To Our Valued Clients:
For more than 70 years, Fidelity has lived by a core value—to always act in the best interest of our clients. This lasting value guides us during this challenging time. As the coronavirus (COVID-19) and the related market volatility continue to evolve, I want you to know that everyone at Fidelity is completely committed to helping you with all your financial service needs. Serving our clients and supporting our associates who help you are our top priorities. We know many clients want to be able to connect with us digitally or by phone, so we are taking extra steps to be responsive to your needs.
You can perform all common transactions digitally at our customer service page which provides you with easy access to complete these tasks:
- View account information, see transaction history, and edit your personal profile
- Open a new account or contribute to an existing account
- Transfer funds between your Fidelity accounts
- Download tax forms
- Place a trade
- Contribute to an IRA
Transactions can also be completed on the Fidelity Mobile® App, including depositing checks on-the-go: Take a photo of a check to make deposits directly into your Fidelity account.
Keeping you informed
We are ensuring that our financial professionals are available to serve you by phone by creating as much additional capacity as possible to help. With high demand, we are seeing record levels of client interactions. Our associates are working incredibly hard to help you as quickly as possible, and we ask for your patience if there are wait times.
We are also taking proactive steps to keep you informed of market events and provide you with our timely insights as new developments occur. Our latest perspectives can be found here.
Promoting health and safety for everyone
The health and safety of our clients and associates is most important. Our Investor Centers are currently open with enhanced cleaning routines, following best practices; however, we encourage you to consider a phone-based appointment. As we continue to monitor the situation, we may temporarily transition all client service to digital channels and phone. You can find the latest information about your local Investor Center here.
On behalf of everyone at Fidelity, I want to thank you for being a valued client.
Abigail P. Johnson
Chairman and CEO