Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "
To download your account data, you must have the following:
You can download the following account information from your Fidelity accounts:
If your plan permits, you can download information from your Fidelity NetBenefits 401(k), 403(b), and 457 accounts.
When you download your account data into Quicken®, your financial data is stored on your computer's hard drive. Take all precautions to protect this information, especially if you share your computer with others or use an Internet provider with persistent Internet access (e.g., broadband or DSL).
Make sure to read all legal disclosures within any product to understand the details behind usage of products and data storage.
To allow customers to download account information with confidence and security, Fidelity has implemented powerful electronic security measures using industry-standard encryption technology and additional proprietary measures. These include requiring users to enter a password and user ID (Social Security number or customer ID) incorporating 128-bit, two-way data encryption technologies,* and 24-hour monitoring of access to Fidelity data and information.
All customer data is transferred over the Internet using industry-standard encryption technology designed to be secure. Fidelity recommends that users take the following measures to maintain the highest level of security:
Please call a Fidelity representative at 800-544-7931 if you have any further questions on security with the account download service.
* In an effort to provide a higher degree of confidentiality and security for your personal financial information, Fidelity strongly recommends the use of 128-bit encryption browser. Encryption is the process for scrambling your trading and account information as it passes between Fidelity and your computer. The encryption process is built into most Internet browsers. The larger the number of bits for encryption (e.g., 128) the more difficult it is for an unauthorized person to unscramble the transmission.
A browser that supports 128-bit encryption is the most secure way to access your Fidelity information. Fidelity may only be liable for losses resulting from unauthorized transactions if it does not follow reasonable security procedures for verifying the identity of a user. Fidelity recommends that you verify the accuracy of your confirmation statements immediately after you receive them.
Quicken® recognizes cash transactions in a Fidelity account, as it would in a checking account, when you follow these steps:
You can export your investment holdings and account balances, along with 90 days of transaction history for your personal accounts. In addition, you can get transaction history up to 24 months. If you need assistance please contact Fidelity at 800-544-7931. If your plan allows, you may be able to download your Fidelity 401(k), 403(b), or 457 accounts.
Note: Some transaction types do not appear in the information displayed once you download your account. You can always review your account online or on your regular account statements for an accurate representation of your account history.