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 & Successor Participants||Name the beneficiaries or the successor participants 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.|
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...|
|Credit Cards: Fidelity® Visa Signature® Card||Learn how to make payments, request statement copies, set up alerts, 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.|
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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Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. 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.