How To Withdraw Money From Your Fidelity Account

Prior to withdrawing money from your Fidelity account, please contact Beth Follat at 973-267-6886 x105 to make sure there is sufficient cash in your account. If you intend to make monthly withdrawals of the same amount from the same account, contact us to set that up for you.

Distribution Request

Complete the form downloadable at the above link. Please sign and fax the form to Fidelity at the number listed on the distribution request form, with a copy to Runnymede Capital Management. If you have any questions, do not hesitate to ask us.