Fidelity DTC Number: How to Transfer Assets to Fidelity with Ease

Are you in the process of transferring your assets from an old employer-sponsored plan to Fidelity brokerage?

One crucial piece of information you’ll need is Fidelity’s Depository Trust Company (DTC) number.

Fidelity DTC Number

The DTC (Depository Trust Company) number for Fidelity is 0226. You’ll need to provide it to the firm sending your shares.

Here are the steps to follow:

1. Provide Your Fidelity Account Number: Make sure to give the sending firm your full 9-digit brokerage account number. You can find this on the Fidelity website.
2. Fidelity’s DTC Number: The DTC number for Fidelity is 0226. This number ensures that the assets are routed correctly to your Fidelity account.

Timeframe for DTC Transfers

Transferring assets to Fidelity via the DTC process typically takes around 3 business days. This is an industry standard and allows for the necessary checks and verification to be carried out.

Considering an Alternative: ACATS Transfer

In some cases, your previous firm may not be a member of the DTC. In such situations, you can opt for an ACATS (Automated Customer Account Transfer Service) transfer.

This method will let you transfer your shares and account balance from other brokerages to Fidelity. The processing time is also similar to DTC.