Customer Service Account features and management
Customer Service Account features and management Fidelity Go
We're proud of the trust you place in Fidelity and want to ensure that you have peace of mind when doing business with us. That's why we offer this customer protection guarantee: We will reimburse you for any financial losses that result from unauthorized activity on your accounts.*
Send documents, communicate with your Fidelity advisor, and resolve needs that are not time-sensitive.
Get fast, secure, and free online access to your important documents instead of paper delivery.
Set and manage alerts you receive via email, text, and push notification, including watchlists for trading.
View or download up to 10 years of your monthly, quarterly, or annual statements. * Fidelity Customer Protection Guarantee does not alter any agreements that you have with Fidelity and is offered under the laws of Massachusetts. Check back here for updates, which are effective as of the publication date. FMR LLC 2015. Fidelity's Virtual Assistant uses advanced technology and artificial intelligence to help with frequently asked questions and to enhance your digital experience. It is designed to be both anticipatory and responsive based on your search terms, information you enter in reply to the Virtual Assistant's questions, and your account and other information on file with Fidelity. Fidelity does not guarantee accuracy of the Virtual Assistant's responses or alignment of its suggestions with your intended purpose. The Virtual Assistant does not recommend the purchase or sale of specific securities or digital assets. While it may offer educational information, it does not have the capability to discern what investment choices would be suitable for your personal situation. Do not attempt to place trade orders through the Virtual Assistant; it can provide you with guidance as to how to place a trade at Fidelity, but the Virtual Assistant cannot execute trades on your behalf. Any personal, account or other information you provide to the Virtual Assistant, as well as all search information entered, may be retained, accessible to Fidelity personnel, and used and shared consistent with Fidelity's Privacy Policy. Notwithstanding, you should not provide the Virtual Assistant with credit or debit card information or protected health information. 938160.4.0
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0
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Account features
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Frequently asked questions
You can close an account either online through the Virtual Assistant, or by calling a Fidelity representative at 800-343-3548. You can currently only close brokerage or cash management accounts with a zero balance through the Virtual Assistant. You should call a Fidelity representative at 800-343-3548 to close all other accounts. To change your account name or assign it a nickname log in to your Fidelity.com account and go to Profile. Under Preferences, select Nickname your accounts. The history of your account trading and money transfer transactions is displayed on the Activity & Orders tab on your Portfolio Summary page. Transactions that have processed are stored in the History section. Transactions that are still pending are stored in the Pending Transfers and Bill Payments section. You can access your workplace accounts, including retirement and health savings accounts (HSAs), online through , or through the Fidelity NetBenefits mobile app.We're proud of the trust you place in Fidelity and want to ensure that you have peace of mind when doing business with us. That's why we offer this customer protection guarantee: We will reimburse you for any financial losses that result from unauthorized activity on your accounts.*
Communication
Send documents, communicate with your Fidelity advisor, and resolve needs that are not time-sensitive.
Get fast, secure, and free online access to your important documents instead of paper delivery.
Set and manage alerts you receive via email, text, and push notification, including watchlists for trading.
View or download up to 10 years of your monthly, quarterly, or annual statements. * Fidelity Customer Protection Guarantee does not alter any agreements that you have with Fidelity and is offered under the laws of Massachusetts. Check back here for updates, which are effective as of the publication date. FMR LLC 2015. Fidelity's Virtual Assistant uses advanced technology and artificial intelligence to help with frequently asked questions and to enhance your digital experience. It is designed to be both anticipatory and responsive based on your search terms, information you enter in reply to the Virtual Assistant's questions, and your account and other information on file with Fidelity. Fidelity does not guarantee accuracy of the Virtual Assistant's responses or alignment of its suggestions with your intended purpose. The Virtual Assistant does not recommend the purchase or sale of specific securities or digital assets. While it may offer educational information, it does not have the capability to discern what investment choices would be suitable for your personal situation. Do not attempt to place trade orders through the Virtual Assistant; it can provide you with guidance as to how to place a trade at Fidelity, but the Virtual Assistant cannot execute trades on your behalf. Any personal, account or other information you provide to the Virtual Assistant, as well as all search information entered, may be retained, accessible to Fidelity personnel, and used and shared consistent with Fidelity's Privacy Policy. Notwithstanding, you should not provide the Virtual Assistant with credit or debit card information or protected health information. 938160.4.0
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Important Information Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0