Customer Service

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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.
Delivery Preferences Choose to have your statements and other documents sent by email or U.S. Mail.
Email Update the email address associated with your accounts.
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.
BillPay Pay bills online from your Fidelity accounts.
Checkwriting and Checks Learn how to add checkwriting, make deposits, view paid checks, reorder checks and deposit slips, and more...
Deposit a Check Deposit a check via mobile phone, mail, or at a Fidelity branch.
Direct Deposit Have your paycheck, government check, or pension benefits direct deposited into your Fidelity accounts.
Electronic Funds Transfer (EFT) Transfer between your Fidelity account and your bank account.

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Common brokerage & trading tasks

Active Trader Pro® (ATP) Apply for and/or download Fidelity's Active Trader Pro platform.
Cost Basis Change how your cost basis is tracked or update an individual security's cost basis.
Fixed Income Securities Learn about the various fixed income products we offer.
Initial Public Offerings (IPOs) Understand how to participate in and/or research IPOs.
Margin Set up margin to borrow against your holdings.
Options Apply for the ability to buy and/or sell options.1
Real-Time Quotes Sign up to receive fast and accurate quotes.

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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.