Fidelity Friends and Family FAQs

How the Program Works

  • What is the Fidelity Friends and Family referral program?
    The Fidelity Friends and Family program provides Fidelity customers with a simple way to refer friends and family to Fidelity, allowing you to share Fidelity's great value and service in just a few clicks.
  • How do I participate in Fidelity Friends and Family?
    From the Start page for Fidelity Friends and Family, simply select the Refer Friends and Family Now link to access our easy-to-use referral form. There, simply add the names and email addresses of your friends and family to whom you would like to send this offer. You will have the opportunity to add your own personalized message that will be sent to all of your referrals. When finished entering your referrals' email information, simply select Send, and Fidelity will email the invitation and offer directly to your referrals.
  • Can I review the invitation email prior to sending?
    Yes, on the referral form, simply select the Preview button for an advance look at the email invitation that your referrals will receive.
  • What if my friend or family member doesn't receive the email invitation?
    A referral may not receive the email invitation sent through our referral form for a number of reasons. Your referral may have opted out of receiving marketing communication from Fidelity; the referral's SPAM filters may have prevented delivery; or the referral's email address may no longer be valid or may be blocked due to account compromise. If your referral indicates that he or she did not receive the invitation email, you can resubmit your invitation online or call a Fidelity representative at 800-652-7521 for help sending your invitations.

Privacy and Security


  • How do you use cookies?

    Fidelity Friends and Family uses cookies to track when a referral opens an account at Fidelity. A cookie is a piece of data stored by a browser on the user's hard drive 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, we place cookies and similar files on your hard drive 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 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.

  • What if I still have questions?
    If you have any further questions regarding Fidelity Friends and Family, please contact Fidelity at 800-652-7521.