Deposit Instructions for Investments
Clients can remit their retail and retirement account contributions directly to their investment custodian:
To Set Up Banking Instructions on Your Fidelity Advisor Account:
Click here to Register With Fidelity Advisor
Once your account is set up, navigate to Bank Information under Account Settings to add your banking instructions by clicking Add New Bank.
Note: Once you submit your banking information, Fidelity requires a 10-day prenote period before you can begin using the banking instructions.
Click here for step-by-step instructions.
For Mobile Deposits:
To Set Up Mobile Deposit for Investments held at Pershing/Cetera Brokerage, please follow this link for instructions: http://www.netxinvestor.com/nxi/welcome
For Check Deposits:
Please make your check directly payable to your custodian (fund company or brokerage holding your account) and list your account number in the memo area of your check. If the investment is for your IRA, be sure to notate the tax year your contribution is for. We recommend sending your check with a tracking number via overnight courier of your choice. Please call us at (518) 399-3372 with any questions.
Mailing Addresses for Check Investments/Contributions:
- Pershing LLC (retail accounts)
Attn: 382121
500 Ross Street 154-0455
Pittsburgh, PA 15262-0001
- Pershing LLC (retirement accounts)
Transfers Processing
Attn: 382091
500 Ross Street 154-0455
Pittsburgh, PA 15262-0001
- Fidelity Investments
100 Crosby Parkway, KC1G
Covington, KY 41015
- American Funds Service Company
5300 Robin Hood Rd
Norfolk, VA 23513-2430