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Customer Service

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Popular tax topics to review for tax season

Tax Form Availability Review the tax form schedule to see when your tax forms will be available online.
Tax Form LinksLog In Required See your available tax forms online.
Year-to-Date Tax InformationLog In Required Review your year-to-date tax information for your brokerage accounts.
Tax Statement Guides Learn about the tax forms we send and what’s reported on each form.
TurboTax® Take advantage of our offer to save up to $20 off TurboTax®—either the online or desktop version.
IRA Contributions Learn about this year's contribution limits and deadlines.
Capital Gains and Cost Basis Learn the basic principles behind reporting this information.

Need more tax help? See our Taxes overview page for additional resources.

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.
Email Update the email address associated with your account(s).
Passwords Reset, change, or create 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).

See more account maintenance tasks

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.

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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.

See more brokerage & trading tasks

More resources

  • Forms
    Locate the form or application you're looking for from our complete list.
  • Mailing Addresses
    Find the right address to mail your documents, roll over checks, and more.
  • Frequently Asked Questions 
    Get answers to common questions on topics such as managing your profile, account services, technical support, and account security.
  • Customer-Driven Enhancements
    We're committed to continuously improving our products, services, and processes. See how your ideas help power many of our recent enhancements.
  • Branch Seminars
    Our free seminars can help you get more out of your investments. Find one near you.
1. Forrester Research, June 2011. Over 40 companies were rated. Results based on ratings in the following categories: clarity of approach, business value to the organization, positive impact on customer experience, innovation, and potential for other companies to repeat the practice.
2. CXPA Release, June 2012. There were 6 winners chosen out of 100 entries. Results based on degree of innovation, strength of the business/organizational results, and the potential for the innovation to be more widely adopted.
3. Temkin Group, January 2013. Fidelity was 1 of 5 winners of the award. Results were based on transformation and results in the following areas: purposeful leadership, compelling brand values, employee engagement, and customer connectedness.
4. Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Prior to trading options, please read Characteristics and Risks of Standardized Options, and call 800-343-3548 to be approved for options trading.  Supporting documentation for any claims, if applicable, will be furnished upon request.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

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Minimum Required Distributions (MRDs)

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Contact Us

Phone

Representatives are standing by to help, any time of the day or night.

For general and account-specific questions
Current customers: you'll be asked to enter your username and password using the keypad on your phone. You can save time by translating letters into numbers now. For example, if your username is FredB27, you would enter 3733227. For special characters, use an asterisk.
800-343-3548
Employer-sponsored benefit plans 800-835-5097
All domestic phone numbers
Phone numbers for customers traveling abroad

Online

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Additional Account Maintenance Tasks

Personal and Contact Information
Name Update the name used to identify the owner of an account(s).
Social Security Number Update your unique 9 digit number provided by the US government.
Login and Security
Security Questions Update security questions and answers used to help prevent unauthorized access to your account.
UsernameLog In Required Update the unique identifier used to access your account.
Abandoned Property
Abandoned Property Reply to an abandoned property notice.
Account Ownership Updates
Business Account Updates (PDF) Add, change, or remove ownership on Corporate, Unincorporated Association, Partnerships, and Limited Liability Company accounts.
Change of Registration Add, change, or remove ownership on an account.
Corporate Account Updates Add, change, or remove authorized users on a corporate account.
Remove a Joint Account Owner Remove a joint owner from the account.
Trustee Account Updates (PDF) Add, change, or remove trustee(s) on account(s).
Trustee Certification Provide Fidelity with required information to certify a trustee on your account.
Beneficiary
Successors for 529 Account Identify the individual(s) who will become the 529 account owner(s) in the event the original owner can no longer continue in the role (i.e., event of a death).
Communication Preferences
Combined Statements & Mailings Receive a consolidated statement for all your eligible Fidelity accounts.
Duplicate Statements for a Non-Account Owner Send copies of your account statements to another individual.
Employee Consent Steps Request that account statements be sent to your employer for compliance purposes.
Relationship Householding Group eligible accounts across different account owners into a single relationship to allow you to potentially qualify for additional benefits.
Retirement Account Services
Removal of Former Employee from SIMPLE IRA Close a SIMPLE IRA for an employee that no longer works at the company.
Roth Conversion Request a conversion of all or any part of your eligible Fidelity IRA to a Fidelity Roth IRA.
Inheritor Services
Affidavit of Descendants (PDF) Identify all the descendants of an account owner or a beneficiary.
Disclaiming Inherited Assets (PDF) Decline assets given to you as a beneficiary due to a death.
Independent Co-Executors (PDF) Allow multiple executors appointed to an account to act independently without confirming with the other.
Inherited Account Re-Registration Add, change, or remove ownership on an account due to a death.
Stock Plans/Restricted Securities
Control and Restricted Stock Forms Find the forms you might need and view important contact information.
Restricted Stock Income Tax Treatment (Rule 83b) Change how income taxes are calculated for restricted securities (Rule 83b).
Stock Plan Services (SPS) Account Activation (PDF) Complete the new account enrollment process for your Stock Plan Services Account (SPS).
Financial Profile
Financial Profile Enter your financial information so that we can provide guidance solutions appropriate to your needs, and meet Securities & Exchange Commission (SEC) requirements.
Employment Information
Employment & Affiliation Update your account with your current employment status and employer name.
Tax Certification and Withholdings
Canadian Tax Withholding Submit information related to tax withholding in Canada.
Foreign Residency Verification Provide proof of a non-US Citizen's (alien) foreign status for tax purposes.
International Tax Withholding Submit information for tax withholding elections on international securities.
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Additional Payments & Transfers Tasks

Move Money
Automatic Recurring Transfers Between Eligible Fidelity Accounts Set up automatically recurring transfers from one Fidelity account to another Fidelity account.
Change 529 Plan Investments Make an adjustment to investment elections for existing and future contributions to your 529 plan.
One-Time Transfer Between Eligible Fidelity Accounts Initiate a transfer between your Fidelity accounts.
Recurring Investments Into an Account Transfer money automatically from your bank account directly into your eligible Fidelity account(s).
Transfer of Assets
Transfer of Assets Into Fidelity Move assets from your account at an outside firm to a new or existing Fidelity account.
Roll Over a Fidelity Workplace Plan to a Fidelity IRA Roll over your old Fidelity 401(k), 403(b), or similar plan into a Fidelity IRA.
Roll Over a Non-Fidelity Workplace Plan to a Fidelity IRA Roll over your non-Fidelity workplace plan (401(k), 403(b), etc.) into a Fidelity IRA.
Name Mismatch/One-and-the-Same Letter If there are minor discrepancies between the names on your accounts, you can certify your name when transferring assets by using the One-and-the-Same Letter.
Deposits
Deposit Stock Certificates Deposit stock certificates into your Fidelity account.
Recurring Contribution to Retirement Account Schedule automatic contributions to an IRA.
Withdrawals
529 College Savings Plan Payments Set up automatic (or one-time) payment(s) to a third party from a 529 college savings plan.
Cashier's CheckLog In Required Request a cashier's check to be drawn from your Fidelity account.
Direct Debit Allow a third party to withdraw funds electronically from your Fidelity account.
Gifting Securities Gift securities from your Fidelity account.
Recurring Distributions From Your Fidelity Account Schedule automatic withdrawals from a Fidelity account into another account at Fidelity or an account outside Fidelity.
Request a CheckLog In Required Request a check to be mailed to your address.
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Additional Brokerage & Trading Tasks

What You Can Trade
International Stock Trading Sign up to trade stocks in 25 countries and exchanges between 16 currencies.
IPOs for Retirement Accounts (PDF) Grant Fidelity the ability to participate in an IPO on behalf of the account owner to purchase stock for an IRA.
Mutual Fund Trading Buy or redeem an investment that is made up of multiple stocks, bonds, and other securities.
Precious Metals Investing Buy or sell gold, silver, platinum, or palladium.
Trading Stocks and Exchange-Traded Funds (ETFs) Buy and sell domestically traded (on a U.S. stock exchange) stock.
Pricing and Fees
Online Commissions, Fees, and Concessions Listing of online commission rates for stocks, options, bonds, and CDs
Trading Features
Dividend & Capital Gains Distribution Elections Modify elections on how to receive dividend and capital gain distributions (cash or reinvestment).
Pledged Mutual Fund Shares (PDF) Take out or redeem a loan using mutual fund shares as collateral.
Stock Plans/Restricted Securities
Employee Stock Options Management Manage your stock options including accessing information and exercising options.
Employee Stock Purchase Plan (ESPP) Stock Sale (Rule 701) (PDF) Sell securities obtained in a private offering that are held in an Employee Stock Purchase Plan (ESPP).
Non-Fidelity Administered Employee Stock Options Exercise employee stock options that are not exclusively recordkept by Fidelity.
Restricted Stock Sale – Remove Stock Sale Time Restrictions (PDF) Remove a holding period restriction (typically 6 months to 1 year) for an individual who is not associated with the issuer.
Sell Control and Restricted Securities Complete a form in order to execute a Stock Option Plan, Stock Purchase Plan, Restricted Stock Award, or Restricted Stock Unit transaction.