Fidelity Investments

Fidelity Investments Fidelity's goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. With assets under administration of $5.2 trillion, including managed assets of $2.1 trillion as of June 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients' money. Privately held for nearly 70 years, Fidelity employs 41,000 associates who are focused on the long-term success of our customers. Find out more information about Fidelity Investments by visiting their website here.

How To Open An Account and Begin Contributing

Employees may enroll in the plan online, by visiting You will enter your SSN and use Plan ID 50300 (for the 403b plan) or Plan ID 62512 (for the 457b plan) to get started. After updating your information, choose a Customer ID and PIN so that you can log on to Fidelity NetBenefits® and select your investment options. Once your account is established, you may submit a Salary Reduction/Deferral Agreement to MCPS to begin making contributions.

If you would rather use a paper form to enroll, you may use the application provided below and return it directly to Fidelity Investments. Once you receive confirmation from Fidelity that your account is open, you may provide MCPS with a completed Salary Reduction/Deferral Agreement to begin making contributions.

Product Offerings

Determine which Fidelity investments are right for you:

Forms and Documents

Current Forms and Investment Information

Changes in Personal Information

Performance Reports

Exchange Request

Loan Request

Distribution Requests (including hardships)

Contact Information
for This Vendor

Plan Numbers

403(b) Plan #50300
457(b) Plan #62512


Contact a Fidelity Planning and Guidance Consultant

8:00am - 9:00pm EST


(To discuss retirement planning needs and consolidation)

Joselyn Mullen

Workplace Planning & Guidance Consultant
Personal and Workplace Investing
267-666-8456 (office)
508-419-7971 (fax)
FINRA Registration #5421497

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