I want to... | How can I do this? | What can I expect? |
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Find my credit card information |
After logging in to your portfolioLog In Required, you'll see your credit cards listed:
If you can't find your credit card account online, here are a few possible reasons:
If you do not have a Fidelity.com login, you can manage your card through Elan Financial Services:
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Your Credit Card Snapshot is where you can:
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View my online statements |
From your Credit Card SnapshotLog In Required, select View Statements for a list of your available statements. |
You can view 18 months of statements online, and can download transactions by using Quicken®, QuickBooks™, and Microsoft® Excel. |
Request paper statement copies |
From your Credit Card SnapshotLog In Required, select Account Services:
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View my transactions or dispute a transaction |
From your Credit Card SnapshotLog In Required, select View Transactions: To view transaction details:
To dispute a transaction:
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View transaction details, including merchant information (e.g., phone number, city, state, country), merchant category (food, discount store, restaurant), and purchase method (e.g., chip card reader, digital wallet, online, mail phone)
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Understand my payment options |
There are a few ways to make credit card payments:
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If you're using Fidelity BillPay® or another payment method, rather than Elan's payment services, please make your payment to Elan Financial Services. Note: Elan cardmember service representatives can assist with all payment inquiries. However, they only have full access for payments made through Elan's payment services. Payment inquiries to Elan for payments from third parties or Fidelity may require additional assistance from the third-party payment provider. |
Add payment accounts using Elan's payment service |
From your Credit Card SnapshotLog In Required, under Credit Card Management, select Set Up AutoPay:
Note: These steps only set up your payment account; you are not making a payment. |
After you've added the payment account, select the Payment tab to proceed to AutoPay or Make a Payment. |
Use Elan's payment services: AutoPay or Make a Payment |
After you add a payment account, you can make a one-time payment or set up automatic monthly payments. On your Credit Card SnapshotLog In Required, under Credit Card Management:
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When you enroll in AutoPay, please continue to make regular payments until you see the AutoPay confirmation on your statement.
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Get payment reminders, security, and other account alerts |
From your Credit Card SnapshotLog In Required, under Credit Card Management, select Set Up Alerts:
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Set up fraud alert text notifications for suspicious activity |
From your Credit Card SnapshotLog In Required, select Set Up alerts in the credit card management section, then select the Fraud Alerts tab:
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Fraud alerts notifications enable you to receive text messages or phone calls to alert you of suspicious activity on your account.1 Note: Fraud Alerts notifications are not the same as Account Alerts, but they can be used together to track your card's activity. |
Report unauthorized transactions or a lost or stolen card |
From your Credit Card SnapshotLog In Required, select Services, then select Report Card Lost or Stolen. The online experience will guide you through the process and provide information and instructions. You can also call Elan Cardmember Service. |
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Set up or manage travel notifications |
From your Credit Card SnapshotLog In Required, select Account Services and then select Travel Notification:
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Add an authorized user on my card |
From your Credit Card SnapshotLog In Required, select Account Services and then select Add an Authorized User:
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The Authorized User is authorized to make purchases on an account, but has no legal or financial responsibility for the account. Note: The joint owner is the person authorized to use the card on the account and has the same legal and financial responsibility as the applicant/owner. |
Manage my account on my mobile device using the Fidelity Mobile App |
From the Apple App Store or the Google Play Store:
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You can manage your Fidelity credit card, anywhere, anytime. These are a few of the features available:
Refer to the FAQs below to learn more about making mobile payments with your mobile device and how to add your card to the digital wallet. |
Manage your Fidelity® Visa Signature® Card
Here's your guide to using your Fidelity® Visa Signature® Card.