The Fidelity.com/login page is the entry point to the secure online platform that offers a variety of services tailored to individual investors, retirement savers, and institutional clients.
Whether you are tracking your investments, adjusting your portfolio, or accessing research and financial tools, this login page allows you to manage everything from one place. To get started, users need to visit fidelity.com/login. The login screen asks for two key pieces of information:
- Username: This is the unique identifier you created when you opened your Fidelity account.
- Password: Your password is associated with the username.
Exclusive Features of Fidelity Account
After logging into your Fidelity account, the user can receive the additional benefits via using the advanced features:
- Portfolio Management: View your portfolio’s performance, recent transactions, and current holdings. You can also analyze your asset allocation, track investments over time, and make changes as needed.
- Account Balances: Check the balances of all your accounts, including brokerage accounts, IRAs, 401(k) plans, and any other Fidelity-managed investment accounts.
- Order Placement: Buy or sell stocks, bonds, mutual funds, ETFs, and options directly from your dashboard.
- Retirement Planning Tools: Fidelity offers robust tools for retirement planning, such as the Retirement Score and calculators to determine how much you need to save for retirement.
- Research & Insights: Access detailed reports, market analysis, and financial news from the Fidelity platform to help you make informed investment decisions.
- Statements & Tax Forms: Download your monthly statements, tax documents, and transaction records for your reference or tax filing.
Register for Fidelity Investments
You will need to create a username and a password. Make sure to choose a secure password that combines letters, numbers, and special characters.
- Go to the Fidelity Website: Visit www.fidelity.com.
- Click “Open an Account”: Look for the “Open an Account” button on the top-right of the homepage and click on it.
- Choose the Account Type: Select the type of account you want to open (e.g., brokerage, IRA, or 401(k)).
- Enter personal information: Fill out your details (name, address, email, Social Security number, etc.).
- Create login credentials: Set up a username and password to log into your account.
- Verify Your Identity: Answer questions to verify your identity and choose how you want to fund your account (bank transfer, wire transfer, etc.).
- Agree to Terms: Review and agree to Fidelity’s terms and conditions.
- Confirmation: Check your email for confirmation, then log in and start using your account.
Before finalizing your account creation, review Fidelity’s terms and conditions, privacy policy, and any other relevant documents. You must agree to these terms to proceed.
After Account Creation:
- Set Up Security Features: Enable Two-Factor Authentication (2FA) to add an extra layer of security to your account.
- Explore Your Dashboard: Familiarize yourself with Fidelity’s interface. Explore the tools and resources they offer, such as research, portfolio management, and retirement planning calculators.
- Start Investing: Fund your account and begin placing orders to buy and sell investments.
How to log in to Fidelity account?
For security reasons, always remember to log out of your Fidelity account when you are finished using it, especially if you are on a shared or public computer.
- To begin, open your web browser and go to the Fidelity login page:
https://www.fidelity.com/login - Enter the unique username that you created when you opened your Fidelity account. If you’ve forgotten your username, you can click on the “Forgot Username” link below the login box for assistance in recovering it.
- Next, enter your Password in the second field. Make sure your password is correct and that Caps Lock is not enabled, as passwords are case-sensitive.
- For added security, Fidelity uses Two-Factor Authentication (2FA). After entering your username and password, Fidelity may prompt you to enter a one-time security code.
- Once you’ve entered your credentials and the security code, click on the “Log In” button.
Benefits of Fidelity Account
- Access to a wide variety of investment choices, including individual stocks, bonds, exchange-traded funds (ETFs), and mutual funds.
- Fidelity offers commission-free trading for stocks and ETFs, which means you can buy and sell without paying high fees.
- Tools to track, rebalance, and analyze your portfolio performance to keep your investments aligned with your financial goals.
- With physical branches across the U.S., you can meet with a representative in person for more personalized help.
- Fidelity is one of the largest and most trusted financial institutions in the world, ensuring your investments are in good hands.
- It offers a Cash Management Account that provides you with features like no-fee ATM withdrawals, check-writing, and cashback rewards.