Frequently Asked Questions

  • How do I change my username and password?

    You can log in and make changes to your username and password on the Update Your Profile page.

  • Will the username and password I've established on other Fidelity sites work on Fidelity.com?

    The same username and password can be used to access all of your Fidelity accounts through any of our service channels including:

    • Fidelity.com (Brokerage accounts, personal retirement accounts like IRAs)
    • NetBenefits.com (employer sponsored accounts like 401(k), 403(b), 457, health plans, pension, and HR/Payroll)
    • Charitablegift.com (Charitable Gift Fund℠ accounts)
    • eWorkplace
    • Fidelity Automated Service Telephone (FAST®)
    • Wireless access through Fidelity Mobile®
    • To access Fidelity representatives on the phone
  • How do I use my username with Fidelity's telephone services?

    Usernames and passwords containing letters need to be translated to numbers to enter them in a Fidelity phone system (like FAST, or if you call a representative). Use your telephone keypad to convert the letters to numbers. There is no case sensitivity. Substitute an asterisk (*) for all special characters. Here's an example:

    Telephone keypad layout

    This illustration shows a typical telephone keypad layout. To enter a username, for example, Smith123, press or say 7-6-4-8-4-1-2-3.

  • How does "Remember me" work?

    When you select the "Remember me" check box and then log in, your username is encrypted and stored on the computer you are currently using. The next time you log in, we will prefill your username and you only need to enter your password (which, for security reasons, is never saved) to log in.

    Up to seven Fidelity usernames may be stored on a computer and accessed from the "Username" dropdown menu. If you log in from multiple computers, such as your home and work computers, you must save the username on each computer separately.

    For security reasons, only the last three characters of saved usernames are displayed with "Remember me." If you are saving multiple usernames on the same computer, be sure that the last three characters are different, so that you can tell them apart easily.

    Important: Because "Remember me" stores your username on the computer you're using, do not use this feature on public computers (such as those in a library or internet cafe).

  • What if I no longer want my username saved?

    To remove a username from the saved list, clear the "Remember me" check box when logging in. The username will not be saved on the computer you are using at the time. If you have saved your username on multiple computers, such as your home and work computers, the username must be removed separately from each computer.

  • My username was saved, but now it isn't in the list of saved usernames. Why not?

    There are three reasons your username may not be in the list of saved usernames:

    1. You are logging in from a different computer. When you selected the "Remember me" check box and logged in, your username was encrypted and stored on the computer you were using at that time. If you log in from a different computer, you need to check "Remember me" to save your username.
    2. More than seven Fidelity usernames have been saved on the computer you are using. Up to seven usernames may be stored on any computer. If customers attempt to save more than seven Fidelity usernames on a computer, only the seven most recently logged in usernames will appear in the dropdown list.
    3. Your "cookies" were deleted. Your username is saved in a file called a "cookie." When cookies are deleted from your computer, your username will no longer appear in the list of saved usernames. Once deleted, you should close your browser and open a new browser to begin entering your username and password.
  • What if my username and the username of another user share the same last three characters?

    For security reasons, only the last three characters of a saved username are displayed. If saving usernames on the same computer, be sure that the last three characters are different, so that you can tell them apart easily.

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