Fidelity Investments Direct Deposit Form

Create Document

Fidelity Investments Direct Deposit Form

A Fidelity Investments direct deposit form is used to obtain the permission a company needs to issue paychecks and other payments electronically. It must be filled out by the payee, signed, and delivered to the payor. With this authorization form on file, all future payments may be directed straight into the payee’s Fidelity account.

Create Document
PDF
Word
ODT

Last updated May 9th, 2025

Document Preview

A Fidelity Investments direct deposit form is used to obtain the permission a company needs to issue paychecks and other payments electronically. It must be filled out by the payee, signed, and delivered to the payor. With this authorization form on file, all future payments may be directed straight into the payee’s Fidelity account.

Downloads: 4
  1. Home »
  2. Direct Deposit »
  3. Fidelity Investments

Common Uses

Direct deposit forms are most often used to authorize the electronic transfer of recurring payments, such as:

  • Employment income.
  • Social Security benefits.
  • Contract or freelance wages.
  • Child support payments.

Fidelity Account & Routing Numbers

A direct deposit form must include the payee’s routing and account numbers, which are found on checks and the Fidelity Investments website (requires online account).

If the payee doesn’t use checks or online banking, they can follow the instructions on this form to identify their routing and account numbers.

Fidelity Investments Direct Deposit Form (Preview)