Frequently Asked Questions

Tips for clients, as well as those new to Chicory Wealth

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.

Our main office number is 404.294.5917. You can reach all our team members there.

Unfortunately, it’s not possible to drop items off for us – we must receive them through the mail.

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.

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

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.

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.

  • For help with virtual meetings, or if you’re not sure who to contact, contact Tina Tyson
  • For help with the Client Portal or uploading documents, contact Dan Kirslis
  • For help with depositing checks, contact Paul Grabhorn

All these team members can be reached through our general phone number (404.294.5917) or email
address: [email protected]

The UPS Store at 3904 North Druid Hills Road in Decatur provides many convenient services, although
there is a fee for these services:

Just fill out the short form on our CONTACT page, and we’ll be in touch shortly.

Let us help you realize your financial goals and your vision for a better world.