Business Details
About
Investment ServiceFinancial PlanningFidelity Investments
Select services available at Fidelity Investor Centers
We have placed secure drop boxes at Fidelity Investor Center locations for the following services that cannot be completed digitally or by phone:
Paper check deposits with account number marked clearly on the check
New account paper applications
Completed paperwork
Instructions for using the secure drop box will be posted on the Investor Center door. Also, please note that we cannot accept stock certificates at our Investor Centers.
Location
Fidelity Investments - By Appointment Only
380 Knollwood St, Winston-Salem, NC
27103, United States
Hours
Frequently Asked Questions About Fidelity Investments - By Appointment Only
What are the operating hours of Fidelity Investments - By Appointment Only in Winston-Salem?
The Investor Center is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends and major holidays like Thanksgiving and Christmas.
How can I schedule an appointment at Fidelity Investments in Winston-Salem?
You can schedule an appointment online through their reservation URL at https://digital.fidelity.com/prgw/digital/faa/0/connect-with-an-advisor?ccsource=local_search.
What services does Fidelity Investments - By Appointment Only offer?
They offer services including annuities, college planning, estate planning, investment guidance, life insurance, retirement planning, wealth planning, and Medicare assistance.
Can I drop off paperwork or paper checks at Fidelity Investments in Winston-Salem?
Yes, secure drop boxes are available at the location for paper check deposits, new paper account applications, and completed paperwork, with instructions posted on the Investor Center door.
Does Fidelity Investments accept stock certificates at their Investor Centers?
No, stock certificates are not accepted at Fidelity Investor Center locations.
Where is Fidelity Investments - By Appointment Only located in Winston-Salem?
It is located at 380 Knollwood St, Suite 740, Winston-Salem, NC 27103, USA.
What is the contact phone number for Fidelity Investments in Winston-Salem?
The main phone number is +1 800-409-6047.
Are there nearby financial advisors close to Fidelity Investments in Winston-Salem?
Yes, nearby financial advisors include Nelson Kelly, Tyler Britton, Jane Okulski, Tanner G Robinson, Eugene Gray Smith, and Christopher Munnelly who also provide investing and financial advising services.
What nearby legal services are available near Fidelity Investments in Winston-Salem?
Nearby legal service providers include Nagle & Associates PA, Liipfert Law Group, PLLC, Nelson Mullins, Harkey Litigation, Law Office of Clint Calaway, and Allman Spry for various legal and personal injury matters.
What nearby amenities can customers visit before or after their appointment at Fidelity Investments?
Customers can visit places like The UPS Store for shipping and printing needs, SunBreeze Cleaning Services for home cleaning, or enjoy dining at B.L.L. Rotisserie Factory, an Italian restaurant located nearby.