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.
- 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.
- 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.
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.
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.