Best way to find and use your fidelity login will be discussed in this article. Long-standing wealth management company Fidelity Investments provides a range of investing and financial products, including brokerage accounts, employer-sponsored retirement plans, individual retirement accounts, health savings accounts, and more.
Customers of Fidelity Investments can log in online or using a mobile app to check their accounts and complete trades and transactions, similar to the majority of other financial institutions. Existing Fidelity customers can easily get their login information by following a few easy steps.
Use the relevant steps below to log in if you haven’t made a login yet, have forgotten your credentials, or need to update any information.
Finding a Fidelity Login
A Fidelity customer needs an account login to access a Fidelity account online or through the mobile app.
Here’s how current Fidelity clients can locate or create a login.
Locating a Current Fidelity Login
If a login for the account has previously been established, clicking “Forgot username or password?” on Fidelity’s website or mobile app will yield the username and password.
After that, input your details to reset your password or restore your login and identification.
Increasing wealth
Customers of Fidelity who have an existing login for any of the following Fidelity service channels will utilise the same login information for all channels:
- Fidelity.com
- NetBenefits.com
- Charitablegift.com
- eWorkplace by Fidelity
Making a New Fidelity Account Login
It’s not difficult to sign up for online or mobile access to a Fidelity account.
For an existing Fidelity account to be enabled for online access:
- Open the Fidelity mobile app or go to the Fidelity Login page online.
- Tap or click “Register Now.”
- Type in your name, birthdate, and the last four digits of the account’s Social Security number.
- Follow the instructions to finish the enrollment process and create a username and password for the account.
After completing the registration process, the Fidelity account can be accessed online or through a mobile application.
All Fidelity service channels linked to the account holder’s Social Security number accept these login credentials.
The Best Way to Access a Fidelity Account
An account holder can access Fidelity accounts online, through the Fidelity mobile app, or by calling the Fidelity Automated Service Telephone once they have created an online account username and password.
How to Log Into a Fidelity Account Increasing wealth
How to Log Into a Fidelity Account on a Computer Fidelity account customers can access their accounts by going to Fidelity.com.
To reach the login screen and enter the account username and password, click the “Log In” link in the top toolbar.
Using a Mobile Device to Access a Fidelity Account
Using the Fidelity mobile app is the simplest way to access a Fidelity account on a mobile device.
A user can access account information by launching the Fidelity app after it has been downloaded to their mobile device, tapping the “Log In” link, and entering their username and password.
Using the Fidelity Automated Service Telephone to log in
Using Fidelity’s telephone services, you can get access to some account information.
In a Fidelity phone system, letters in usernames and passwords must be input as digits.
Use the number buttons on the phone keypad that match the letters in the username and password to enter letters, and place an asterisk in place of any unusual characters.
How to Protect a Fidelity Login
Customers can safeguard their login information with the help of the security safeguards that Fidelity provides:
- Security text notifications
- Text or call-based two-factor authentication
- Symantec VIP Access app
- Voice recognition security through phone using Fidelity MyVoice
- Fidelity SimpliSpeakSM, a voice recognition programme for devices with microphones
How to Change a Fidelity Password or Username
Owners of an account can quickly change their login information as needed.
Once logged in, a user can adjust their account’s username and password in the Security Settings by going to the “Update Your Profile” page.
How to Recover a Forgotten Password or Username
You can retrieve a forgotten login and password by doing the following:
Getting Your Password Back
- Open the Fidelity mobile app or go to the Fidelity Login page online.
- Tap or click the link that says “Forgot username or password?”
- Type in your name, birthdate, and the last four digits of the account’s Social Security number.
- Choose “Reset Password” or “Lookup Username” from the menu.
Depending on the verification option selected, Fidelity will send an identity verification code to the account’s registered email address or cellphone number.
- When requested on the Fidelity website or mobile app, enter the verification code.
Obtain the account’s username or enter a new password when requested.
Ways to secure a Fidelity Account
A Fidelity account holder can examine account details and statements, make transfers, access tax forms, and more after logged in, whether online or through a mobile app.
Depending on the type of account, different transactions and account information may be accessible.
Checks can be deposited via the mobile app into qualified Fidelity accounts.
How To Speak With Customer Service At Fidelity
Account holders can get in touch with Fidelity customer support in the following ways if they need help with their login or accounts:
- Live chat with a customer support agent from 8 a.m. to 10 p.m. EST on weekdays and from 9 a.m. to 4 p.m. EST on weekends.
- Contact Fidelity “Contact us” page for the phone numbers and hours for various account types, or call 800-343-3548 at any time of day.
- You can talk to a virtual assistant whenever you want.
Takeaway
Fidelity merely needs a few easy actions from the user to confirm their identification and submit login information, whether they need to create or find their Fidelity login.
Once a Fidelity login has been established, account holders should employ one or more of Fidelity’s security tools to secure the account and prevent unauthorised access because the majority of Fidelity online account access allows the transfer of money and completion of transactions.
