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If you're an investor looking to access your portfolio's details for free, you're in luck. Fidelity offers a free CUSIP number lookup service that can be a huge time-saver.
You can find your CUSIP number by logging into your Fidelity account online or through the mobile app. This will give you access to a wealth of information about your investments.
A CUSIP number is a unique identifier assigned to a security, and it's used to track ownership and trading activity. It's like a fingerprint for your investments.
With Fidelity's free CUSIP number lookup, you can quickly and easily find the information you need to manage your portfolio.
What to Know
A CUSIP number is a unique identifier for securities, including stocks and bonds, of U.S. and Canadian companies and U.S. government and municipal bonds. This number is crucial for accurate identification and tracking.
Most stocks can be identified by three or four letters in their ticker symbol, such as INTC for the chip maker Intel.
There are usually around 20,000 unique ticker symbols for publicly traded companies. This makes it essential to have a reliable system for finding CUSIP numbers.
To find a stock's CUSIP number, you can perform a Google search in the format [stock trading symbol] CUSIP number. This is often the quickest way to get the information you need.
Alternatively, you can use a search tool such as QuantumOnline or Fidelity Investment's Find Symbol tool to find CUSIP numbers for a stock, mutual fund, or annuity. These tools can be especially helpful if you're not familiar with the Google search format.
Here are some tools you can use to find CUSIP numbers:
- Google search in the format [stock trading symbol] CUSIP number
- QuantumOnline
- Fidelity Investment's Find Symbol tool
Looking Up a CUSIP Number
You can find a CUSIP number for a security using various tools and resources. QuantumOnline.com offers a quick search tool that can help you find a company's CUSIP number, along with a profile of the organization and contact information.
To use the tool, have as much information as possible about the security you're searching for. This can include the security name, trading symbol, or fund number. You can also use Fidelity Investment's Find Symbol tool, which allows you to search for a stock, mutual fund, index, or annuity using a security name, trading symbol, CUSIP number, or fund number.
If you're looking for a CUSIP number for a bond, the process is similar to finding the number for a stock. The issuing entity will often publicly list all CUSIP numbers for any issued bonds, though this might be limited to only outstanding bonds. Otherwise, you can use database search tools similar to those used for stocks.
To find a CUSIP number on official statements, look for documents like financial statements and confirmations of purchase. CUSIP numbers can also be obtained from securities dealers.
Here are some resources you can use to look up a CUSIP number:
- QuantumOnline.com
- Fidelity Investment's Find Symbol tool
- MSRB’s Electronic Municipal Market Access website (EMMA)
- Securities dealers
Finding and Tracking Securities
Finding and tracking securities can be a crucial step in managing your investments. You can find the CUSIP number on official statements for a security, such as financial statements and confirmations of purchase.
Securities dealers can also provide CUSIP numbers. Knowing the CUSIP number can be helpful in planning out your stock trading strategy.
To track and locate CUSIPs for specific securities or legal matters, you can follow a step-by-step guide that provides information on finding CUSIP numbers related to stocks, bonds, court cases, and government securities.
A quick search tool can be found at QuantumOnline.com, which can provide a company's CUSIP number, profile, and contact information.
You can also use Fidelity Investment's Find Symbol tool to search for a stock, mutual fund, index, or annuity using a security name, trading symbol, CUSIP number, or fund number.
The MSRB’s Electronic Municipal Market Access website, known as EMMA, offers advanced search functions that can be used to track down securities information as well as look up CUSIP numbers.
Here are some online resources that can help you find CUSIP numbers:
- Fidelity Investment's Find Symbol tool
- QuantumOnline.com
- MSRB’s Electronic Municipal Market Access website (EMMA)
By using these resources, you can easily find and track securities, making it easier to manage your investments and stay on top of your financial portfolio.
The Bottom Line
CUSIP numbers play a crucial role in identifying and organizing stocks and bonds in the U.S. and Canada. They use alpha-numeric digits to identify the issuer, the issue, and the check digit, which helps with clearing and settlement.
You can access a CUSIP number through various channels, such as company websites, databases of regulatory agencies like the SEC, and official statements of the security.
History of CUSIP
The CUSIP number has a rich history that dates back to 1968. It was created in response to the heavily reliant paper environment of Wall Street.
By 1972, all clearing corporations were using CUSIPs. This marked a significant shift towards a more efficient and organized system.
Individual companies often display their CUSIP numbers on their websites, making it easy for investors to find the information they need.
You can also access CUSIP numbers through the Municipal Securities Rulemaking Board (MSRB) via the Electronic Municipal Market Access (EMMA) system.
Official statements relating to the security, such as confirmations of purchase or periodic financial statements, often list CUSIP numbers. Securities dealers may also provide this information.
The Securities and Exchange Commission (SEC) hosts a database query tool that allows you to find CUSIP numbers by searching for a company's name.
Sources
- https://institutional.fidelity.com/app/tabbed/products/FIIS_SP11_DPL2.html
- https://www.lifewire.com/cusip-numbers-3482127
- https://institutional.fidelity.com/app/tabbed/literature/FIIS_FL_REGDOCS_FIDFUNDS_DPL6.html
- https://www.investopedia.com/ask/answers/06/cusipforspecificstock.asp
- https://www.zeropointuniversity.com/blog/understanding-cusip-numbers-how-to-track-securities
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