Fidelity

To Make Deposits:

Make checks payable to:

National Financial Services or Fidelity Investments

Please write your account number on your check.

Mail deposits directly to Fidelity Investments at:

P.O. Box 770002, Cincinnati, OH 45277-0077

To Wire Funds into Your Alpha Fiduciary Account

At Fidelity:

Please be certain to use the Fidelity account number (your nine digit account number *123-123456).

Use the following incoming wire instructions:

If you already have Fidelity account that you want Alpha Fiduciary to manage, simply complete this form and sign and fax to our office at 480-505-4034. Please do so for every account you would like Alpha Fiduciary to manage.
Thank you!

Alpha Fiduciary Fidelity Account

Wire to: JP MORGAN CHASE
One Chase Manhattan Plaza
New York, NY 10005
ABA #: 021000021
Account #: 066196221
For account of: National Financial Service
For the account of Fidelity A/C #: Your nine digit fidelity account number
For the benefit of: Your account title/name

For Direct Deposit Instructions (Payroll) INSTRUCTIONS:

Wire to: UMB Bank (United Missouri Bank), Warsaw MO
ABA #: 101205681
For credit to account #: 39900001
For the account of Fidelity A/C # Your Nine Digit Fidelity Account # (*123-123456)
For account name of: You account title/name
Type of Account: Checking