How to find and secure your Fidelity connection

Fidelity Investments is a long-established wealth management company that offers a variety of investment and financial products, such as employer-sponsored retirement accounts, brokerage accounts, individual retirement accounts, health savings and more. Like most other financial institutions, Fidelity Investments allows customers to log in online or through a mobile app to verify accounts and perform trades and transactions.

Existing Fidelity customers can quickly get their Fidelity connection in just a few simple steps. Whether a connection has not yet been created, credentials have been forgotten, or information needs to be updated, use the corresponding steps below to connect.

How to find a Fidelity connection

To access a Fidelity account online or through the mobile app, a Fidelity customer must have an Account ID. Here’s how existing Fidelity customers can find or create an ID.

Find an existing Fidelity connection

If an account login has already been set up, the username and password can be retrieved by accessing the Fidelity web browser or mobile app and selecting “Forgot username or password?” Next, enter your information and verify your identity to recover username or reset password.

Fidelity customers who already have a login for one of the following Fidelity service channels will use the same login credentials across all channels:

• Fidelity.com
• NetBenefits.com
• Charitablegift.com
• Fidelity Electronic Workspace

Create a new connection for a Fidelity account

Signing up for online or mobile access to a Fidelity account is relatively simple. To set up online access to an existing Fidelity account:

1. Access the Fidelity login screen online or on the Fidelity mobile app.
2. Click or tap “Register Now”.
3. Enter the name, date of birth, and the last four digits of the social security number associated with the account.
4. Follow the prompts to complete the registration process and set up the account username and password.

Once the registration process is complete, the Fidelity account can be accessed online or through the mobile app. These login credentials can be used on all Fidelity service channels associated with the account holder’s social security number.

How to sign in to a Fidelity account

Once an account holder has registered for an online account username and password, those credentials can be used to access Fidelity accounts online, through the Fidelity mobile app. or with the Fidelity automated telephone service. Here’s how to connect to each one.

Signing in to a Fidelity account on a computer

Fidelity account holders can visit Fidelity.com to access the account. Click the “Login” link on the top toolbar to access the login screen and enter the account username and password.

Connecting to a Fidelity account on a mobile device

The easiest way to access a Fidelity account on a mobile device is to use the Fidelity mobile app. Once the Fidelity app is downloaded to a mobile device, a user can launch the app, tap the “Login” link, and enter their username and password to access account information.

Fidelity automated service phone connection

Some Fidelity account information is accessible through Fidelity telephone services. Usernames and passwords containing letters must be entered as numbers into a Fidelity phone system. To enter letters, use the number keys on the phone keypad that correspond to the letters in the user name and password and substitute an asterisk for all special characters.

Ways to secure a Fidelity connection

Fidelity offers the following security features that allow customers to secure their login credentials:

• Security Text Alerts
• Two-factor authentication by SMS or call
• Symantec VIP Access app
• Fidelity MyVoice — phone voice recognition security
• Fidelity SimpliSpeak^SM — voice recognition for devices with a microphone

How to update a Fidelity username or password

Account holders can easily update login credentials if needed. Once a user is logged in, they can visit the “Update your profile” page and update the account username and password in the security settings.

How to recover a forgotten username or password

A forgotten username and password can be recovered as follows:

Recover a password

1. Access the Fidelity login screen online or on the Fidelity mobile app.
2. Click or tap “Forgot username or password?” ” link.
3. Enter the name, date of birth, and the last four digits of the social security number associated with the account.
4. Select the “Reset Password” or “Find Username” option. Fidelity will send an identity verification code to the mobile phone number or email address registered to the account, depending on the verification option chosen.
5. Enter the verification code when prompted on the Fidelity website or mobile app. Retrieve the account username or create a new password when prompted.

Ways to use a Fidelity connection

Once logged into a Fidelity account, whether online or through the mobile app, account holders can view account information and statements, transfer funds, access tax forms and more. The account information viewed and transactions performed vary by account type.

The mobile app can be used to deposit checks into eligible Fidelity accounts.

How to contact Fidelity customer service

Account holders who need help with their login or accounts can contact Fidelity Customer Service in the following ways:

• Live chat with a customer service representative Monday-Friday 8am-10pm EST and Saturday-Sunday 9am-4pm EST
• Call 800-343-3548 any time of day or see Fidelity’s “Contact Us” page for phone numbers and hours of operation for specific account types.
• Chat with a virtual assistant any time of the day

Carry

Whether a user needs to create or find their Fidelity ID, Fidelity only takes a few simple steps to verify an account holder’s identity and provide login credentials. Because most access to Fidelity online accounts allows for the transfer of money and the completion of transactions, once a Fidelity connection is created, account holders must use one or more of Fidelity’s security features to secure account and prevent unauthorized access.

Editorial Note: This content is not provided by Fidelity Investments. Any opinions, analyses, criticisms, evaluations or recommendations expressed in this article are those of the author alone and have not been reviewed, endorsed or otherwise endorsed by Fidelity Investments.