Fidelity Investments Customer FAQ

Top Answers & How-to Guides

What is Fidelity Investments's Phone Number?

The question we are asked most often is about how to talk to Fidelity Investments customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

How Do I Open an Account with Fidelity Investments?

Fidelity Investments is a trusted brokerage firm that helps you plan for retirement by putting your money to work for you today. You...

How Do I Transfer Funds to My Fidelity Investments Account?

Transfer money to your Fidelity Investments account using a few quick methods. Whether you choose a wire transaction or a more timely...
Ask any question you have about Fidelity Investments customer service, get an answer now.

Recent Fidelity Investments Customer Questions

I need a copy of my 2023 RMD amount at year end . I was told it is on my year end summary.

Yes, you're right. Your Required Minimum Distribution (RMD) amount for the year 2023 will be listed on your year-end summary. Fidelity Investments provides this summary at the end of each year, which includes all the financial activities in your account for that year. If you need a copy, you can download it by logging into your account on the Fidelity Investments website and navigating to your "Account Features". Find the "Year-End Summary" link, click on it, and you can then download the summary as a PDF file. The RMD amount will be listed under the retirement account section of the summary.
Asked Apr 5, 2024 1:47 PM

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Transactions and Payments

How Do I Sell Stocks on Fidelity Investments?

Fidelity offers an excellent selection of assets from stocks, ETFs, options to fixed income and cryptocurrency. It also provides a...

How Do I Buy Stocks on Fidelity Investments?

As a trusted Fidelity Investments trader, it's possible to buy stocks with practically any amount of funds. It's a good idea to first...

How Do I Pay My Fidelity Investments Credit Card Bill Online?

Fidelity Investments offers a credit card option to their customers, which they can use to purchase goods and services from millions...

How Do I Activate My Fidelity Investments Card?

If you are a member of Fidelity Investments and have an account with them, you can request a card from them. However, your account...

How Do I Order a New Fidelity Investments Debit Card?

If you are a member of Fidelity Investments, then you can choose to get a debit card. There are exceptions as to which types of accounts...

How Do I Cancel My Fidelity Investments Credit Card?

In summary, you may decide to sign up for a credit card from Fidelity Investments. There are definitely solid reasons for doing so....

How Do I Send a Check to Someone Online Using Fidelity Investments?

You can transfer money online to an individual or institution using Fidelity Investments by sending them a check. There are two ways...

How Do I Transfer Money Online Using Fidelity Investments?

You can transfer money online to and from your Fidelity Investments account in a variety of ways. You can do it directly from the website...

Account Management

How Do I Open an Account with Fidelity Investments?

Fidelity Investments is a trusted brokerage firm that helps you plan for retirement by putting your money to work for you today. You...

How Do I Transfer Funds to My Fidelity Investments Account?

Transfer money to your Fidelity Investments account using a few quick methods. Whether you choose a wire transaction or a more timely...

How Do I Transfer Funds from My Fidelity Investments Account?

Transferring funds from your Fidelity Investments account is vital in managing your finances. Fidelity offers a range of transfer options,...

How Do I Close My Account with Fidelity Investments?

If you no longer want to use your Fidelity Investments account, it's time to close it. The first thing to do is sell all your assets...

How Do I Unfreeze My Fidelity Investments Account?

When your Fidelity Investments account is frozen, you are restricted from conducting any debit transactions using the account. It can...

How Do I Open a Joint Account with Fidelity?

Opening a joint account with Fidelity is a relatively straightforward process, and it is designed to allow two or more individuals To get started, you can visit Fidelity's website and navigate to the investment account section. There, you will find an option for opening a joint account. Fidelity offers different types of joint accounts, such as a Joint Tenants with Rights of Survivorship account or a Joint Tenants in Common account, so it is essential to select the type that best suits the needs of both parties involved. Once you have selected the type of joint account, you will be guided through an online application process. Both account owners will need to provide their respective details and consent to the terms and conditions. After submitting the application, Fidelity may take some time to review and process it. You will be notified once the account is opened. If you have any specific questions or need further assistance during the process, it is a good idea to look for contact information on Fidelity's current webpage. The representatives at Fidelity are well-equipped to guide you through any inquiries you may have about opening a joint account....

Security and Access

How Do I Recover a Hacked Fidelity Investments Account?

Despite your precautions, your Fidelity Investment account was hacked anyway, and now you need to take steps to recover it. Many times,...

How Do I Reset My Fidelity Investments Password?

Every 3 months, you should be updating your Fidelity Investments password to prevent loss of data or money. To update your password,...

How Do I Setup Two Factor Authorization on My Fidelity Investments Account?

As a Fidelity customer, you want to ensure your assets are protected, and setting up two-factor authorization (2FA) is one way to accomplish...

How Do I Reset My Username and Password with Fidelity Investments?

Fidelity Investments is a brokerage platform that allows its users to trade in stocks, exchange-traded funds, mutual funds, and even...

Account Information

What Do I Do If My Fidelity Investments Account Has the Wrong Balance?

If your Fidelity Investments account balance is low, you may be the victim of cybercrime. You should check your transaction history...

How Do I Find My Fidelity Investments Account and Routing Numbers?

Both your account number and routing number can be accessed through the website of the company. Reaching out to customer service for...

How Do I Access My Fidelity Statements Online?

To access Fidelity statements online, users typically need to log in to their Fidelity account on the fidelity.com website. Once logged...

How Do I Configure Alerts for My Account?

To configure alerts for an account with Fidelity Investments, one must first log in to their Fidelity account on the Fidelity website In the Account Alerts section, users will have the option to set various types of alerts based on their preferences. Common alert categories include account activity, trade confirmations, and market updates. Users can specify the criteria for alerts, such as transaction amounts or stock price changes. After setting the desired alerts, it is essential to choose how the notifications will be received. Fidelity generally offers options for email or text message alerts, allowing users to stay informed in real time. It is advisable that users periodically review and update their alert settings as their preferences may change over time. For detailed instructions or specific inquiries, users may refer to the help section on the Fidelity website where helpful resources are available to assist with this process....

Duplicate Questions

How Do I Close My Fidelity Investments Account?

You need an account in order to conduct transactions with Fidelity Investments. How you close your account will depend on the type...

Fees and Investments

What Are the Investment Options Available Through Fidelity?

Fidelity Investments offers a wide range of investment options to cater to various financial goals and risk tolerances. Investors can Fidelity provides access to thousands of mutual funds from various fund families, which allows investors to build a diversified portfolio. Among these options are both actively managed funds and index funds, enabling individuals to select the investment strategy that aligns with their preferences. For those interested in direct stock investment, Fidelity allows individuals to buy and sell shares of publicly traded companies. Investors can also participate in fractional share investing, which makes it easier to invest in high-priced stocks with a smaller amount of capital. In addition to stocks and mutual funds, Fidelity offers a broad selection of ETFs. These funds can provide low-cost diversification and typically track specific indices or sectors. Fidelity manages its own proprietary ETFs, which come with competitive expense ratios. Fixed income assets are another important category, and Fidelity provides a variety of bond options including corporate, municipal, and government bonds. Investors can also explore fixed-income mutual funds and ETFs to diversify their bond holdings. Furthermore, for those seeking alternative investments, Fidelity allows access to more complex instruments such as options and commodities, catering to experienced investors who engage in options trading. In summary, the investment options available through Fidelity are extensive and designed to meet the diverse needs of investors. For further details and to explore specific offerings, it is advisable to visit the current Fidelity website....

What Are the Fees Associated with Fidelity Investments?

Fidelity Investments offers a variety of financial services, and the associated fees can vary significantly depending on the specific However, there may still be fees associated with certain mutual funds, including expense ratios, which are calculated as a percentage of assets under management and typically cover management and operational costs of the fund. In addition, there may be transaction fees for specific mutual funds or other investment products that do not fall under the commission-free structure. For retirement accounts, Fidelity may charge maintenance fees if account balances fall below a specific threshold, although it is worth noting that many of Fidelity's funds and services do not incur these fees. It is always advisable to review the detailed fee schedule for the specific products and services being considered. To find the most current and comprehensive information about fees associated with Fidelity Investments, users can visit the official Fidelity website where this information is typically well-documented....
We look to the Fidelity Investments issues that customers have reported to GetHuman to decide which questions are the most common and how much time to spend researching how to solve them.
Fidelity Investments issues reported to GetHuman
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