FAQs: How to Grant Inquiry Access
Can I grant inquiry access to anyone?
You can give inquiry access only to a person, not a corporation, trust, or other entity.
Can I grant someone who’s not a Fidelity customer inquiry access?
No, only Fidelity customers* can have inquiry access. However, you can have your statement copies sent to a non-Fidelity customer by requesting duplicate statementsLog In Required.
*Annuity customers can request inquiry access for people who are not Fidelity customers.