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 through the Virtual Assistant, but we're continually adding more accounts to this list. For now, 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.*
Virtual Assistant is Fidelity's automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results and to help provide analytics to improve the search results. For account servicing requests, you may send our customer service team a secure, encrypted message once you have logged in to our website. Responses provided by the Virtual Assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided.