How to Find and Use Your Fidelity Login

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

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

How To Find a Fidelity Login

To access a Fidelity account online or via the mobile app, a Fidelity customer must have an account login. Here is how existing Fidelity customers can find a login or create one.

Finding an Existing Fidelity Login

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

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

  • Fidelity.com
  • NetBenefits.com
  • Charitablegift.com
  • Fidelity eWorkplace

Creating a New Login for a Fidelity Account

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

  1. Go to the Fidelity Login screen online or on the Fidelity mobile app.
  2. Click or tap “Register Now.”
  3. Enter 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 via the mobile app. These login credentials can be used across all Fidelity service channels associated with the account holder’s Social Security number

How To Log In to a Fidelity Account

Once an account holder has registered for an online account username and password, these credentials can be used to access Fidelity accounts online, via the Fidelity mobile app or with Fidelity Automated Service Telephone. Here is how to log in to each of these.

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Logging Into a Fidelity Account on a Computer

Fidelity account holders can visit Fidelity.com for account access. Click the “Log In” link in the top toolbar to access the login screen and enter the account username and password. 

Logging Into a Fidelity Account on a Mobile Device

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

Logging Into the Fidelity Automated Service Telephone 

Some Fidelity account information can be accessed using Fidelity’s telephone services. Usernames and passwords containing letters must be entered as numbers in a Fidelity phone system. To enter letters, use the numeric keys on the phone keypad that correspond to the letters in the username and password and substitute an asterisk for all special characters.

Ways To Secure a Fidelity Login

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

  • Security text alerts
  • Two-factor authentication by text or call
  • Symantec VIP Access app
  • Fidelity MyVoice — voice recognition security by phone
  • Fidelity SimpliSpeakSM — voice recognition for microphone-enabled devices
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How To Update a Fidelity Username or Password 

Account holders can easily update login credentials as necessary. Once a user is logged in, they can visit the “Update Your Profile” page and update the account username and password in Security Settings.

How To Retrieve a Forgotten Username or Password

A forgotten username and password can be retrieved as follows:

Retrieving A Password

  1. Go to the Fidelity Login screen online or on the Fidelity mobile app.
  2. Click or tap the “Forgot username or password?” link.
  3. Enter name, date of birth and the last four digits of the Social Security number associated with the account.
  4. Select either the “Reset Password” or “Lookup Username” option. Fidelity will send an identity verification code to the mobile number or email on file for the account, depending on the verification option chosen.
  5. Enter the verification code when prompted on the Fidelity website or the mobile app. Retrieve the username for the account or create a new password as prompted.

Ways To Use a Fidelity Login

Once logged in to a Fidelity account, whether online or via the mobile app, account holders can view account information and statements, transfer funds, access tax forms and more. The account information accessed and transactions performed will 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 assistance with their login or accounts can contact Fidelity customer service in the following ways:

  • Live chat with a customer service representative Monday through Friday 8 a.m. to 10 p.m. EST and Saturday through Sunday 9 a.m. to 4 p.m. EST
  • Phone at 800-343-3548 any time of day, or see the Fidelity “Contact us” page for the phone numbers and hours for specific account types
  • Chat with a Virtual Assistant any time of day

Takeaway

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

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

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About the Author

Andrea Norris has been in the web publishing business for the past 15 years both as a content contributor and a copy editor specializing in personal finance, frugal living, home and auto topics. She writes both short and long-form content and is well-practiced in SEO keyword research and writing.
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