Welcome! How can we help you today?
Popular tax topics to review for tax season
|Tax Form Availability||Review the tax form schedule to see when your tax forms will be available online.|
|Tax Form LinksLog In Required||See your available tax forms online.|
|Year-to-Date Tax InformationLog In Required||Review your year-to-date tax information for your brokerage accounts.|
|Tax Statement Guides||Learn about the tax forms we send and what’s reported on each form.|
|TurboTax®||Take advantage of our offer to save up to $20 off TurboTax®—either the online or desktop version.|
|IRA Contributions||Learn about this year's contribution limits and deadlines.|
|Capital Gains and Cost Basis||Learn the basic principles behind reporting this information.|
Need more tax help? See our Taxes overview page for additional resources.
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 Authority, Full 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).|
|Passwords||Reset, change, or create 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.|
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.
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.