How to Login to Fidelity

Fidelity Financial Services was formed in 1946 as Fidelity Management & Research Company. Innovative and forward thinking they launched the first money market fund to offer a check writing feature in 1974 as the Fidelity Daily Income Trust. At Fidelity login you can access all the products and services that are offered including IRAs, which they began offering in 1975.

Today Fidelity offers a full line of investment and retirement instruments all available online through the Fidelity login. The services Fidelity offer to the individual include:

  • Financial Advisor Services
  • Retirement Counseling and Instruments
  • Investment Products for Individuals and Families

Fidelity provides retirement and financial planning options to individuals and families. The kinds of products they sell include annuities, IRAs, brokerage and cash management products, managed accounts, and college savings accounts among others. Fidelity serves more than 25 million individual or family investors.

Workplace Investing

Many Fidelity customers invest through their workplace programs rather than through individual Financial Planners. Fidelity offers employers benefit programs that they can then offer to their employees. The employer gets the benefit of Fidelity’s services such as record-keeping, defined contributions, investments, defined benefits, stock plan services and health & welfare services. These services can be accessed through the Fidelity login.

More than one third of the Fortune 500 companies and more than 8,000 small businesses – adding up to over 20,000 employers- offer these benefits for their employees through Fidelity Services.

Fidelity Login: How to Safely Sign in to Your Fidelity Online Account?

Please, follow the steps below in order to securely access your Fidelity account online:

  1. Go to https://login.fidelity.com/ftgw/Fidelity/RtlCust/Login/Init
    fidelity login form
  2. Enter your user name.
  3. Enter your password.
  4. Access your account.

How to Process Fidelity Login on an Android Device?

You must have an online account to use the Android mobile app.

  1. On your Android phone go to the Play Store and download Fidelity Android app here: https://play.google.com/store/apps/details?id=com.fidelity.android&hl=en
  2. Choose Fidelity Investments and click on it. The app will come up.
  3. Click on Install.
  4. After the app installs click on OPEN.
  5. Click on Agree to sign the user agreement.
  6. You can read through the info on the app or click on Skip at the bottom of the page.
  7. You can choose newsletter feeds you would like to receive on this page.
  8. Click on Log In.
  9. The app will ask for your User ID and Password. These are the same as you enter at the Fidelity login site. On this same page, you can choose to click the box to save your username if desired
  10. Your accounts will display. Choose the account you wish to review.

Fidelity Investments on iPhone – How to Login?

Please, make sure that your iPhone is updated to the latest iOS version, then proceed with these steps:

  1. On your iPhone go to the app store – iTunes – and download Fidelity iPhone app here: https://itunes.apple.com/us/app/fidelity-investments/id348177453?mt=8
  2. Click on Install.
  3. Click on Open
    fidelity login on iphone
  4. Enter your User Name
  5. Enter your Password On this same page, you can choose to click the box to save your username if desired
  6. Click Log on and you will be taken to your account.

How to Reset Your Fidelity Password?

Here is what you need to do if you have forgotten your password:

  1. Go to https://login.fidelity.com/ftgw/Fidelity/RtlCust/Login/Init
  2. On to Need Help Logging On and click on Having Trouble with Your Username or Password?
  3. Enter your name.
  4. Enter your date of birth.
  5. Enter the last 4 numbers of your Social Security Number.
  6. Continue.
  7. Your will receive a notice that says your account was found and click on Change Password.
  8. You will then be asked a security question that you entered when setting up your account. If you answer correctly you will be taken to page where you can reset your password.
  9. Confirm your new password.
  10. Enter and Log in.
  11. You will be taken to your accounts.

Enrolling in Fidelity Online

To enroll in Fidelity and take advantage of the Fidelity login you must have a Fidelity account of some kind, either personally or through a workplace program.

  1. Go to https://login.fidelity.com/ftgw/Fidelity/RtlCust/Login/Init
  2. Click on New User? Register Now.
  3. Enter your name.
  4. Enter your date of birth.
  5. Enter the last 4 numbers of your Social Security Number.
  6. Continue.
  7. Choose a User Name.
  8. Choose a Password.
  9. Enter an email address.
  10. Complete all items on the enrollment and security form.
  11. Sign the Consent.
  12. Access your Account.

Fidelity Customer Service Information

For general and account-specific questions, please dial 800-343-3548.
For Employer-sponsored benefit plans, please dial 800-835-5097.

You may also send a secure message via official Fidelity channel here: https://servicemessages.fidelity.com/ftgw/amtd/email/init

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