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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
|Understand How Mutual Funds, ETFs, and Stocks Trade||Learn how mutual funds trade compared with exchange-traded funds (ETFs) and stocks.|
|Learn About IRAs||Let us teach you about which IRA may be right for you and how to manage it.|
|Online Security at Fidelity||See how we keep your accounts and information safe.|
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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.
Find the right address to mail your documents, rollover checks, and more.
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