With a Fidelity.com login account you will be able to avail several financial services, apart from access to your trading platform, with an account, you can easily transfer funds from your bank for your trading activities. Also, you could just as well check your statements, transfer share holdings and manage the cash flow into your account. So, here is a look at the advantages of opening a Fidelity account and what you need to get your very own Fidelity login details.
Despite being a low cost trading account, this is a fully functional service that offers all the facilities that you would need to grow as an investor. The $0 annual cost trading account not only has a platform for placing trades, but also provides independent research from 20 leading sources, all of which can be accessed from within the dashboard.
What is more that you can open the account with a minimal investment of $2500 and some personal and financial information. In fact, it takes only a few minutes to set your Fidelity.com login details. It is possible to transfer funds from a bank, another brokerage firm, through check or direct deposit.
If that is not all, you can also avail the facility of mobile trading and have the liberty to invest in 16 currencies and 25 international markets. This along with the advanced tools offered on the site allow users to track, analyze and take positions on various investment vehicles with relative ease.
Getting your Fidelity.com login details
Assuming that you are a new user, to begin with, the first step is to choose the type of account you want to register with Fidelity. You have two options here; you could go for a brokerage account only or you could choose a service that couples brokerage with cash management.
You can take your pick from the page at https://www.fidelity.com/open-account/overview. Under the investment and trading section, you will see these two account types listed. Choose one which you are interested in and click on the tiny arrow below the option. After this, follow the steps outlined here:
Step 1: To begin with, you will be asked certain question about your account preference. For instance, you will be queried on whether you intend to operate the account independently or jointly with a partner. Choose the answer that is applicable to your scenario, and click on “continue” to move ahead.
Step 2: In the next question, you will need to tell them if you are new to Fidelity or an existing customer. Even if you don’t have a trading account with the company, they can use the information already furnished for an IRA account for the trading service as well. If you are new to the service, pick the appropriate option and proceed to the next page by clicking on ‘continue” once again.
Step 3: If you are a new user, you will need to confirm your identity by offering personal and financial information. It all starts with the collection of your full name, including first, middle and last as well as your email ID. To move to the next page, click on the button that says “get started”.
Step 4: The first form that you will need to fill has three sections; the first collects personal information such as your name, social security number, date of birth, US citizenship status and contact information. In the second part of the form, you will be asked to offer your residential address and finally, provide information on how many trades you intend to conduct in a year. As always, click on the button at the end of the form to move forth.
Step 5: The site will carry out a verification process. If your name and other details match the SSN, you will be taken to the next part of the registration process.
Step 6: Now, you should see another form; this is meant to collect account related information. Here, you will be expected to provide answers about how you intend to the use your trading account and the average number of trades you would be carrying out, the type of investments that you are interested in, your risk level and more.
Step 7: Once you have offered all the required details, you will have the chances to review and confirm all the information before your account goes live. After this, you can load funds to your account immediately or at a later date.
Using your Fidelity.com login
To use the trading platform from Fideility for trading in stocks, ETF’s or currencies, you will need to log into your account dashboard. For this, go to https://www.fidelity.com/ and check the green bar on top of the webpage. You should see the “login” option there. Click on it to access the login form. Your username will either be your SSN or a 15 digit customer identification number that you chose during registration.
Key this in and follow it with the password which is a 6 to 20 character security code which is also set by you during registration. This is case sensitive, so ensure that you have the caps key off or on as required. Click on login to reach your trading platform. You can also gain access to your platform on the go by downloading Fidelity apps. For your particular device, you can find an appropriate program on https://www.fidelity.com/mobile/overview.
Simply download and install the application before using your Fidelity login username and password. Like with your webpage account, you will be able to store the username on the device in an encrypted form, but you will be asked to insert the password every time you want to access the account.
Reclaiming your Fidelity.com login password
If you have lost your password, you can reset it by getting temporary entry inside your account. Once you have access to the dashboard, you can change your Fidelity.com login details, including your password. To do so, follow the steps below:
• Step 1: Go to the Fidelity.com login page and check the menu to your right. The very first link is meant to take you through the password reset process. Click on this to get to the identity verification form.
• Step 2: Fill out this form with information such as the the final 4 digits of your social security number, your name and date of birth. This information will be verified.
• Step 3: You will be allowed inside your membership area from where you can change your password.