Fidelity Referrals FAQs
How referrals work
What are referrals?
The Fidelity referrals page provides Fidelity customers with a simple way to refer others to Fidelity, allowing you to share Fidelity's great value and service in a few easy steps.
How do I refer someone to Fidelity?
From the Fidelity.com referrals page, click the Refer Friends and Family button. Next, copy your personal referral link and share it on your own. Your referral can click that link to learn more about the advantages of everything Fidelity has to offer. Alternatively, you can enter the email address of the person you would like to refer. After entering your referral’s email address, click Send and then Fidelity will email the invitation directly to your referral.
What will be in the email that my referral receives?
The email will indicate that you referred them to Fidelity and it will provide information about the benefits of everything we have to offer.
What if my referral doesn't receive the email invitation?
A referral may not receive the email invitation sent through our referral form for multiple reasons. Your referral may have opted out of receiving marketing communications from Fidelity; the referral's email filters may have prevented delivery; or the referral's email address may no longer be valid or may be blocked due to account compromise.
How do I share my personal link?
You can share your personal link by selecting the Copy button and sending it from your personal accounts or device. For example, you can send the link in your own personal email, text message, or by posting it on a social media account.
Privacy and Security
What does Fidelity do with the referral information that I provide?
How does my referral unsubscribe from Fidelity's referral emails?
In the email invitation your referral receives, they can select the Unsubscribe link and they will no longer receive emails related to your referral.
A cookie is a piece of data stored by a browser on the user's device that contains information about the user's online activity. Cookies provide a way for a server to recall previous information to facilitate site navigation. When using Fidelity.com, we place cookies and similar files on your device for security purposes, to facilitate site navigation, and to personalize your experience on our site.
To be notified before a cookie is received, a user can configure his or her browser for alerts, along with the option to refuse a cookie. Note: Refusing cookies from Fidelity.com will prevent you from participating in Fidelity Friends and Family. To learn more about the cookies on your computer, consult the Help file for your Internet browser.