Answer
Apr 04, 2023 - 10:50 AM
Step 1. Send a check or wire to Madison using the delivery instructions found here: https://www.madisontrust.com/client-resources/delivery-instructions/
Step 2. Complete non-ACAT transfer paperwork with Fidelity and have them initiate the transfer.
Step 3. We will fulfil your request by sending funds to the client’s account at Fidelity
Support would be happy to help guide you through the process, please call us.