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Frequently Asked Questions

PERSONAL ACCOUNT INFORMATION (Brokerage, IRA, 529)

  1. Do I use the same password and username for my employer sponsored and personal accounts?Show answer.
  2. What are the tax consequences associated with rolling over my employer sponsored account?Show answer.
  3. How does the core account work?Show answer.
  4. How do I withdraw from my 529 to pay for college?Show answer.
  5. How do I set up alerts on my personal accounts?Show answer.
  6. Why do my mutual funds declare distributions?Show answer.
  7. Which is more appropriate for me - a Traditional or a Roth IRA?Show answer.
  8. Can I take a loan or hardship withdrawal from my IRA?Show answer.
  9. Where can I find the amount I've taken year-to-date from my IRA?Show answer.
  10. What are the differences between Brokerage Services and Investment Advisory Services at Fidelity?Show answer.
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EMPLOYER SPONSORED ACCOUNTS (401(k), 403(b))

  1. Do I use the same password and username for my employer sponsored and personal accounts?Show answer.
  2. What are the tax consequences associated with rolling over my employer sponsored account?Show answer.
  3. How can I take a loan or withdrawal from my 401(k)/403(b) account?Show answer.
  4. How much can I contribute to my 401(k)/403(b) account this year?Show answer.
  5. What is an employer or company match?Show answer.
  6. What are the options for the money in my 401(k)/403(b) account if I leave my employer?Show answer.
  7. Can I download my employer sponsored account information?Show answer.

For more information, see:

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MONEY MOVEMENT (Transfers, Loans, & Withdrawals)

  1. How do I transfer money online between my bank and my Fidelity account?Show answer.
  2. What are the tax consequences associated with rolling over my employer sponsored account?Show answer.
  3. How do I withdraw from my 529 to pay for college?Show answer.
  4. How can I take a loan or withdrawal from my 401(k)/403(b) account?Show answer.
  5. Can I take a loan or hardship withdrawal from my IRA?Show answer.
  6. Where can I find the amount I've taken year-to-date from my IRA?Show answer.
  7. How can I gift stock out of my brokerage account?Show answer.
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MANAGING YOUR PROFILE

  1. Where can I get help with logging in?Show answer.
  2. Where do I add or change my e-mail address?Show answer.
  3. Can I change my username if I've already established one?Show answer.
  4. Can I add or update beneficiaries for my accounts online?Show answer.
  5. Can I change my password if it's already set up?Show answer.
View more FAQs about log in, usernames, and using Fidelity's phone service.
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SECURITY

  1. How secure is my account information?Show answer.
  2. What should I do if I notice unauthorized activity on my account?Show answer.
  3. Why do I need cookies to log in to Fidelity?Show answer.
  4. What are Extended Validation Certificates?Show answer.
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EXPORTING ACCOUNT INFORMATION

  1. How do I download my account information from Fidelity.com to Microsoft® Excel?Show answer.
  2. What versions of Quicken® support the account download service?Show answer.
  3. What are the system requirements for using the account download service?
  4. What is required to use the account download service?
  5. Must I enroll for the account download service?
  6. How much does the account download service cost?
  7. What types of accounts can I download information from, and what kind of account information can I download?
  8. How much transaction history can be downloaded? How often is account information updated?
  9. Where is my account information stored when I download it into Quicken®?
  10. Can I perform trades in my account using Quicken®?
  11. How secure is the account download service?
  12. Do I use my Fidelity.com password to download my account data, or do I need a new password?
  13. Can I download my Fidelity NetBenefits accounts?
  14. Does Fidelity support online bill payment through Quicken®?
  15. Are there any instances in which Fidelity data varies from the manner in which it is displayed by Fidelity?
  16. How can I receive further assistance with the account download service?
  17. How do I change a Fidelity account in Quicken® to recognize cash transactions like a checking account?
  18. Can I download my employer sponsored account information?Show answer.
  19. Can I export all of my account information?Show answer.
Note: Some transaction types do not appear in the information displayed once you download your account. You can always review your account online or on your regular account statements for an accurate representation of your account history.
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TECHNICAL SUPPORT

  1. When are balances and certain features unavailable on Fidelity.com?Show answer
  2. What should I do when images on a page don't display?Show answer.
  3. What kind of mobile devices can I use to access Fidelity MobileSM?Show answer.

    Note: To take full advantage of the Fidelity MobileSM service, it's best to have a personal account or employer sponsored account, along with the ID and PIN you use to access your accounts online.

  4. Supported browsers and plug-insShow answer.
  5. Full View supported browsersShow answer.

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