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A Trusted Custodian: Fidelity Investments

For our valued clients, we have made the careful decision to choose Fidelity Institutional® as the clearing house aka "custodian" for investment transactions. The reason behind our decision is simple: Fidelity is an established and reputable company, voted as the 2022 #1 overall broker by stockbrokers.com and the most trusted wealth management company for 2020 by the readers of Investor's Business Daily® (IBD).1

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By leaving this site, you understand you are being routed to a third-party provider. Fidelity Investments is an independent company unaffiliated with your investment advisor. There is no form of partnership or legal affiliation between Fidelity Investments and 4P Wealth Trust, a Member of Advisory Services Network, LLC nor is such a relationship created of implied by the information herein. Fidelity Institutional® provide clearing, custody, or other brokerage services through National Financial Services, LLC or Fidelity Brokerage Services, LLC, Members NYSE, SIPC. 1031530.1.0.

How Fidelity Has Maintained Its 75+ Years of Excellence

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Our History

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To contact 4P Wealth Trust with additional questions, please call 470-474-4PWT (4798) or email info@4pwt.com.

Our Process

How can I access my tax documents for past years?


For accounts held through Fidelity Investments, you are able to access up to 7 years of tax forms by adjusting the time period. For accounts held elsewhere, please contact us by filling out the form below.


Must have login access to view forms.

Our Values

What if I need to contact Fidelity Investments directly?


Customer Service

800-343-3548


To enter your username in via keypad, type the letters as numbers. Not case-sensitive. 

Example)  JOHNSMITH1 is 5646764841 on your phone's keypad.


1 https://www.fidelity.com/why-fidelity/awards-recognition; Third-party rankings or past performance are not indicative of future performance. The third-party trademarks appearing herein are the property of their respective owners. 2 https://www.fidelity.com/about-fidelity/our-company 
The trademarks and service marks appearing herein are the property of their respective owners.

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