Hey investor! Wondering how to go about accessing your Fidelity Investments Account? Worry no more! as this post will show you how to achieve just that irrespective of your account type. What’s more? Fidelity login can be done via your mobile device, computer or the fidelity mobile app. But before I go into detail about that, I’ll like to give a brief introduction about Fidelity for those that are just starting out with fidelity.
Fidelity Investments is an American wealth management company based in Boston, Massachusetts that offers mutual funds, stocks, 401Ks, annuities, ETFs, cryptocurrency as well as investment advice to clients. The company was founded by Edward C. Johnson II in 1946 and its currently being managed by his grand-daughter – Abigail Johnson who presently serves as its CEO. Fidelity has over 50,000 offices worldwide and currently manages over $6.7 trillion in assets. The main services rendered by Fidelity include Investment Management, Brokerage, Financial Planning, and Investment advice.
Fidelity Investments has made sure to make all account types accessible via a single login portal, thus, eliminating confusion. The login portal is accessible to those that have a Fidelity Brokerage Account, savings plan or IRA account. What’s more? The login page also made a provision for new clients tagged the “Fidelity Guest Access” which allows guests to try out tools and resources only available to Fidelity customers for 30 days In order to have a feel about how Fidelity works to know if it’ll be a good fit for their investment goals.
Fidelity Login Guide — Access Your Brokerage Account, IRA or Savings Account
- Head over to www.fidelity.com to start the process.
- Locate the login section on the left corner, then enter your Username and Password in their respective fields
- Next, click on the “Log In” button to access your Fidelity account.
You can access your Fidelity brokerage account, NetBenefits, Charitable Gift Fund℠ accounts, eWorkplace, savings (e.g., 401k, 457, or 403b plan), and personal retirement accounts using this method.
As I mentioned above, you should take advantage of the Fidelity Guest Access first if you’re a new investor wanting to put your investment portfolio on Fidelity before actually making your move. The Fidelity Guest Access gives you almost all the benefits regular Fidelity customers enjoy ranging from resources, advice, tools, etc.
How to Reset Your Fidelity Username or Password
Misplacing or forgetting a login credential is a common occurrence especially if one uses a different login credential for each website one has an account. Thankfully, Fidelity has made a provision for clients to reset their login credentials should they ever misplace the existing one.
To reset your Username or Password, click on the “Need Help Logging In?” link on the login portal to reset your login details. To begin with, you’ll need to verify Your Identity by providing your full name, DOB, and last 4 Digits of your SSN.
If you’re a corporate account holder and you only have a Tax ID Number (TIN), you’ll need to contact the fidelity customer service on 800-544-6666 for assistance.
How to Save your Username on Fidelity.com
It is advisable to ONLY save your login information if you’re accessing your account from your personal account. Otherwise, it’s not a good decision. Follow the guide below to learn how to save your login information on Fidelity.com
- Visit the login section on fidelity.com and tick the “Remember me” option.
- This will immediately remember your Username when next you access the website.
Enroll for Fidelity Guest Access
You can sign up for your 30 days of free Guest Access to enjoy some perks of being a Fidelity customer such as:
- Access to Industry-leading research tools to help you make smarter and more informed decisions.
- Tools such as the Fidelity Income Strategy Evaluator to help you research the gain more insights on bonds, fixed income and CDs.
- Guidance Center
Follow the steps below to enroll for Guest Access:
- Visit the Fidelity Guest Access sign up page, to begin with
- Next, enter your information (e.g., guest ID, name, password, security question & answer) in their respective fields.
- Finally, click on the “Sign Up” button to create your free Fidelity guest account.
Using the Fidelity Automated Service Telephone (FAST®)
You’ll need to convert your Username into numbers when you’re reaching out to a Fidelity representative or using a Fidelity phone system. You can convert the letters to numbers with your telephone keypad.