account numbers as well.

Fidelity Investments
ATTN: Legal Operations
P.O. Box 770003
Cincinnati, OH 45277-0065

Overnight/Express Mail:

Fidelity Investments National Financial Services
ATTN: Legal Operations
100 Crosby Parkway, KC1D
Covington, KY 41014-0031

Last updated 1/2/2021

13 Comments
  1. Susan Lett permalink

    Verified 3/5/21 on the phone:
    For Fidelity 401(k)
    Fidelity Investments
    PO Box 770003
    Cincinnati, OH 45277-0065
    There is no place to email or fax.
    Must include full name, SSN, and birthdate. Helpful to have account numbers as well.

  2. California Lawyer permalink

    UPDATE 9/1/2020
    Just got off phone with Fidelity w/re an IRA records subpoena.

    The address listed above is correct. However, they ask that it be addressed to “Fidelity Investments” and attention to “Legal Operations”

    Therefore, the mailing address would be (at least for IRA, etc.):
    Fidelity Investments
    ATTN: Legal Operations
    P.O. Box 770001
    Cincinnati, OH, 45277-0031

    For overnight/express they request sending to a “live” physical address (not a P.O.):
    Fidelity Investments National Financial services
    ATTN: Legal Operations
    100 crosby Parkway, KC1D
    Covington, KY, 41015-0031

  3. 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.

  4. 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.

  5. 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?

  6. Florine Presley permalink

    Florine Presley needs a phone number to contact Fidelity Workplace

  7. 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.

  8. 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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