The Giving Account
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What To Do
Transfer and Processing Time
Stocks held in a Fidelity brokerage account
Indicate online which stocks to contribute
Generally transferred and processed same day if instructions are received at least 15 minutes prior to market close
Non-Fidelity mutual funds held in a Fidelity brokerage account
Indicate online which mutual funds to contribute
Stocks held at a financial institution other than Fidelity
Mutual funds held at a financial institution other than Fidelity
Electronic Funds Transfer
Set up Electronic Funds Transfer online by providing your bank account information during the contribution process
Work with your financial institution to initiate the wire. Fidelity Charitable will not initiate this wire transfer.
Wire to: JPMorgan Chase Bank, New York, NY, ABA
For credit to: National Financial Services LLC,
For benefit of: Fidelity Charitable, Z97-000442.
For further credit to: Name and Giving Account
Fidelity Charitable Giving Account Number (if known).
Non-publicly traded assets including private company stock, hedge fund interests, private equity, etc.