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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 Trading Authority, Full Trading 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|
|Fidelity ATM/Debit Cards||Request an ATM/debit card for your Fidelity account|
|Fidelity Credit Cards||Apply for a Fidelity branded credit card|
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|
|Initial Public Offerings (IPOs)||Participate in and/or research Initial Public Offerings|
|Options Trading||Apply for the ability to buy and/or sell options4|
|Fixed Income Securities||Offer investors the opportunity to trade new issue and secondary fixed income products|
|Real-Time Quotes||Receive real-time quotes for stocks and other securities|
|Margin||Set up the ability to borrow from Fidelity against your holdings|
Here's what our customers are talking about
|IRA Contributions||Review the deadlines, income limits, and contribution limits for your IRAs this year|
|Tax Form Schedule||Find availability dates and information about your tax forms|
|TurboTax® Discount||Save up to $20 on TurboTax® with our special discount|
|Minimum Required Distributions||Calculate or manage your MRDs using our Retirement Distribution Center|
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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.
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