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.

Annuity customers, please follow these steps instead.

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:

  • Name
  • 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).

Frequently asked questions