Frequently asked questions
How do I close an account?
You can close an account either online through the Virtual Assistant, or by calling a Fidelity representative at 800-343-3548.
Which accounts can I close online through the Virtual Assistant?
You can currently only close brokerage or cash management accounts with a zero balance through the Virtual Assistant. You should call a Fidelity representative at 800-343-3548 to close all other accounts.
How do I change my account name or give my account a nickname?
To change your account name or assign it a nickname log in to your Fidelity.com account and go to Profile. Under Preferences, select Nickname your accounts.
Where can I view my account history?
The history of your account trading and money transfer transactions is displayed on the Activity & Orders tab on your Portfolio Summary page. Transactions that have processed are stored in the History section. Transactions that are still pending are stored in the Pending Transfers and Bill Payments section.
How do I access my workplace accounts?
You can access your workplace accounts, including retirement and health savings accounts (HSAs), online through NetBenefitsLog In Required, or through the Fidelity NetBenefits mobile app.
Fraud and security
Rest assured, we offer extra security measures for the ways you like to do business.
We're proud of the trust you place in Fidelity and want to ensure that you have peace of mind when doing business with us. That's why we offer this customer protection guarantee: We will reimburse you for any financial losses that result from unauthorized activity on your accounts.*