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Cusip Checklist

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STEPS TO GET YOUR CUSIP AND MORE 
 
Step 1: It is BEST if you use FIREFOX browser.  Go to this website: http://bit.ly/2NCH9vw. 
 
If you have trouble with the link do a google search for Copy the following and paste it in a 
google search: Fidelity + “multiple delayed quotes”  
 
Note: if you don’t have Fidelity account you may need to create one but try the process without 
creating an account if you can  
 
Step 2: Once you arrive at the Fidelity page scroll down about a quarter of the page. There you 
will see the following words: “Enter Ticker Symbol(s)”:  
 
Step 3: In the box put in your social security number with SPACES but NOT dashes so when 
you enter it, the format will be XXX XX XXXX Of course instead of XX’s you will put in your 
social security numbers  
 
Step 4: Click the QUOTE button (and you’ll notice the screen will refresh)  
 
Step 5: NOW HERE YOU MUST look very closely. So scroll down about another quarter of the 
page and just to the left you will see “Trade | Chart | Research”.  
 
Step 6: Click “RESEARCH” (it will take you to a new page)  
 
Step 7: In the upper left corner you will see the stock symbol for your fund. It will be in call 
CAPITAL letters. Be sure to WRITE DOWN THE LETTERS down on a separate sheet of 
paper.  
 
Step 8: Go to the following website: 
https://institutional.fidelity.com/app/item/RD_13569_28340/funds-products.html?pos=T 
 
Step 9: When you arrive there, you will see the word “FUND FINDER“.  Just the right you will 
see a white search box.  
 
Step 10: Inside the white search box, enter your Stock Symbol that you wrote down on the 
separate sheet of paper from step 7. 
 
Step 11: When you put in the very last letter of your Stock Symbol you’ll notice a drop down 
box.  Sometimes the dropdown box disappears immediately.  That’s okay.  Just re-enter the last 
letter of your stock symbol again and DON’T MOVE and DON’T TYPE anything.  Just wait and 
you’ll see a drop down box. 
 
Step 12: Click on the drop down that says, “SEARCH PRODUCTS & PRICING”  
 

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Step 13: It will take you to a new screen that says “SEARCH RESULTS” at the top. 
 
Step 14: Scroll down and you will see an image and inside the image you will see the word 
“FUND”.  Click on the image. 
 
Step 15: It will take you to a new screen.  PLEASE DON’T RUSH and give the new screen time 
to load. 
 
Step 16: Once the new screen has loaded look on the right side for an area called, FUND 
BASICS. 
 
Step 17: Look down a couple lines and you’ll see your CUSIP number. 
 
Step 18: On the right side of the SAME screen you will see a number in LARGE PRINT on the 
left. That number is in Millions. For example is you see $56.87, that number means $56.87 
million dollars.  That number represents what one share of the fund is worth. 
 
Step 18: Please use your CUSIP to pay off any debt you have: Cars, Mortgages, Credit Cards, 
etc.  If you’re not sure how, then please feel free to email me at: bradtipton@yahoo.com.