Fidelity Fee Disclosure Information
Online Instructions
- Log onto https://psw.fidelity.com/
- Hover over working with Fidelity, Press Open a Service Request
- Open a general inquiry service request at bottom of window
- Bullet No Specific participant or participant not in system and click Next
- Under Select an Area for your inquiry select Other
- Under Indicate what your request is about select Other
- Enter in, “408(b)(2) plan fee disclosure request”
Call Instructions
- Call 800-835-5037