Common account maintenance tasks
|Address||Update your mailing, legal, or seasonal address.|
|Authorized Access||Grant others access to your accounts using these access levels: inquiry access, limited authority, full authority, and power of attorney.|
|Beneficiaries & Successor Participants||Name the beneficiaries or the successor participants who will receive your assets in the event of your death.|
|Change of Account Registration||Learn how to change the registration or owners on your Fidelity accounts using online steps and more.|
|Delivery Preferences||Choose to have your statements and other documents sent by email or U.S. Mail.|
|Password||Reset, change, or create the password used to access your accounts.|
|Phone Number||Update the phone numbers associated with your accounts.|
|Trusted Contacts||Update your emergency contacts for your accounts.|
Common payments & transfers tasks
|ATM/Debit and HSA Debit Cards||Learn how to request a card, report a lost or stolen card, set up travel notifications, change your PIN, and more...|
|Bank Wire||Transfer money in and out of your Fidelity accounts using bank wires.|
|Checkwriting and Checks||Learn how to add checkwriting, make deposits, view paid checks, reorder checks and deposit slips, and more...|
|Credit Cards: Fidelity® Visa Signature® Card||Learn how to make payments, request statement copies, set up alerts, and more...|
|Deposit Money Into Your Fidelity Accounts||Learn how to deposit money into your accounts—including contributing to IRAs and 529 plans—using EFT, bank wire, automatic investments, and more.|
|Electronic Funds Transfer (EFT)||Transfer between your Fidelity account and your bank account.|
|IRA Withdrawals and Required Minimum Distributions (RMDs)||Learn how to take withdrawals from your IRAs—including RMDs—and see rules and penalties that may apply based on your age.|
|Withdraw Money From Your Fidelity Accounts||Learn how to withdraw money from your accounts—including taking retirement and 529 plan distributions—using EFT, bank wire, automatic withdrawals, and more.|
Common brokerage & trading tasks
|Active Trader Pro® (ATP)||Apply for and/or download Fidelity's Active Trader Pro platform.|
|Commissions, Margin Rates, and Fees||Review online commission rates for stocks, options, bonds, and CDs.|
|Cost Basis||Change how your cost basis is tracked or update an individual security's cost basis.|
|Dividends and Capital Gains||Change how you receive or reinvest your dividend and capital gain distributions.|
|Margin||Set up margin to borrow against your holdings.|
|Options||Apply for the ability to buy and/or sell options.2|
|Real-Time Quotes||Sign up to receive fast and accurate quotes.|
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Frequently Asked Questions
Get answers to common questions on topics such as managing your profile, account services, technical support, and account security.
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