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Customer Service

Welcome! How can we help you today?

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.
Email 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).

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.

See more payments & transfers tasks

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.

Frequently Asked Questions
Get answers to common questions on topics such as managing your profile, account services, technical support, and account security.

Mailing Addresses
Find the right address to mail your documents, rollover checks, and more.

Branch Seminars
Our free seminars can help you get more out of your investments. Find one near you.

Why Choose Fidelity

With 24/7 support and award-winning service, our experienced professionals are always here to help.

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.
628831.27.0
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Toll-free numbers

Country Number Details
Albania 00-800-0010 Dial 00-800-0010; when prompted to enter calling number, enter 800-544-6666.
American Samoa 1-800-544-6666 Number can be dialed directly.
Angola 808-000-011 Dial 808-000-011; when prompted for calling number, enter 800-544-6666.
Anguilla 1-800-225-5288 Dial 1-800-225-5288; when prompted for calling number, enter 800-544-6666.
Antigua and Barbuda 011-800-544-66666 Number can be dialed directly.
Argentina 0-800-222-1288 Dial 0-800-222-1288; when prompted to enter calling number, enter 800-544-6666.
  0-800-555-4288 Dial 0-800-555-4288; when prompted to enter calling number, enter 800-544-6666.
Armenia N/A Toll-free service suspended indefinitely.
Aruba N/A Toll-free service suspended.
Australia 0011-800-544-66666 Number can be dialed directly.
Austria 0800-200-288 Dial 0800-200-288; when prompted to enter calling number, enter 800-544-6666.
Bahamas 1-800-858-8920 Number can be dialed directly.
Bahrain 8000-0632 Number can be dialed directly.
Bangladesh 157-0011 Dial 157-0011; when prompted for calling number, enter 800-544-6666.
Barbados 1-800-858-8920 Number can be dialed directly.
Belarus 8*800101 (*Wait for the dial tone.) Dial 8, wait for the second dial tone, dial 800101; when prompted to enter a calling number, enter 800-544-6666.
Belgium 0-800-1-3236 Number can be dialed directly.
Belize 811 Dial 811; when prompted to enter calling number, enter 800-544-6666.
From hotels only: 555 Dial 555; when prompted to enter calling number, enter 800-544-6666.
Benin 102 Dial 102; when prompted to enter calling number, enter 800-544-6666.
Bermuda 011-800-544-66666 Number can be dialed directly.
Bolivia 800-10-1110 Dial 800-10-1110; when prompted to enter calling number, enter 800-544-6666.
Bosnia 00-800-0010 Dial 00-800-0010; when prompted to enter calling number, enter 800-544-6666.
Brazil 0800-8888-288
0800-890-0288
Dial either of the two numbers; when prompted to enter calling number, enter 800-544-6666.
British Virgin Islands From outside U.S. only: 1-800-872-2881 Dial 1-800-872-2881; when prompted to enter calling number, enter 800-544-6666.
Brunei 800-1111 Dial 800-1111; when prompted to enter calling number, enter 800-544-6666.
Bulgaria 00-800-0010 Dial 00-800-0010; when prompted to enter calling number, enter 800-544-6666.
Cambodia 1-800-881-001 Dial 1-800-881-001; when prompted to enter calling number, enter 800-544-6666.
Canada 800-544-6666 Number can be dialed directly.
Cape Verde 0800-2288 Dial 0800-2288; when prompted to enter calling number, enter 800-544-6666.
Cayman Islands 1-800-858-8920 Number can be dialed directly.
Chile 800-225-288 Dial 800-225-288; when prompted to enter calling number, enter 800-544-6666.
Chile - Easter Island 800-800-311 Dial 800-800-311; when prompted to enter calling number, enter 800-544-6666.
China North Regions:
10-800-711-8920
00-800-544-66666
*Alt. 108-888
Top two numbers can be dialed directly.
*Alt. Dial 108-888; when prompted to enter calling number, enter 800-544-6666.
South Regions:
10-800-110-8920
00-800-544-66666
*Alt. 108-11
Top two numbers can be dialed directly. *Alt. Dial 108-11; when prompted to enter calling number, enter 800-544-6666.
Colombia 01-800-911-0010 Dial 01-800-911-0010; when prompted to enter calling number, enter 800-544-6666.
Cook Island 09-111 Dial 09-111; when prompted to enter calling number, enter 800-544-6666.
Costa Rica 0-800-0-114-114 Dial 0-800-0-114-114; when prompted to enter calling number, enter 800-544-6666.
Croatia 0800-220111 Dial 0800-220111; when prompted to enter calling number, enter 800-544-6666.
Cyprus 800-90010 When prompted to enter calling number, enter 800-544-6666.
Czech Republic 00-800-222-55288 Dial 00-800-222-55288; when prompted for calling number, enter 800-544-6666.
Denmark 00-800-544-66666 Number can be dialed directly.
Diego Garcia 999-288 Dial 999-288; when prompted for calling number, enter 800-544-6666.
Dominica 1-800-225-5288 Dial 1-800-225-5288; when prompted for calling number, enter 800-544-6666.
Dominican Republic From outside U.S. only: 1800-872-2881 Dial 1800-872-2881; when prompted to enter calling number, enter 800-544-6666.
Ecuador 999-119
1-800-22-55-28
1-800-999-119
Dial any of the three numbers; when prompted to enter calling number, enter 800-544-6666.
Egypt Cairo:
510-0200
Dial 510-0200; when prompted to enter calling number, enter 800-544-6666.
Outside Cairo: 02-510-0200 Dial 02-510-0200; when prompted to enter calling number, enter 800-544-6666.
El Salvador 800-1785 Dial 800-1785; when prompted for calling number, enter 800-544-6666.
Estonia 800-12-001 Dial 800-12-001; when prompted to enter calling number, enter 800-544-6666.
Fiji 004-890-1001 Dial 004-890-1001; when prompted to enter calling number, enter 800-544-6666.
Finland 0800-1-156409 Number can be dialed directly.
France 00-800-544-66666 Number can be dialed directly.
French Antilles 0800-99-0011 Dial 0800-99-0011; when prompted to enter calling number, enter 800-544-6666.
French Guiana 0800-99-0011 Dial 0800-99-0011; when prompted to enter calling number, enter 800-544-6666.
Gabon 00*001
(*Wait for the dial tone.)
Dial 00, wait for the second dial tone, dial 001; when prompted to enter a calling number, enter 800-544-6666.
Gambia 00111 Dial 00111; when prompted to enter calling number, enter 800-544-6666.
Georgia 8*0288
(*Wait for the dial tone.)
Dial 8, wait for the second dial tone, dial 0288; when prompted to enter a calling number, enter 800-544-6666.
Germany 00-800-544-66666 Number can be dialed directly.
Ghana 0191 Dial 0191; when prompted to enter calling number, enter 800-544-6666.
Gibraltar 8800 Dial 8800; when prompted to enter calling number, enter 800-544-6666.
Greece 00-800-1311 Dial 00-800-1311; when prompted to enter calling number, enter 800-544-6666.
Grenada 1-800-225-5288 Dial 1-800-225-5288; when prompted for calling number, enter 800-544-6666.
Guadeloupe 0-800-99-00-11 Dial 0-800-99-00-11; when prompted to enter calling number, enter 800-544-6666.
Guam 1-800-225-5288 Dial 1-800-225-5288; when prompted to enter calling number, enter 800-544-6666.
Guatemala 999-9190 Dial 999-9190; when prompted to enter calling number, enter 800-544-6666.
Guatemala City 138-126 Dial 138-126; when prompted to enter calling number, enter 800-544-6666.
Haiti 183 Dial 183; when prompted to enter calling number, enter 800-544-6666.
Honduras 800-0-123 Dial 800-0-123; when prompted to enter calling number, enter 800-544-6666.
Hong Kong 001-800-544-66666 Number can be dialed directly.
800-96-1111 Dial 800-96-1111; when prompted to enter calling number, enter 800-544-6666.
Hungary 00-800-544-66666 Number can be dialed directly.
Iceland 00-800-22255288 Dial 00-800-22255288; when prompted to enter calling number, enter 800-544-6666.
India 000-117 Dial 000-117; when prompted to enter calling number, enter 800-544-6666.
Indonesia 001-803-1-532-0623 Number can be dialed directly.
Ireland 00-800-544-66666 Number can be dialed directly.
Israel 00-800-544-66666
*Alt. 1-80-949-4949
Number can be dialed directly from preselected Bezeq, Barak, and Golden Line phones.
*Alt. Dial 1-80-949-4949; when prompted to enter calling number, enter 800-544-6666.
014-800-544-66666
*Alt. 1-80-922-2222
Number can be dialed directly using Bezeq Carrier.
*Alt. Dial 1-80-922-2222; when prompted to enter calling number, enter 800-544-6666.
013-800-544-66666 Number can be dialed directly using Barak ITC Carrier.
012-800-544-66666 Number can be dialed directly using Golden Lines.
Italy 00-800-544-66666 Number can be dialed directly.
Ivory Coast 00-111-11 Dial 00-111-11; when prompted for calling number, enter 800-544-6666.
Jamaica 0800-858-8920 Number can be dialed directly.
Japan 010-800-544-66666 Number can be dialed directly from preselected fixed IDC, KDD, JT or NTT phones.
0061-010-800-544-66666 IDC: Number can be dialed directly.
001-010-800-544-66666 KDD: Number can be dialed directly.
0041-010-800-544-66666 Japan Telecom: Number can be dialed directly.
0033-010-800-544-66666 NTT: Number can be dialed directly.
Jordan 1-880-0000 Dial 1-880-0000; when prompted for calling number, enter 800-544-6666.
Kazakhstan 8*800-121-4321
(*Wait for the dial tone.)
Dial 8, wait for the second dial tone, dial 800-121-4321; when prompted to enter calling number, enter 800-544-6666.
Korea, Republic of 002-800-544-66666 DACOM: Number can be dialed directly.
001-800-544-66666 KTA: Number can be dialed directly.
008-800-544-66666 ONSE: Number can be dialed directly.
Kuwait N/A Service suspended indefinitely.
Latvia 800-2-288 Dial 800-2-288; when prompted to enter calling number, enter 800-544-6666.
Lebanon Beirut: 426-801 Dial 426-801; when prompted to enter calling number, enter 800-544-6666.
Outside Beirut: 01-426-801 Dial 01-426-801; when prompted to enter calling number, enter 800-544-6666.
Liechtenstein 809-2288 Dial 809-2288; when prompted to enter calling number, enter 800-544-6666.
Lithuania 8*800-900-28
(*Wait for the dial tone.)
Dial 8, wait for the second dial tone, dial 800-900-28; when prompted to enter calling number, enter 800-544-6666.
Luxembourg 0800-4409 Number can be dialed directly.
Macau 0800-111 Dial 0800-111; when prompted to enter calling number, enter 800-544-6666.
Macedonia 99-800-4288 Dial 99-800-4288; when prompted to enter calling number, enter 800-544-6666.
Malaysia 00-800-544-66666 Number can be dialed directly.
Malta 800-901-10 Dial 800-901-10; when prompted to enter calling number, enter 800-544-6666.
Marshall Islands 1-800-225-5288 Dial 1-800-225-5288; when prompted to enter calling number, enter 800-544-6666.
Mauritius 01-120 Dial 01-120; when prompted to enter calling number, enter 800-544-6666.
Mexico 01-800-288-2872 Dial 01-800-288-2872; when prompted to enter calling number, enter 800-544-6666.
If first number does not work: 001-800-462-4240 Dial 001-800-462-4240; when prompted to enter calling number, enter 800-544-6666.
Micronesia (Federated States of) 288 Dial 288; when prompted to enter calling number, enter 800-544-6666.
Monaco 800-90-288 Dial 800-90-288; when prompted to enter calling number, enter 800-544-6666.
Montserrat 1-800-225-5288 Dial 1-800-225-5288; when prompted for calling number, enter 800-544-6666.
Morocco 002-11-0011 Dial 002-11-0011; when prompted to enter calling number, enter 800-544-6666.
Netherlands 00-800-544-66666 Number can be dialed directly.
Netherlands Antilles 001-800-872-2881 Dial 001-800-872-2881; when prompted for calling number, enter 800-544-6666
New Zealand 00-800-544-66666 Number can be dialed directly.
Nicaragua 174 Dial 174; when prompted to enter calling number, enter 800-544-6666.
Norway 00-800-544-66666 Number can be dialed directly.
Pakistan 00-800-01001 Number can be dialed directly.
Palau N/A Service suspended indefinitely
Panama 001-800-858-8920 Number can be dialed directly.
Papua New Guinea N/A Service suspended indefinitely
Paraguay 008-11-800 Dial 008-11-800; when prompted to enter calling number, enter 800-544-6666.
Peru 0-800-50-288
0-800-70-088
Dial either of the two numbers; when prompted to enter calling number, enter 800-544-6666.
Philippines 00-800-544-66666 Number can be dialed directly.
Poland 0*0-800-111-1111
(*Wait for the dial tone.)
Dial 0, wait for second dial tone then 0-800-111-1111; when prompted to enter calling number, enter 800-544-6666.
Portugal 00-800-544-66666 Number can be dialed directly.
Qatar N/A Service suspended indefinitely.
Reunion 0800-99-0011 Dial 0800-99-0011; when prompted to enter calling number, enter 800-544-6666.
Romania 0808-03-4288 Dial 0808-03-4288; when prompted for calling number, enter 800-544-6666.
U.S. Military Bases only: 021-801-0151 Dial 021-801-0151; when prompted to enter calling number, enter 800-544-6666.
Russia Moscow or Saint Petersburg 363-2400 Dial 363-2400; when prompted to enter calling number, enter 800-544-6666.
Other Cities: 8*10-800-110-1011 Dial 8, wait for the dial tone, 10-800-110-1011; when prompted to enter calling number, enter 800-544-6666.
Otherwise: 8*495-363-2400 Dial 8, wait for the dial tone, 495-363-2400; when prompted to enter calling number, enter 800-544-6666.
Saipan 1-800-225-5288 Dial 1-800-225-5288; when prompted for calling number, enter 800-544-6666.
San Marino 800-172-444 Dial 800-172-444; when prompted to enter calling number, enter 800-544-6666.
Saudi Arabia 1-800-10 Dial 1-800-10; when prompted to enter calling number, enter 800-544-6666.
Scotland 00-800-544-66666 Number can be dialed directly.
Senegal 800-103-072 Dial 800-103-072; when prompted for calling number, enter 800-544-6666.
Sierra Leone 1100 Dial 1100; when prompted to enter calling number, enter 800-544-6666.
Singapore 001-800-544-66666 Number can be dialed directly.
Slovakia 0800-000-101 Dial 0800-000-101; when prompted to enter calling number, enter 800-544-6666.
Solomon Islands 0811 Dial 0811; when prompted to enter calling number, enter 800-544-6666.
South Africa 0-800-99-0123 Dial 0-800-99-0123; when prompted to enter calling number, enter 800-544-6666.
Spain 900-93-1175 Number can be dialed directly.
Sri Lanka 430-430 Dial 430-430; when prompted to enter calling number, enter 800-544-6666.
St. Kitts and Nevis 1-800-225-5288 Dial 1-800-225-5288; when prompted for calling number, enter 800-544-6666.
St. Lucia 1-800-225-5288 Number can be dialed directly.
St. Martin 1-800-858-8920 Number can be dialed directly.
St. Pierre and Miquelon 0800-99-0011 Dial 0800-99-0011; when prompted to enter calling number, enter 800-544-6666.
St. Vincent and the Grenadines 1-800-225-5288 Dial 1-800-225-5288; when prompted for calling number, enter 800-544-6666.
Suriname 156 Dial 156; when prompted to enter calling number, enter 800-544-6666.
Sweden 00-020-793-824 Number can be dialed directly.
Switzerland 00-800-544-66666 Number can be dialed directly.
Taiwan 00-800-544-66666 Number can be dialed directly.
Thailand 001-800-544-66666 Number can be dialed directly.
Trinidad & Tobago 1-800-858-8920 Number can be dialed directly.
Turkey N/A Toll-free service suspended indefinitely by the Turkish government. Call collect using 801-534-1910.
Turks and Caicos Islands 1-800-225-5288 Dial 1-800-225-5288; when prompted for calling number, enter 800-544-6666.
Uganda 800-001 Dial 800-001; when prompted to enter calling number, enter 800-544-6666.
Ukraine 8*100-11
(*Wait for the dial tone.)
Dial 8, wait for the second dial tone, dial 100-11; when prompted to enter calling number, enter 800-544-6666.
United Arab Emirates (UAE) 0-800-121 Dial 0-800-121; when prompted to enter calling number, enter 800-544-6666.
U.S. Military Base: 0-800-151 Dial 0-800-151; when prompted to enter calling number, enter 800-544-6666.
United Kingdom 00-800-544-66666 Number can be dialed directly.
Uruguay 000-410 Dial 000-410; when prompted to enter calling number, enter 800-544-6666.
Uzbekistan 8*641-7440010
(*Wait for the dial tone.)
Dial 8, wait for the second dial tone, dial 641-7440010; when prompted to enter calling number, enter 800-544-6666.
Venezuela 0800-100-2186 Number can be dialed directly.
Vietnam 1-201-0288 Dial 1-201-0288; when prompted to enter calling number, enter 800-544-6666.
Yemen N/A Toll-free service suspended.
Zambia 00-899 Dial 00-899; when prompted to enter calling number, enter 800-544-6666.
Zimbabwe 110-98990 Dial 110-98990; when prompted to enter calling number, enter 800-544-6666.

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Interested in becoming a Fidelity customer?

Fidelity representative 800-343-3548

Brokerage accounts, mutual fund accounts, and IRAs

Investment professional 800-544-6666
Retirement representative
Mon.–Fri., 8 a.m. to 8:30 p.m. ET
800-544-4774
Fixed Income specialist
Mon.–Fri., 8 a.m. to 8 p.m. ET
800-544-5372
BillPay® representative 800-544-5703
Fidelity® Cash Management Account representative 800-931-9987
International trading representative
Sun., 7 p.m. to Fri., 4:30 p.m. ET
800-544-2976
Fidelity Automated Service Telephone (FAST®)
Learn more.
800-544-5555
TDD services for the hearing impaired 800-544-0118

Employer-sponsored benefit plans

NetBenefits® representative
For 401(k), 403(b), 457, health plans, pension, and HR/payroll, refer to the phone number provided by your employer.
800-835-5097

529 college savings plan

Fidelity representative 800-544-1914

Portfolio Advisory Services

Fidelity managed account representative
Mon.–Fri., 8 a.m. to 8 p.m. ET
800-544-3455

Charitable planning

Existing Fidelity Charitable accounts
Mon.–Fri., 8:30 a.m. to 8:00 p.m. ET
800-952-4438
New Fidelity Charitable accounts
Mon.–Fri., 8:30 a.m. to 8:00 p.m. ET
800-262-3518

Corporate stock plan services

Fidelity representative
Sun., 5 p.m. to Fri., midnight ET
800-544-9354

Health Savings Account

Fidelity representative
Mon. through Fri., 8:30 a.m. to 8 p.m. ET
800-544-3716

Annuities

Existing annuities
Mon.–Fri., 8 a.m. to 8 p.m. ET
800-634-9361
AnnuityLink® automated service telephone
Mon.–Fri., 8 a.m. to 8 p.m. ET
800-634-9361
New annuities
Mon.–Fri., 8 a.m. to 8 p.m. ET
800-345-1388

Term life insurance

Existing policies
Mon.–Wed., 8 a.m. to 8 p.m. ET
Th–F, 8 a.m. to 5 p.m. ET
888-343-8376
New policies
Mon.–Fri., 8 a.m. to 8 p.m. ET
800-642-6904

Inheritor services

Inheritor Services 800-544-0003
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Additional Account Maintenance Tasks

Personal and Contact Information
CitizenshipLog In Required Update the country of which you are a citizen.
NameLog In Required 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.
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 – Authorized User Changes (PDF) Add, change, or remove authorized users on corporate account(s).
Corporate Account Updates – Ownership Changes (PDF) Add, change, or remove ownership on a corporate account(s).
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 (PDF) 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 & Mailing 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 Compliance Reporting 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 & Restricted Securities Questionnaire Complete a questionnaire to begin using your restricted stock account.
Restricted Stock Income Tax Treatment (Rule 83b) (PDF) Change how income taxes are calculated for restricted securities (Rule 83b).
Restricted Stock Sale (Rule 144) (PDF) Request the sale of restricted stock for corporate executives and insiders who own 10% or more of the stock.
Restricted Stock Sale (Rule 145) Request the sale of restricted securities that were acquired as the result of a merger, acquisition or reclassification.
Stock Plan Services (SPS) Account Activation (PDF) Complete the new account enrollment process for your Stock Plan Services Account (SPS).
Financial Profile
Financial ProfileLog In Required 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 & AffiliationLog In Required 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 VerificationLog In Required 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 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 ElectionsLog In Required 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 (PDF) Complete a form in order to execute a Stock Option Plan, Stock Purchase Plan, Restricted Stock Award, or Restricted Stock Unit transaction.
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Additional Payments & Transfers Tasks

Move Money
Automatic Recurring Transfers Between Eligible Fidelity AccountsLog In Required 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 AccountsLog In Required 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
Electronically Transferring Securities In Transfer securities electronically into your Fidelity account.
Name Mismatch (PDF) Certify your name when transferring assets using the one-and-the-same letter.
Transfer a Fidelity Workplace Plan to a Fidelity IRA Roll over your old Fidelity 401(k), 403(b), or similar plan into a Fidelity IRA.
Transfer 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.
Transfer of Assets into Fidelity Move a non-retirement account from a non-Fidelity recordkept account to a Fidelity account.
Deposits
Deposit Stock Certificates Deposit stock certificates into your Fidelity account.
Recurring Contribution to Retirement AccountLog In Required 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.