How to Change Your Name

Life events can lead to name changes, and making sure your accounts are updated with your new name will save you a lot of frustration and headache. It takes just a few minutes to update your name online.

When do I need to update the name on my account?

If your name has changed (e.g., you were married or divorced), you'll need to update the name on your Fidelity accounts. It's important to do this because the name used on your accounts is also used on the tax forms we send to you and the IRS.

Note: Make sure your name matches what's on file with the IRS. If there's a discrepancy, the IRS might require Fidelity to withhold taxes from your transactions.

What documents do I need?

To change your name, you will need to have a mobile phone number on file.

On the Name Change page, enter your new name exactly as it appears on your government issued ID.

Next, we will text you a link to validate your identify/name by uploading your valid government issued ID with your new name (e.g., driver's license or passport) and taking a selfie. Return to your browser after submitting your docs and selfie to complete the name change steps.

Depending on the results of the validation, you may need to also provide a copy of a legal document that shows your new name.

Acceptable documents include:

  • marriage certificate
  • divorce decree
  • court order

Once your changes have been submitted, a confirmation page will provide some suggested next steps.

What to expect

While your checks and debit card are still valid, you'll want them updated with your new name. An email confirmation will be sent to you once your name change request has been processed with links to re-order checks and debit card(s).

Note: Name changes do not carry over to your 401(k) account. If you have a 401(k) or another type of a workplace plan, please contact your employer or log in to NetBenefits®Log In Required.