Welcome! How can we help you today?
Your information is safe with us. See how we protect you and learn what you can do to boost your own online security.
Popular tax topics to review before year-end
|Tax Statement Guides||While it’s still too early to view your individual tax forms, you can learn about the tax forms we send and what’s reported on each form.|
|Minimum Required Distributions (MRDs)||Get the facts about taking MRDs and see how to get started today.|
|Charitable Giving||Charitable giving is a great way to help others, and your gifts may help reduce your tax liability.|
|Offset Gains With Losses||See if you can offset any gains you made this year by selling some securities at a loss.|
|Mutual Funds and Taxes||Learn how income, dividends, and capital gains from mutual funds are taxed.|
|Reduce Taxable Income||Take a look at some ideas that might help you reduce your taxable income.|
Common account maintenance tasks
|Address||Update your mailing, legal, or seasonal address.|
|Authorized Access||Authorize varying levels of access to your accounts (Inquiry Access, Limited Authority, Full Authority, and Power of Attorney).|
|Beneficiaries||Establish the recipients of your assets in the event of your death.|
|Update the email address associated with your account(s).|
|Password||Change the password used to access your account(s).|
|Phone Number||Update the phone number associated with your account(s).|
|Statement Delivery Preference||Select how you want to receive your statements and other documents from Fidelity (eDelivery or U.S. Mail).|
Common payments & transfers tasks
|Bank Wire||Transfer money in and out of Fidelity using bank wires.|
|BillPay||Pay bills online from your Fidelity account.|
|Checkwriting||Add checkwriting to your Fidelity account.|
|Deposit a Check||Deposit a check into your Fidelity account.|
|Direct Deposit||Have your paycheck, government check, or pension direct deposited into your Fidelity account.|
|Electronic Funds Transfer (EFT)||Move money electronically in and out of Fidelity.|
|Fidelity ATM/Debit Cards||Request an ATM/debit card for your Fidelity account.|
Common brokerage & trading tasks
|Active Trader Pro® (ATP)||Download or access Fidelity's Active Trader Pro platform.|
|Cost Basis||Update the purchase price of your securities to determine capital gain or loss.|
|Fixed Income Securities||Offer investors the opportunity to trade new issue and secondary fixed income products.|
|Initial Public Offerings (IPOs)||Participate in and/or research Initial Public Offerings.|
|Margin||Set up the ability to borrow from Fidelity against your holdings.|
|Options Trading||Apply for the ability to buy and/or sell options.4|
|Real-Time Quotes||Receive real-time quotes for stocks and other securities.|
Locate the form or application you're looking for from our complete list.
Frequently Asked Questions
Get answers to common questions on topics such as managing your profile, account services, technical support, and account security.
Find the right address to mail your documents, roll over checks, and more.
Our free seminars can help you get more out of your investments. Find one near you.
We're committed to continuously improving our products, services, and processes. See how your ideas help power many of our recent enhancements.