When it comes to investing and growing our wealth, we can find that Fidelity is a prominent player. But when it comes to finances, it is very important to protect the users’ sensitive information, which is why, if you want to access your fidelity account, you would require a secure login process.
In this article, we are going to learn about the login process on Fidelity. So, whether you are someone who is looking to create a new account on Fidelity, or you are an existing user who wants guidance, this article will help you with a step-by-step guide, so that you can successfully login to your Fidelity Account.
Fidelity Login Help and FAQ
When you follow the below given set of instructions, and also implement the mentioned security measures, you can ensure a secure login experience, which would allow you to monitor your investments, and have control of your finances.
So, let’s get into the details of how to log in to Fidelity.
Registering for a Fidelity account
Well, if you don’t have a Fidelity Account already, you would need to create one. The procedure is really simple. You just need to follow the below-given steps, and by the end, you should be ready with your Fidelity Account.
- Open Your Browser.
- Navigate to the official Fidelity website, which can be found at https://www.fidelity.com/
- When you are on the website, you can find the option which says “Open An Account”. You have to click on that.
- Once you click on the “Open An Account” button, you can see several options, or account types, like Retirement IRA’s Investment and Trading account, or spending and saving account, etc. You have to select an appropriate option based on your requirements.
- After that, you might be asked again, that if you are an existing Fidelity customer(you have to select yes if you already have a brokerage, IRA, 401(k), or other Fidelity Account. Otherwise, select No. You will see the procedure at the bottom of that page, along with the next button, on which you have to click.
- After that, you have to fill in your personal details, like full name, SSN, date of birth, country, mobile number, and email address, along with your address details.
- After you have entered your personal details, the next step comes to set up your username and password. You should make sure that the password is strong enough, and you should remember, or store your credentials somewhere secure.
- There may be some additional security layers that you might want to set up, like security questions, or 2FA, so follow that accordingly.
- Make sure to review your application before you submit it.
- Please note that when you provide your personal details to Fidelity, they would need to verify the information, before they confirm your account.
So, following the above steps, you should be ready with your Fidelity account. If you feel stuck at any moment, you can do a quick Google search, or read the instructions carefully to understand what you need to do. But when opening an account, it is advised to enter the information carefully and make sure that you don’t enter any false information.
How to register for a Fidelity account through mobile?
If you are using a mobile phone for registering to Fidelity, you can either use a browser, or even the Fidelity application, to register for an account. Follow the simple steps to register for a Fidelity account through mobile –
- Open your browser and navigate to https://www.fidelity.com/, or download the Fidelity Application for your device.
- Then you have to search for the option ‘Open an Account’, and click on that.
- Once you click on the “Open An Account” button, you can see several options, or account types, like Retirement IRA’s Investment and Trading account, or spending and saving account, etc. You have to select an appropriate option based on your requirements.
- After that, you might be asked again, that if you are an existing Fidelity customer(you have to select yes if you already have a brokerage, IRA, 401(k), or other Fidelity Account. Otherwise, select No. You will see the procedure at the bottom of that page, along with the next button, on which you have to click.
- After that, you have to fill in your personal details, like full name, SSN, date of birth, country, mobile number, and email address, along with your address details.
- After you have entered your personal details, the next step comes to set up your username and password. You should make sure that the password is strong enough, and you should remember, or store your credentials somewhere securely.
- There may be some additional security layers that you might want to set up, like security questions, or 2FA, so follow that accordingly.
- Make sure to review your application before you submit it.
- Please note that when you provide your personal details to Fidelity, they would need to verify the information, before they confirm your account.
Following the above steps, you can use your mobile phone to register for your Fidelity account.
How to log in to Fidelity?
Let’s say that you have successfully created your Fidelity Account, or you already have a Fidelity account, and you need to access it. So, this is the step-by-step guide on how you can log in to your Fidelity Account. There are some things that you need, like an internet connection, and your credentials Fidelity, which you are going to use for login.
How to log in to Fidelity using Browser?
- Open Your Browser, and navigate to the official Fidelity website, which can be found at https://www.fidelity.com/ (or you can also get the app)
- On the website, you can find an option that says ‘Login”. You have to click on that.
- After that, you are redirected to the login page. Here, you need to enter your username and password, and just hit the Login button. If in case if you forgot your username or password, you can find the option below for forgot username or password. You can follow the procedure and reset it.
Following the above set of simple procedures, you should be able to login into your fidelity account. If in any way, you are not able to login to your Fidelity account, you should cross-check the credentials that you are entering, or quickly do a related Google search, or you can also contact them.
How to log in to Fidelity using Mobile App?
If you are trying to log in to your Fidelity account through mobile applications, you should be using the below-given instructions for logging into your Fidelity account.
- If you don’t have the app, you can download it. (for that, you need to follow the instructions available on the fidelity website)
- Once you have the application, you have to open it, and you can find the option to log in. You have to select that.
- After that, you have to follow the simple instructions, and just enter your credentials, which would allow you a secure login to your Fidelity account.
Well, you can make use of a browser, or even a mobile application to access your Fidelity account. If you are using a browser, it is advised to bookmark the website, so that you can next time quickly navigate to the website through the bookmarks. This will allow you to access the website with a single click.
In case you forget the username or password
It is important for us, to remember or store the credentials of our Fidelity account, so as to be able to access our Fidelity account. But if in case you lost your fidelity account username or password, you don’t need to panic. We have ways to get you to access your account back.
When you try to log in to Fidelity, you can find the option which says “forgot username or password”. So, you have to click on that option. After that, as an existing customer, you will have to enter your personal details for verification. Once your identity is verified, you can follow the simple instructions provided to reset your password or retrieve your username.
Best practices for security of Fidelity account
Well, ensuring the security of your Fidelity Account is very important, and should be a top priority. Here are some of the best practices that you can follow, so as to make sure that your Fidelity account and your sensitive information are safe.
- Use a very strong password.
- Enable 2-Factor Authentication(2FA)
- Be Cautious of the phishing attack.
- Keep the apps updated.
- Be cautious when you are using public Wi-Fi
- Protect your personal devices.
By following the above-mentioned security measures, you can make sure that your Fidelity account is safe, and so is your sensitive information. It is very important that your fidelity account should be safe. This is supposed to be a top priority.
Conclusion
In this article, we saw how can we log in to our Fidelity account. The procedure is very simple, and following the given steps, you can easily log in to your Fidelity account. Note that if you don’t have a Fidelity account already, you would have to create one first, for which, we have discussed the procedures already.
You should also follow some security measures, so as to make sure that your Fidelity account remains secure.
FAQ related to Fidelity Login
Ans: It’s simple to create a Fidelity Account. You can use a Mobile application, or website, to set up your Fidelity account. You just need to navigate to the website or the application and find the option for opening an account. After that, you have to follow simple steps and provide your personal information, so that your account can be verified and created.
Ans: Firstly, you don’t need to panic if this happens. It can happen to anyone. When you move to the login page, you can find the option which says “forgot username or password” You can click on that, verify your identity as an existing customer, and follow simple instructions, and you can retrieve your username, or reset your password. But it is advised to remember your credentials.
Ans: Well, if you want to reset your Fidelity password, you should just go to the login page, click on Forgot username or password, and then follow simple steps to reset the password. Make sure to keep a strong password, and remember it.
