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Fidelity Investments Customer FAQ

Top Answers & How-to Guides

What is Fidelity Investments's Phone Number?

The question we are asked most often is about how to talk to Fidelity Investments customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

How Do I Open an Account with Fidelity Investments?

Fidelity Investments is a trusted brokerage firm that helps you plan for retirement by putting your money to work for you today. You...

How Do I Transfer Funds to My Fidelity Investments Account?

Transfer money to your Fidelity Investments account using a few quick methods. Whether you choose a wire transaction or a more timely...
Ask any question you have about Fidelity Investments customer service, get an answer now.
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Recent Fidelity Investments Customer Questions

I need a copy of my 2023 RMD amount at year end . I was told it is on my year end summary.

Yes, you're right. Your Required Minimum Distribution (RMD) amount for the year 2023 will be listed on your year-end summary. Fidelity Investments provides this summary at the end of each year, which includes all the financial activities in your account for that year. If you need a copy, you can download it by logging into your account on the Fidelity Investments website and navigating to your "Account Features". Find the "Year-End Summary" link, click on it, and you can then download the summary as a PDF file. The RMD amount will be listed under the retirement account section of the summary.
Asked Apr 5, 2024 1:47 PM

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Trading

How Do I Sell Stocks on Fidelity Investments?

Fidelity offers an excellent selection of assets from stocks, ETFs, options to fixed income and cryptocurrency. It also provides a...
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How Do I Buy Stocks on Fidelity Investments?

As a trusted Fidelity Investments trader, it's possible to buy stocks with practically any amount of funds. It's a good idea to first...
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Account Management

How Do I Open an Account with Fidelity Investments?

Fidelity Investments is a trusted brokerage firm that helps you plan for retirement by putting your money to work for you today. You...
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How Do I Close My Account with Fidelity Investments?

If you no longer want to use your Fidelity Investments account, it's time to close it. The first thing to do is sell all your assets...
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How Do I Recover a Hacked Fidelity Investments Account?

Despite your precautions, your Fidelity Investment account was hacked anyway, and now you need to take steps to recover it. Many times,...
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How Do I Reset My Fidelity Investments Password?

Every 3 months, you should be updating your Fidelity Investments password to prevent loss of data or money. To update your password,...
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How Do I Reset My Username and Password with Fidelity Investments?

Fidelity Investments is a brokerage platform that allows its users to trade in stocks, exchange-traded funds, mutual funds, and even...
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How Do I Unfreeze My Fidelity Investments Account?

When your Fidelity Investments account is frozen, you are restricted from conducting any debit transactions using the account. It can...
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How Do I Close My Fidelity Investments Account?

You need an account in order to conduct transactions with Fidelity Investments. How you close your account will depend on the type...
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How Do I Activate My Fidelity Investments Card?

If you are a member of Fidelity Investments and have an account with them, you can request a card from them. However, your account...
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Funds Transfer

How Do I Transfer Funds to My Fidelity Investments Account?

Transfer money to your Fidelity Investments account using a few quick methods. Whether you choose a wire transaction or a more timely...
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How Do I Transfer Funds from My Fidelity Investments Account?

Transferring funds from your Fidelity Investments account is vital in managing your finances. Fidelity offers a range of transfer options,...
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How Do I Transfer Money Online Using Fidelity Investments?

You can transfer money online to and from your Fidelity Investments account in a variety of ways. You can do it directly from the website...
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Security

How Do I Setup Two Factor Authorization on My Fidelity Investments Account?

As a Fidelity customer, you want to ensure your assets are protected, and setting up two-factor authorization (2FA) is one way to accomplish...
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Account Information

What Do I Do If My Fidelity Investments Account Has the Wrong Balance?

If your Fidelity Investments account balance is low, you may be the victim of cybercrime. You should check your transaction history...
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How Do I Find My Fidelity Investments Account and Routing Numbers?

Both your account number and routing number can be accessed through the website of the company. Reaching out to customer service for...
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How Do I Pay My Fidelity Investments Credit Card Bill Online?

Fidelity Investments offers a credit card option to their customers, which they can use to purchase goods and services from millions...
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How Do I Send a Check to Someone Online Using Fidelity Investments?

You can transfer money online to an individual or institution using Fidelity Investments by sending them a check. There are two ways...
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Card Management

How Do I Order a New Fidelity Investments Debit Card?

If you are a member of Fidelity Investments, then you can choose to get a debit card. There are exceptions as to which types of accounts...
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How Do I Cancel My Fidelity Investments Credit Card?

In summary, you may decide to sign up for a credit card from Fidelity Investments. There are definitely solid reasons for doing so....
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We look to the Fidelity Investments issues that customers have reported to GetHuman to decide which questions are the most common and how much time to spend researching how to solve them.
Fidelity Investments issues reported to GetHuman
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