About Inquiry Access
 
Account Features
 
Inquiry access authorizes another person to view your account information. Access must be established online and may only be granted when the following conditions are met:
The person is an individual and not a corporation, trust, or other entity
The person is an owner, trustee, custodian, fiduciary, or a joint beneficial owner of a Fidelity mutual fund or brokerage account otherwise accessible through this site and Fidelity has their Social Security number on file
Inquiry access is not available for Fidelity NetBenefits® accounts (e.g., 401(k), 403(b), 457), Charitable Gift accounts, annuity contracts, and accounts held through a financial intermediary.
Change Account Access Rights for an account.
 
 

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