Annuity customers, please follow these steps instead.
How to Grant Inquiry Access
If you want to give another person access to view your accounts, you can use the online steps to set up inquiry access. You can also see who currently has access to view your accounts.
What is inquiry access?
Inquiry access allows another person to view your account information and make inquiries, such as getting account balances. You can set up inquiry access for most of your Fidelity accounts except those on NetBenefits® or serviced by a third party.
You might consider granting inquiry access when:
- You're planning your estate and want to provide inquiry access to a spouse, child, or someone else
- You want to offer your spouse access to view your accounts
What do I need to know?
You’ll need to provide this information for each person you are granting inquiry access to:
- Social Security number
The person you grant access to must be a Fidelity customer*; if not, you can request they receive duplicate statementsLog In Required instead.
*Annuity customers can request inquiry access for people who are not Fidelity customers.
What to expect
It will take only a few minutes to add inquiry access online. Changes will be reflected on your account immediately and displayed on the Account Access RightsLog In Required page.
You'll either get an emailed confirmation in 1–2 business days or receive a confirmation by U.S. Mail within 5 business days (based on your delivery choice).
Additional types of access rights
Virtual Assistant is Fidelity's automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results and to help provide analytics to improve the search results. For account servicing requests, you may send our customer service team a secure, encrypted message once you have logged in to our website. Responses provided by the Virtual Assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided.