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 for transactions you did not make. You should also lock your account and change the password to protect against further loss. Finally, you must report the problem to a Fidelity Investments customer service representative.
If you logged into your Fidelity Investments account and found that it has the wrong balance, you need to take action fast. After all, it could be the result of theft, and you should secure your account before any more money is stolen from you. There are several things you should do in response to this problem.
Check Your Transaction History
Unless the amount of missing money is so large that the problem can be nothing but theft, the first thing to do is check your transaction history. After all, the error might simply be the result of a transaction you forgot you made or a deposit not hitting your account yet. Look for transactions you don't recognize and did not make yourself.
Lock Your Account
If you believe that the error is the possible result of theft, you need to lock your account right away so that no more electronic transfers can be made. That should protect your account from further loss while everything is sorted out. To lock your account, log in and then go to the security page and follow the instructions there.
Change Your Password
If someone has had access to your account, they also have your password. Change it to keep them from accessing it again. If you can still access your account, go to the password change page, confirm your old password and enter a new one.
If you can no longer access your Fidelity Investments account, the thief may have changed your password to lock you out. In that case, you will have to request a password reset. You will need to provide some personal details and answer a security question. You will also need to choose a number to receive a security code.
The Fidelity Investments Customer Protection Guarantee
Remember, your Fidelity Investments account is protected against cybercrime. The company will reimburse you for any losses you suffered due to unauthorized access.
Contacting Fidelity Investments
You will also need to report this problem to a Fidelity Investments representative. The company has both a phone line and a help forum. However, you should use the phone line for this instead of the help forum, as privacy is required for this conversation.
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