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Make a transfer
Deposit, withdraw, or transfer money to and from your Fidelity accounts, or transfer an account to Fidelity.
Track transfers and activity
Monitor your transfers and account activity and search previous transactions.
Edit your profile
Update personal information, including your name, address, and phone number, and manage your communication preferences.
Manage bank accounts
Link a new bank, add bank wire details, or manage banks you’ve already linked to your Fidelity accounts.
Manage your beneficiaries
Keep your beneficiaries up to date to ensure your assets end up in the right hands.
Reset username or password
Answer a few questions to reset your username or password if you’re locked out of your account.
Find forms
Easily access our most popular forms, or search through a complete list; most forms can be completed online.
Share your screen
Allow a Fidelity representative to view your Fidelity web pages to help troubleshoot a problem.
Edit your profile
Update personal information, including your name, address, and phone number, and manage your communication preferences.
Reset username or password
Answer a few questions to reset your username or password if you’re locked out of your account.
Manage bank accounts
Link a new bank, add bank wire details, or manage banks you've already linked to your Fidelity accounts.
Manage your beneficiaries
Keep your beneficiaries up to date to ensure your assets end up in the right hands.
Manage account ownership
Add, remove, or change account owners due to a life event (e.g., marriage, divorce, death).
Manage security settings
Enable 2-factor authentication, place your accounts into lockdown, and manage account access by third-party apps and sites.
Report suspicious activity
Take action if you’ve received a suspicious email or are concerned your account might be compromised.
Deposit, withdraw, or transfer money
Transfer money to and from your Fidelity accounts, or initiate a deposit or withdrawal.
Transfer an account to Fidelity
Transfer all or part of an account, including stocks, bonds, and mutual funds.
Track transfers and activity
Monitor your transfers and account activity and search previous transactions.
Manage recurring transfers
Easily save, invest, and provide cash for everyday spending by scheduling regular transfers to and from your accounts.
Manage bank accounts
Link a new bank, add bank wire details, or manage banks you've already linked to your Fidelity accounts.
Contribute to an IRA
Make a contribution to your IRA, or learn how to get the most out of your contributions.
Withdraw from an IRA
Withdraw from your IRA, or learn about the way the IRS treats your withdrawal based on your age and other factors.
Calculate your RMD
Use this tool to calculate your required minimum distribution (RMD) for the year.
Find the right support for you
Ask our Virtual Assistant
Our Virtual Assistant can help you with a variety of common questions and tasks, 24/7. If you would like additional assistance, it can also connect you to a representative.
Speak with a representative via phone
If you prefer to speak with a representative on the phone, you can give us a call 24/7.
Connect with a live representative
Get specialized support via online chat for your accounts or technical issues.
Monday through Friday: 8 a.m.–10 p.m. ET
Saturday and Sunday: 9 a.m.–4 p.m. ET.
Get help with crypto
Visit the crypto help desk to get answers to your questions, find resources, and learn how crypto trading works at Fidelity.
Get support using social
View and post to Fidelity's r/fidelityinvestments for answers to your questions.
Go to Reddit
Ask a question in the comments on any Instagram post or via direct message @fidelity.
Go to Instagram
Post your question or topic and mention @fidelity to connect with us on X (Twitter).
Go to X (Twitter)