Manage Your Accounts
- Update Your Profile (Log In)
- Username/Password, E-Mail & mailing address, mail preferences, beneficiaries
- Find a Form
- Frequently requested forms, transfers, account features
- Manage Account Features (Log In)
- Automatic investments, direct deposits, order checks, bank transfers, bill payment
Contact Us
Frequently Asked Questions
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We've enhanced the Portfolio Positions page to simplify navigation and give you more control over how information is displayed.
Click here for more information.
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On Portfolio Summary, select Contribute to an IRA from the dropdown menu to get to the Transfer Money / Shares page. The amount you've withdrawn in the current year is detailed here.
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To transfer money online between your bank and your Fidelity account you must initiate an electronic funds transfer (EFT).
For employer sponsored accounts, your plan may offer the ability to set up bank account information for loan or withdrawal payments. To see if you are eligible and for details on how to set up bank information, log in to the Electronic Payments section of your employer sponsored account.
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To protect your information and assets, Fidelity employs extensive physical, electronic, and procedural security controls, regularly adapting them as technology and threats evolve. Although we cannot fully disclose all of our tactics, you can learn more about the steps Fidelity is taking to keep your account information secure, as well as what you can do to further protect yourself.
