📣 IOND → Fidelity Transfer
I spoke with a Fidelity representative this afternoon and was provided with the following instructions for initiating the transfer:
1️⃣ Download Fidelity’s TOA form
👉 https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/customer-service/transfer-assets-to-fidelity.pdf
2️⃣ Fill out Sections 1, 2, 3-e
Use your Fidelity account info + Odyssey Trust details.
Enter IOND and your share count.
3️⃣ ✍️ Wet‑sign preferred
Print → sign → scan as PDF.
4️⃣ 🔐 Log in to Fidelity
Search: secure message
5️⃣ 📩 Open “How do I send a secure message”
Tap Send a secure email
6️⃣ 📎 Attach your signed TOA PDF
Submit.
✅ Done — Fidelity processes it through their manual non‑ACATS workflow.