Fidelity Investments Login: Fidelity Investments is a leading financial services provider, offering a range of services such as brokerage accounts, retirement planning, and investment advice.
Logging in to your Fidelity account securely is essential to access your financial data and manage investments.
Benefits of Using Fidelity’s Online Account Access
By logging in to your Fidelity account, you gain access to:
- Real-time portfolio data
- Trade capabilities
- Account management features
- Financial planning tools
- Retirement tracking
This secure online access is designed for convenience, ensuring you can manage your investments and track performance whenever you need.
Preparing to Login
Before logging in, ensure you have:
- Username and Password: These are set up during account registration.
- Two-Factor Authentication (2FA): Fidelity uses 2FA as an added security layer. You may need a mobile phone for authentication.
If you’ve forgotten your username or password, see section 7 on resetting your login credentials.
How to Login to Fidelity Investments on Web
To log in via the Fidelity website, follow these steps:
- Open the Fidelity Website: Go to Fidelity.com.
- Locate the Login Button: In the top-right corner, click on the “Log In” button.
- Enter Your Username and Password: Provide your account credentials in the designated fields.
- Click on “Log In”: After entering your details, click “Log In.”
- Complete Two-Factor Authentication (if enabled): If you’ve enabled 2FA, enter the verification code sent to your registered device.
Troubleshooting Web Login Issues
Common issues:
- Incorrect Password: Double-check for capitalization and accuracy.
- Account Locked: Multiple failed attempts may lock your account; follow the password reset instructions.
- Browser Issues: Clear cache or try a different browser if you experience technical issues.
How to Login to Fidelity Investments on Mobile App
Logging in through the Fidelity mobile app provides easy access to your account from anywhere.
- Download the Fidelity App: Available on both the App Store (iOS) and Google Play Store (Android).
- Open the App: Tap on the Fidelity icon to open the app.
- Tap on the Login Button: Located on the main screen.
- Enter Your Credentials: Input your username and password.
- Enable Biometrics (Optional): If your device supports Face ID or fingerprint login, enable it for faster access.
Compatibility Requirements
- iOS: Requires iOS 13.0 or later.
- Android: Requires Android 6.0 or higher.
Setting Up Two-Factor Authentication for Enhanced Security
Two-Factor Authentication (2FA) is highly recommended for protecting your account.
To enable 2FA:
- Log into Fidelity.com.
- Go to Security Settings.
- Enable Two-Factor Authentication and follow prompts to verify your phone number.
Resetting Your Fidelity Login Password or Username
If you can’t remember your credentials, Fidelity provides a recovery process:
- Go to Fidelity.com.
- Click “Forgot Username or Password?” under the login fields.
- Follow the Prompts: Enter your email or phone number to receive recovery instructions.
Managing Security Questions for Fidelity Login
Security questions provide an added layer of security for your Fidelity account.
To manage these:
- Log into your Fidelity account.
- Navigate to Security Settings.
- Select Security Questions and update them as needed.
Fidelity Login with Face ID and Fingerprint (App Only)
For quicker access, you can enable Face ID or fingerprint login:
- Log in to the app with your credentials.
- Go to Settings and look for “Biometric Login.”
- Enable Face ID or Fingerprint Login to use these methods in future logins.
Checking Login Activity to Detect Suspicious Access
It’s wise to monitor login activity periodically to ensure no unauthorized access has occurred.
- Log into Fidelity.com.
- Go to Security Settings.
- View Recent Login Activity to see if all entries are from recognized devices and locations.
Logging Out Securely
To protect your account, always log out after each session.
- Web: Click the “Log Out” button in the upper-right corner.
- App: Go to settings and select “Log Out.”
Tips for Keeping Your Fidelity Account Secure
- Use strong, unique passwords.
- Enable two-factor authentication.
- Regularly update your security questions.
- Be cautious about using public Wi-Fi to access your account.
Contacting Fidelity Customer Support for Login Help
If you experience login issues, Fidelity customer support is available 24/7:
- Phone: Call Fidelity at 1-800-343-3548 for assistance.
- Live Chat: Available through the Fidelity website during business hours.
FAQs about Fidelity Investments Login
1. How do I log in to my Fidelity Investments account?
To log in, visit the Fidelity Investments website and click on the “Log In” button at the top of the page. Enter your username and password, then select “Log In” to access your account.
2. What should I do if I forgot my Fidelity username or password?
If you’ve forgotten your login details, go to the Fidelity login page and click “Forgot username or password?” Follow the prompts to recover or reset your information securely.
3. Why am I having trouble logging into my Fidelity account?
Common login issues may stem from using an outdated browser, incorrect login details, or security settings. Ensure your browser is up-to-date, check your username and password, and clear your browser’s cache if needed.
4. Is there a mobile app for Fidelity Investments login?
Yes, Fidelity offers a mobile app available for iOS and Android devices. Download it from your app store, open the app, and enter your username and password to log in.
5. How can I secure my Fidelity login?
For enhanced security, enable two-factor authentication (2FA) in your account settings. Also, avoid sharing your login details and use a strong password.
6. Can I access multiple Fidelity accounts with one login?
Yes, if you have multiple accounts with Fidelity, you can access them with a single username and password. Contact Fidelity support if you need help linking accounts.
7. How can I contact Fidelity for login assistance?
If you’re facing persistent login issues, contact Fidelity’s customer service via their website or call the support number provided on the login page for quick assistance.
These FAQs should help ensure a seamless login experience with Fidelity Investments while keeping your account secure.
Conclusion
Logging in to your Fidelity Investments account via web or app is a simple process that allows you to manage your investments securely and efficiently. By following these steps and taking advantage of security features, you can access your account anytime with peace of mind. Always keep your security settings updated and monitor account activity for the best experience.