Fidelity.com/upload

Fidelity Investments offers a convenient and secure way to upload important financial documents, making it easier to manage your finances. Fidelity.com/upload enables users to upload various documents, including tax forms, account statements, and identification documents. This service is designed to streamline the process, ensuring your documents are received and processed quickly.

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What Types of Documents Can You Upload to Fidelity?

• Loan Applications: For applying for loans or credit.

• Withdrawal Forms: For withdrawing funds from your accounts.

• Consolidation Forms: For consolidating multiple accounts or loans.

• Statements: For providing account statements.

• Trade Confirmations: For confirming trades made within your account.

• Legal Forms: For any legal documentation required.

How to Upload Documents to Fidelity?

• Visit the Fidelity.com/upload and log in to your account using your username and password.

• Once logged in, go to the “Actions” menu and select “Send a Document” from the options.

• Choose the type of document you wish to upload. This could be anything from a loan application to a withdrawal form.

• You have the option to either take a photo of your document or upload a file from your device. If you choose to take a photo, ensure the document is placed on a flat, dark surface in a well-lit area for the best quality image.

• After uploading, review the document to ensure all information is clear and accurate. Once satisfied, click “Submit” to send the document to Fidelity.

• You will receive an on-screen confirmation that your document has been successfully uploaded and sent to Fidelity.