Financial Video Appointments Zoom meetings FAQs Fidelity

Mutual Funds and Mutual Fund Investing - Fidelity Investments

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FAQs Video appointments

Getting started

Zoom is a third-party program that combines video conferencing, online meetings, and mobile collaboration. Here are some tips to follow when using Zoom: If possible, join using a mobile device or tablet since Zoom is easiest using both audio and video through a hand-held device. If joining from a computer, use the video on your computer, but audio through your phone. This will allow for better control of your audio. If joining on multiple devices, please ensure that you mute your audio on all but one device to help eliminate any echo. Use a headset for audio, when available. Close all other programs or unnecessary web pages to help optimize the speed of your connection. Zoom’s preferred browser is Google Chrome. A list of supported browsers and features can be found .

Joining a meeting

The meeting invite from your Fidelity representative will outline multiple ways to join a meeting. If you want to… Then… Use audio and video, and you do NOT have the Zoom software on your computer Click the meeting link next to Join via web browser Use audio and video, and you have the Zoom software on your computer Click the meeting link next to Join via computer Use audio and video from your mobile device, and you have the Zoom software on your device Take note of the meeting ID in the invite, open the Zoom App, and then enter the meeting ID Or click the URL in the email from your mobile device Use audio-only from your mobile device Choose one tap mobile Yes, for a list of supported numbers refer to . To mute, use your phone’s default mute button or mute by pressing *6. Refer to Zoom's support page . Refer to Zoom's support page Yes, but it’s not required for meeting with your Fidelity representative. If interested, follow the steps below to download Zoom to your computer or mobile device. For PC/Mac users: Open a web browser (Google Chrome is preferred). Navigate to . Click the Download button (under Zoom Client for Meetings). Follow the on-screen instructions to complete the download process.
For iPad/iPhone/Android users: Open the App (Apple) or Google Play (Android) store. Search for Zoom Cloud Meetings. Tap the Get (Apple) or Install (Android) button for the Zoom Cloud Meeting app. Follow your mobile instructions to complete the download process.

Security and privacy

Information security and privacy are top priorities for Fidelity, and we ensure that the tools we utilize as an enterprise can provide the highest level of protection to you. Our policies and vendor agreement prohibit Zoom, or any third party, from sharing or disclosing information around a person’s identity, contact information, or location. We have taken several precautions to ensure all information shared over Zoom is protected and private. Zoom does not sell personal data or monitor meetings. Zoom limits the data collected to what’s necessary to perform the Zoom services. Data is not used for advertising. Read for more details on how Zoom ensures the privacy and security of personal data. Fidelity associates will never share Zoom invites via social media, and we do not recommend that clients share their unique meeting ID with anyone except those that will be joining their meeting. Customer-facing Fidelity associates do not have the ability to record Zoom sessions. We have taken several precautions to ensure all information shared over Zoom is secure. Fidelity does not use the chat feature with clients and has disabled the functionality, mitigating any published chat vulnerabilities. Fidelity does not publish details pertaining to Zoom meetings on public websites and uses for client meetings that prevent unintended guests from joining, including the use of a unique meeting ID with every client. robust and validated internal controls to prevent unauthorized access to video, audio, or content. Zoom and Fidelity Investments are independent entities and are not legally affiliated. 925540.1.0

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