• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

Customer-Driven Enhancements

We're committed to making it easier to work with us. From surveys and focus groups to forums and social media, we listen to and act on our customers' feedback. See how your ideas helped shape many of our recent enhancements.

Acting on your feedback

Featured enhancements

Improved Fidelity retail statement

Screenshots are for illustrative purposes only.

Based on input from customers, your enhanced Fidelity statement now features a better presentation of the data and the information that's most important to you. Learn more about your enhanced statement (PDF)


Use Touch ID on your Apple device

Screenshots are for illustrative purposes only.

Quickly and conveniently access your account information without needing to login. Easily activate Touch ID within the app settings (on touch-enabled Apple Devices with iOS 8).


Open accounts from your mobile device

The Fidelity app for iPhone and Android now offers account opening for the Fidelity Cash Management Account, The Fidelity Account (Brokerage), and Traditional, Roth, and Rollover IRAs.

Easily find upcoming webinars and events

The Fidelity Learning Center offers a convenient way to locate and register for upcoming events and webinars. If you can't attend a webinar, we also offer archived webinars.

Receive important annuity documents online
Fidelity Investment Life Insurance Company customers can now view annuity information online. Simply sign up for eDelivery and you’ll get an email notification when any of the following documents are available:

  • Monthly/quarterly statements
  • Year-end investment reports
  • Financial transaction confirmations
  • Tax Forms and related disclosures
  • Prospectuses, financial reports, and other documents

Easily search, compare, and purchase mutual funds
Search, filter, sort, compare, and purchase mutual funds with the Mutual Fund Evaluator. The new tabular design includes additional data like income characteristics, rank within Morningstar category, Fidelity Fund Picks, fund type by risk, and hypothetical $10,000 performance charts.

Find more information on each mutual fund's analysis page
Learn more about a fund by viewing benchmarks, performance, and composition data; comparisons between a fund and holdings within your account; and alternative investment options.

Enjoy multiple enhancements to your portfolio pages

  • Trade, pay bills, and transfer money quickly and easily using the action bar and switch between single-account and multiple-account views using the account selector. Watch the tutorial.
  • Use the Activity tab to view open and excecuted orders and to see recent and pending transactions, such as transfers and dividends, for one or multiple accounts. Watch the tutorial.
  • On the Positions tab, you'll find current market news and performance data for your holdings. You can also select any symbol and enter an order, conduct research, and see order flow. You can even view the 52-week high/low for all your positions. Watch the tutorial

Update your account registration online
You can now easily change your account registration with our simple, online process.

Download your tax forms as an excel fileLog In Required
Get your 2014 1099 forms for both mutual fund and brokerage accounts in an excel file. Simply log in to your account and download the file.

Link an external account to your Fidelity account and have it verified in real-timeLog In Required
Now, you can link your bank account to your Fidelity account and have it verified in real-time, allowing you to start transferring funds immediately.

Conveniently withdraw money or transfer funds from your health savings account (HSA)
Make withdrawals or transfer funds from your HSA using our electronic funds transfer (EFT) platform or one of our other options—BillPay, checkwriting, or your debit card.

Easily connect to a Fidelity rep from your smartphone (PDF)
Get help quickly and avoid automated phone prompts by tapping the Call a Rep button in the Fidelity iPhone® and AndroidTM apps.

Receive Interested Party trade confirmations and statements electronically
Choose eDelivery for Interested Party trade confirmations and statements to have them emailed to you and to be notified by email when one or more new confirmations are available online.

Encourage family and friends to give to your 529
Use our free College Gifting service's dashboard, customizable gifting site, and easy social media sharing to encourage friends and family to contribute to a 529 college savings plan.

Add a seasonal mailing address to your eligible accountsLog In Required
Receive timely correspondence from Fidelity, regardless of your travel plans, by adding a seasonal mailing address to your eligible accounts.


Customer Ratings & Reviews

See what other customers have to say about working with Fidelity.

Ask Fidelity

Our retirement team answers questions from customers.

Before investing, consider the funds' annuity's or 529 plan's investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, or fact kit or, if available, a summary prospectus containing this information. Read it carefully.

Apple Watch is a trademark of Apple, Inc.
iPhone is a registered trademark of Apple, Inc.
Apple, the Apple logo, iPad, iPhone, and Apple Watch are trademarks of Apple Inc., registered in the U.S. and other countries.
App Store is a service mark of Apple Inc.
Data contained in these screenshots are for illustrative purposes only.
System availability and response times may be subject to market conditions.