Customer Service

Common account maintenance tasks

Address Update your mailing, legal, or seasonal address.
Authorized Access Grant others access to your accounts using these access levels: inquiry access, limited authority, full authority, and power of attorney.
Beneficiaries Name the beneficiaries who will receive your assets in the event of your death.
Change of Account Registration Learn how to change the registration or owners on your Fidelity accounts using online steps and more.
Delivery Preferences Choose to have your statements and other documents sent by email or U.S. Mail.
Password Reset, change, or create the password used to access your accounts.
Phone Number Update the phone numbers associated with your accounts.

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Common payments & transfers tasks

ATM/Debit and HSA Debit Cards Learn how to request a card, report a lost or stolen card, set up travel notifications, change your PIN, and more...
Bank Wire Transfer money in and out of your Fidelity accounts using bank wires.
Checkwriting and Checks Learn how to add checkwriting, make deposits, view paid checks, reorder checks and deposit slips, and more...
Deposit Money Into Your Fidelity Accounts Learn how to deposit money into your accounts—including contributing to IRAs and 529 plans—using EFT, bank wire, automatic investments, and more.
Electronic Funds Transfer (EFT) Transfer between your Fidelity account and your bank account.
IRA Withdrawals and Minimum Required Distributions (MRDs) Learn how to take withdrawals from your IRAs—including MRDs—and see rules and penalties that may apply based on your age.
Withdraw Money From Your Fidelity Accounts Learn how to withdraw money from your accounts—including taking retirement and 529 plan distributions—using EFT, bank wire, automatic withdrawals, and more.

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Common brokerage & trading tasks

Active Trader Pro® (ATP) Apply for and/or download Fidelity's Active Trader Pro platform.
Commissions, Margin Rates, and Fees Review online commission rates for stocks, options, bonds, and CDs.
Cost Basis Change how your cost basis is tracked or update an individual security's cost basis.
Dividends and Capital Gains Change how you receive or reinvest your dividend and capital gain distributions.
Margin Set up margin to borrow against your holdings.
Options Apply for the ability to buy and/or sell options.2
Real-Time Quotes Sign up to receive fast and accurate quotes.

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More resources

  • Forms
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  • 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
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