Fidelity Investments is one of the largest financial services companies in the world, offering investment management, retirement planning, portfolio guidance, brokerage services, and more. Many investors want to know the federal tax id or employer identification number (EIN) for Fidelity when filing taxes or other paperwork. Here is a guide on how to find the federal tax id number for Fidelity Investments and its various subsidiaries.
Fidelity Investments’ federal tax id number is 04-3295391
The federal tax identification number, also known as an EIN or employer identification number, for Fidelity Investments is 04-3295391. This number applies to the parent company Fidelity Investments and can be used when referring to Fidelity as a whole on tax forms or other paperwork that requires a federal tax id number.
Different Fidelity subsidiaries have their own federal tax id numbers
While 04-3295391 is the main federal tax id number for Fidelity Investments, some of Fidelity’s subsidiaries and branches have their own unique EINs. For example, Fidelity Brokerage Services LLC has a federal tax id of 43-2088283. Fidelity Management & Research Company has a federal tax id of 04-3472121. When filling out paperwork specifically related to a Fidelity subsidiary, it’s best to use that subsidiary’s own EIN rather than the main Fidelity Investments EIN.
Finding a Fidelity federal tax id number on the IRS website
The IRS has an online registry where you can search for federal tax id numbers of companies by name. Going to the IRS website and searching for “Fidelity Investments” will bring up the main federal tax id of 04-3295391. Searching for specific Fidelity subsidiaries like “Fidelity Brokerage” or “Fidelity Management” will surface their unique EINs. This IRS database is useful when you need to confirm or lookup a federal tax id number for Fidelity.
Contacting Fidelity directly for federal tax id numbers
If you need clarification on which Fidelity federal tax id number to use, you can also contact Fidelity Investor Services directly. The customer support representatives can provide the appropriate EIN for your specific situation, whether it’s taxes, paperwork, or other needs. This ensures you have the right federal tax identification number for the specific Fidelity entity involved.
Federal tax ids crucial for accurate tax filing and reporting
Having the correct federal tax id number for Fidelity Investments or its subsidiaries is important for accurate tax filing and reporting. The EIN is used to properly identify and classify Fidelity accounts, assets, incomes, losses, and other tax-related items. Entering the wrong Fidelity federal tax id on paperwork can lead to processing delays, penalties, or other issues with the IRS. Double checking you have the right EIN is a simple way to avoid problems.
The federal tax id number for Fidelity Investments as a whole is 04-3295391. Specific Fidelity subsidiaries have their own EINs which can be found on the IRS website or by contacting Fidelity. Using the correct Fidelity federal tax id number is crucial for smooth tax filing and reporting.