Fidelity does not initiate incoming domestic wires. Clients must contact their bank and provide them with the following wiring instructions:

  • Wire to: J.P Morgan Chase Bank, NY
  • Address: One Chase Manhattan Plaza, New York City, NY 10005
  • ABA Number (routing number): 021000021
  • For credit to: National Financial Services, LLC
  • Account number: 066196–221
  • For benefit of: Customer's name (retirement accounts must include the applicable contribution codes shown in the table below)
  • For Further Credit: Customer's Fidelity brokerage account number
  • SWIFT Code: CHASUS33 (International wires)

Note: Wires that cannot be credited to the client’s brokerage account due to account restrictions, missing, or incomplete information will be returned. The client's brokerage account number must be noted on the For Further Credit line or the wire cannot be credited to the account.

Certain banks who initiate bank wires may request the address for National Financial Services. For those banks provide the following address, National Financial Services, 499 Washington Blvd, Jersey City, NJ 07310.

!IMPORTANT!

  • Clients initiating a wire purchase into a retirement account must include the applicable contribution code within the wire instructions to Fidelity to ensure the wire is correctly credited and tax-reported.
  • If an institution indicates a wire is being sent as a transfer of assets request sent by Fidelity, the sender must indicate TOA in the wiring instructions. Customer may not send a wire as a TOA, however, their current custodian may send a TOA by wire.

 

Note: 

  • Contributions to SIMPLE-IRAs must be made through the PlanManager tool.
  • It is the client's responsibility to report which tax year the contribution is for.

Description

Reportable

Cash Codes

Securities Codes

Current year

Yes

CYC

N/A

Prior year

Yes

PYC

N/A

60-day rollover

Yes

ROC

RCS

Retirement contribution (Keogh/Self-Employed 401(k))

Yes

KCT

N/A

Retirement current year contribution (Self-Employed 401(k))

Yes

CYP

N/A

Retirement prior year contribution (Self-Employed 401(k))

Yes

PYP

N/A

SEP-IRA

Yes

SEP

N/A

Direct rollover

Yes

DRC

DRS

Conversion to Roth IRA

Yes

CVC

CVS

Participant current year (SIMPLE-IRA)

Yes

CYP

N/A

Participant prior year (SIMPLE-IRA)

Yes

PYP

N/A

Employer current year (SIMPLE-IRA)

Yes

CYS

N/A

Employer prior year (SIMPLE-IRA)

Yes

PYS

N/A