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Common account maintenance tasks
|Address||Updating your mailing, legal, or seasonal address|
|Authorized Access||Authorizing varying levels of access to your accounts (Inquiry Access, Limited Trading Authority, Full Trading Authority, and Power of Attorney)|
|Beneficiaries||Establishing the recipients of your assets in the event of your death|
|Updating the email address associated with your account(s)|
|Password||Changing the string of characters used to access your account(s)|
|Phone Number||Updating the phone number associated with your account(s)|
|Statement Delivery Preference||Selecting your preferred method(s) for receiving communications (i.e., email vs. regular mail) from Fidelity|
Common payments & transfers tasks
|Bank Wire||Providing instructions for transferring money in and out of Fidelity using bank wires|
|BillPay||Paying bills online from your Fidelity account|
|Checkwriting||Adding the checkwriting feature to your Fidelity account|
|Deposit a Check||Depositing a check into your Fidelity account|
|Direct Deposit||Providing instructions to enable electronic deposit(s) into your Fidelity account|
|Fidelity ATM/Debit Cards||Requesting an ATM/debit card for your Fidelity account(s)|
|Fidelity Credit Cards||Applying for a Fidelity branded credit card|
Common brokerage & trading tasks
|Active Trader Pro® (ATP)||Downloading or accessing Fidelity's Active Trader Pro platform|
|Cost Basis||Updating the purchase price of your securities to determine capital gain or loss|
|Initial Public Offerings (IPOs)||Participating in and/or researching Initial Public Offerings|
|Options Trading||Enabling the ability to buy/sell option contracts5|
|Purchase Fixed Income Securities||Offering investors the opportunity to purchase new issue and secondary fixed income products|
|Real-Time Quotes||Obtaining real-time quotes for domestic and internationally traded stocks and other securities|
|Trading on Margin||Setting up the ability to borrow from Fidelity against your holdings|
Waiting for your tax forms? We've got the schedule.
Wondering how to read your tax statements?4 We have guides that provide useful information.
Looking for savings on TurboTax®? We're pleased to offer a special discount.
Need help determining your cost basis? We'll share basic principles.
Want to calculate or manage your minimum required distributions (MRDs)? We can remove some of the guesswork.
Representatives are standing by to help, any time of the day or night
|Open an account and general questions||800-343-3548|
|Personal accounts (e.g., brokerage, IRA)||800-544-6666|
|Employer-sponsored benefit plans||800-835-5097|
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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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