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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.|
|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.|
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.|
Here's what our customers are talking about
|Fidelity Account Statements||Here's what's new on your Fidelity account statements.|
|Investing in Volatile Markets||Navigate choppy market conditions using our six strategies.|
|What’s Next for Interest Rates?||Get our latest thinking on the market, the outlook for rates, and investment strategies.|
|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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