Fidelity Investments is a leading financial services company that offers investment management, retirement planning, brokerage services and more. Its corporate headquarters are located in Boston, Massachusetts, but Fidelity also operates many regional offices across the United States. One such office is located in Durham, North Carolina. The Durham office serves as Fidelity’s main presence in the Research Triangle region of North Carolina. It provides an array of financial services and customer support to Fidelity clients in the surrounding area. This article will provide an overview of Fidelity’s Durham corporate office, including its address, services offered, and role within the company’s broader operations.
The Durham office address and overview
Fidelity’s Durham office is located at 5920 Farrington Road, Chapel Hill, NC 27517. This office is situated just off NC-54 highway in the Imperial Center business park area of Chapel Hill, right next to Durham. The Durham corporate office spans over 250,000 square feet and employs around 2,000 people. It serves as one of Fidelity’s key regional hubs outside of the company’s Boston headquarters. The Durham office specializes in supporting Fidelity’s retail brokerage, retirement services, and investing solutions divisions. Key functions carried out from this location include investment research and analytics, software engineering, customer service, operations, and corporate functions like HR, legal, and finance.
Financial products and services offered
As a full-service Fidelity location, the Durham office provides access to the company’s complete range of financial products and services for retail and institutional clients. This includes stock trading, mutual funds, bonds, ETFs, managed investment accounts, and more. For individuals, the Durham office can assist with opening taxable brokerage accounts, IRAs, college savings plans, insurance products, and wealth management services. For businesses and institutions, services like 401(k) plans, pensions, charitable giving accounts, stock plan administration and more are offered. The Durham office houses investment professionals who can provide personalized guidance on developing financial plans and portfolios.
Focus on customer service and support
In addition to financial services, the Durham corporate office houses large customer service and client support teams. These teams field inquiries and provide assistance to Fidelity’s retail customers across phone, email, chat, and social media platforms. Customer service representatives in Durham handle common requests like account openings, fund transfers, cost basis reporting, and general account maintenance. For more complex issues, clients are escalated to specialized teams with expertise in areas like retirement planning, wealth management, and stock trading. The Durham office also contains brokerage operations teams focused on transaction processing and compliance.
Other corporate functions based in Durham
Aside from front-line customer service, the Durham regional office also supports critical back-office corporate functions. Its technology teams build and maintain the software, apps and platforms that power Fidelity’s customer-facing systems. Legal, risk management and auditing teams ensure the company’s regulatory compliance and minimize business risks. Finance, accounting and analytics groups provide business insights through financial reporting and data analysis. The office also has sizable HR and recruiting departments to acquire and manage regional talent. While not as large as the Boston HQ, the Durham office nonetheless serves as an important strategic hub for Fidelity in the North Carolina area.
The Fidelity investments office in Durham, NC supports key functions like customer service, investment research, engineering and operations. It provides North Carolina-based clients full access to Fidelity’s suite of financial services and accounts. With its sizable workforce, the Durham regional corporate office reinforces Fidelity’s presence in the critical Research Triangle market.