Fidelity Investments Login: Fidelity Investments is one of the most trusted financial services firms globally, offering a range of investment products like mutual funds, retirement plans, and brokerage accounts.
In this article, we’ll walk you through how to access your account both via the web and the Fidelity mobile app, troubleshoot login issues, and ensure your account is secure.
Why Login to Your Fidelity Investments Account?
Accessing your Fidelity Investments account online gives you full control over your financial portfolio. Some key benefits include:
- Managing your investments: Easily review and rebalance portfolios.
- Access to advanced trading tools: Make trades or adjust orders in real-time.
- Tracking financial goals: Monitor retirement or savings plans.
- Viewing account statements and activity: Stay updated on all your transactions.
How to Login to Fidelity Investments via Web Browser
If you prefer using a desktop or laptop, here’s how to log in via the official Fidelity website:
- Open your web browser and go to www.fidelity.com.
- Click on the “Log In” button at the top right of the homepage.
- Enter your username and password.
- Click “Log In” to access your account.
Troubleshooting Tip:
- Make sure your browser is up-to-date and cookies are enabled to avoid login issues.
How to Login to Fidelity Investments via Mobile App
Prefer using a smartphone? Follow these steps:
- Download the Fidelity App:
- Android: Available on Google Play Store.
- iOS: Available on Apple App Store.
- Open the app and tap on “Log In”.
- Enter your username and password.
- (Optional) Enable biometric login (Face ID or fingerprint) for quicker access.
Note: The mobile app offers all the features available on the web platform, optimized for smaller screens.
Forgot Username or Password? Here’s What to Do
Don’t worry if you forget your login credentials. Here’s how you can recover them:
Forgot Username:
- Click on “Forgot Username” on the login page.
- Enter your email or phone number linked to the account.
Reset Password:
- Click “Forgot Password” on the login screen.
- Follow the instructions sent to your email or phone.
How to Enable Two-Factor Authentication (2FA) on Fidelity
To secure your account, Fidelity offers Two-Factor Authentication (2FA). Here’s how to set it up:
- Log in to your Fidelity account.
- Go to Settings > Security.
- Select Two-Factor Authentication and follow the instructions to link your phone number.
- You’ll now receive a verification code during login for extra security.
Troubleshooting Login Problems
Encountering login issues? Here’s what you can do:
- Incorrect Username or Password: Double-check your credentials or reset your password.
- Browser Issues: Clear your browser cache or try a different browser.
- App Freezing or Crashing: Ensure your app is updated or reinstall it if needed.
How to Stay Secure While Logging In
Keep your account safe by following these tips:
- Avoid phishing links: Only use the official Fidelity website or app to log in.
- Create strong passwords: Use a combination of letters, numbers, and symbols.
- Don’t save passwords on shared devices.
How to Register for a New Fidelity Investments Account
Don’t have an account yet? Here’s how you can register:
- Visit fidelity.com and click on “Open an Account”.
- Select the type of account you want (e.g., brokerage, retirement).
- Provide your personal details, including Social Security Number (SSN).
- Review the terms and submit your application.
How to Log Out Securely
To protect your account, always log out after use:
- Web: Click on your profile icon and select “Log Out”.
- Mobile App: Tap on Settings > Log Out.
Features You Can Access After Login
Once logged in, here are some of the features available:
- Monitor portfolios: Check your current investments and allocations.
- View statements: Download transaction history and account summaries.
- Make trades: Buy or sell stocks, mutual funds, or ETFs.
- Financial planning tools: Track your savings and retirement progress.
How to Contact Fidelity Support for Login Issues
If you still face problems logging in, Fidelity offers several support options:
- Phone: Call Fidelity’s customer service at 1-800-343-3548.
- Live Chat: Available through their website during business hours.
- Help Center: Visit the Fidelity Help & Support page for troubleshooting guides.
Managing Multiple Fidelity Accounts
If you have multiple accounts, you can switch between them easily:
- Log in to your primary account.
- Navigate to Accounts > Switch Accounts.
- Select the account you want to manage.
How to Access Fidelity Investments Abroad
Traveling abroad? Here’s how to access your account safely:
- Use a VPN to maintain secure access from other countries.
- Some features may be limited depending on regional restrictions.
FAQs about Fidelity Investments Login
1. How do I log in to my Fidelity Investments account?
To log in, visit www.fidelity.com and click the “Log In” button at the top right. Enter your username and password, then click “Log In.” You can also access your account using the Fidelity mobile app.
2. What should I do if I forget my username or password?
Click “Forgot Username or Password?” on the login page. Follow the prompts to verify your identity and reset your credentials.
3. Can I enable two-factor authentication for added security?
Yes, Fidelity allows you to set up two-factor authentication (2FA). Go to your profile settings, select “Security Settings,” and follow the instructions to enable 2FA for extra account protection.
4. Why am I experiencing trouble logging in?
Login issues can result from incorrect credentials, browser cache problems, or account lockouts. Try clearing your browser cache, resetting your password, or contacting Fidelity support for assistance.
5. How do I log in using the Fidelity mobile app?
Download the Fidelity Investments app from the App Store or Google Play. Open the app, enter your username and password, and tap “Log In.” You can also enable biometric login, such as fingerprint or facial recognition, for quick access.
6. Is it safe to save my login details on my browser?
While browsers offer to save passwords, it’s safer to use a password manager. Ensure you log out after each session, especially when using public or shared devices.
7. What can I do if my account is locked?
If your account is locked due to multiple failed login attempts, follow the instructions on the lockout message or contact Fidelity’s customer service for support.
8. Can I access multiple accounts under one login?
Yes, if you have multiple Fidelity accounts, you can manage them under the same login credentials. Ensure all your accounts are linked for seamless access.
Conclusion
Accessing your Fidelity Investments account online or through the app ensures that you’re always in control of your finances. Whether you’re monitoring your portfolio, making trades, or reviewing statements, Fidelity’s platforms make everything seamless. Just follow the steps outlined in this guide for a smooth login experience and stay secure with the added layer of two-factor authentication.
References
To enhance the credibility and accuracy of the information provided in the Fidelity Investments Login guide, it is essential to consult reputable sources. Below are some trusted references you can explore for further reading and validation:
- Fidelity Investments Official Website – Visit the Fidelity homepage for official login instructions, troubleshooting tips, and account management options.
- Help and Support – Fidelity Investments – Access the Fidelity Help Center for detailed FAQs, live chat support, and contact information.
- Account Security and Login Assistance – Review their security page to understand best practices for safeguarding your Fidelity account credentials.
These references offer valuable insights, ensuring that users stay informed and can navigate their Fidelity login experience with ease.
