Tips for clients, as well as those new to Chicory Wealth
What is Chicory Wealth’s mailing address?
3904 North Druid Hills Road #366, Decatur, GA 30033
This address is a business mailbox located at a UPS Store in Decatur, Georgia, and we check mail daily.
We can accept letters, packages and overnight mail at this address. Although our mailbox is secure,
remember – NEVER send us the originals of any document. You may include a specific team member’s
name on the mailing, but please always use Chicory Wealth in your address as well.
What is your office phone number?
Our main office number is 404.294.5917. You can reach all our team members there.
What if I prefer to drop something off rather than send it through the mail?
Unfortunately, it’s not possible to drop items off for us – we must receive them through the mail.
Is it possible for me to mail checks to you to deposit for me?
We are not able to receive checks and deposit them for you. This is for security reasons. If you want to
mail in your deposit, please mail it to Fidelity. See details on how to do this in the next question.
What’s the process for mailing checks for deposit?
To mail your checks for deposit, please mail them directly to Fidelity Investments. Checks should be
made payable to “Fidelity Investments,” and for retirement accounts it should be made out to “Fidelity
Investments FBO [Client’s Name].” Be sure to include the number of the account where the check
should be deposited, either on the memo line of the check or in a note accompanying the check.
Regular Mailing Address:
Fidelity Investments
PO Box 770002
Cincinnati, OH 45277-0074
Overnight Mailing Address:
Fidelity Investments
100 Crosby Parkway, Mailzone KC1H
Covington, KY 41015
Is there an alternative to mailing checks for deposit?
Yes. Checks can also be deposited by using Fidelity Investment’s mobile app on your smart phone. Click HERE for step-by-step instructions on how this works.
What if I need help with the technology required?
We are here to help you with virtual meetings, uploading documents to the Client Portal, accessing the
Fidelity Investments app to deposit checks, and more.
All these team members can be reached through our general phone number (404.294.5917) or email
address: [email protected]
Where can I get my documents scanned and papers shredded, or find a notary?
The UPS Store at 3904 North Druid Hills Road in Decatur provides many convenient services, although
there is a fee for these services:
I’m not a client yet, so how can I learn more?
Just fill out the short form on our CONTACT page, and we’ll be in touch shortly.
Chicory Wealth is an all-virtual company meeting with clients online. Our mailing address is:
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