How to Gift Shares Into or Out of
How to Gift Shares Into or Out of Fidelity Please enter a valid email address Please enter a valid email address Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: " Your email has been sent.
Attn: TOA Deliveries
PO Box 770001
Cincinnati, OH 45277-0033 Note: Please do not mail the letter to your local investor center. *Fidelity requires a Medallion Signature Guarantee when it is essential to ensure the authenticity of the signature. A signature guarantee is a widely accepted way to protect customers and investment companies from the legal repercussions resulting from invalid or illegal endorsements. You should be able to obtain a signature guarantee from a bank, a broker, a dealer, a credit union (if authorized under state law), a securities exchange or association, a clearing agency, or a savings association. A notary public cannot provide a signature guarantee. We cannot accept a notarization instead of a signature guarantee.
Mutual Funds and Mutual Fund Investing - Fidelity Investments
Clicking a link will open a new window.How to Gift Shares
Whether you're the recipient or the giver of a gift of stocks, mutual funds, or other securities, you'll want to ensure this transaction goes smoothly. We can help you receive—or give—shares and make sure they end up in the right place. for details. If you received a check as a gift, please see How to Deposit a Check Into Your Account. Sending shares: Your request to gift shares from your account must be in writing. You'll need to draft a letter of instruction with some specific information based on where and how you're sending your gift. Gifts sent from one Fidelity account to another Fidelity account: The recipient's name, Social Security number (SSN), and the Fidelity account number to be credited Gifts sent to an account at a bank: Name, address, and Depository Trust Company (DTC) number of the bank The name of the bank's contact person and the department handling the account Bank account number, if applicable Full name and address of recipient The recipient's SSN or TIN Gifts sent to an outside brokerage account: The name, address, and Depository Trust Company (DTC) number of the receiving broker The recipient's name, SSN, and his or her account number Gifts sent directly to a person (i.e., not sent to an outside bank or brokerage account): The full name and address of the recipient—either the person or the institution The Social Security number (SSN) or tax identification number (TIN) of the recipient The date of birth, if the recipient is a minor (i.e., under age 18)What to expect
The time frames for processing gifts into or out of your account vary, based on the specific security and how it is sent or delivered. Gifts between two Fidelity accounts take 1–4 business days to process. After the transaction is processed, you will receive an email notification within 1–2 business days or a mailed confirmation within 3–5 business days (based on your delivery preferences). Please wait while Fidelity's Virtual Assistant loads.Questions
* Fidelity's Virtual Assistant uses advanced technology and artificial intelligence to help with frequently asked questions and to enhance your digital experience. It is designed to be both anticipatory and responsive based on your search terms, information you enter in reply to the Virtual Assistant's questions, and your account and other information on file with Fidelity. Fidelity does not guarantee accuracy of the Virtual Assistant's responses or alignment of its suggestions with your intended purpose. The Virtual Assistant does not recommend the purchase or sale of specific securities or digital assets. While it may offer educational information, it does not have the capability to discern what investment choices would be suitable for your personal situation. Do not attempt to place trade orders through the Virtual Assistant; it can provide you with guidance as to how to place a trade at Fidelity, but the Virtual Assistant cannot execute trades on your behalf. Any personal, account or other information you provide to the Virtual Assistant, as well as all search information entered, may be retained, accessible to Fidelity personnel, and used and shared consistent with Fidelity's Privacy Policy. Notwithstanding, you should not provide the Virtual Assistant with credit or debit card information or protected health information. 733273.1.0Footer
Stay Connected
Letter of instruction for sending gifts within Fidelity
Letter of instruction for sending gifts outside of Fidelity
The names and guaranteed signatures* of all the owners The current address of record and your daytime phone number The Fidelity account number you're gifting from A description of the securities you're gifting (e.g., the complete security name, the number of shares or dollar amount, the CUSIP number, etc.) You can bring the letter to your local investor center or mail it to Fidelity at this address: Fidelity InvestmentsAttn: TOA Deliveries
PO Box 770001
Cincinnati, OH 45277-0033 Note: Please do not mail the letter to your local investor center. *Fidelity requires a Medallion Signature Guarantee when it is essential to ensure the authenticity of the signature. A signature guarantee is a widely accepted way to protect customers and investment companies from the legal repercussions resulting from invalid or illegal endorsements. You should be able to obtain a signature guarantee from a bank, a broker, a dealer, a credit union (if authorized under state law), a securities exchange or association, a clearing agency, or a savings association. A notary public cannot provide a signature guarantee. We cannot accept a notarization instead of a signature guarantee.