CLIENT
RESOURCES

How to Create a Fidelity.com Account: To see a guide with screenshots click here: Scroll up to the “Client Logins” section of this page and click on the Fidelity Login button. This will redirect you to the Fidelity.com Log In page. If you do not have an account, click on “Sign Up” at the bottom of the page. Enter your personal information as requested to verify your identity, then click “Continue.” If a message indicates you already have a Fidelity.com account, see the next question on the FAQ. If prompted, select to receive a verification code via your cell phone. If you encounter any issues, let us know so we can confirm the correct phone number is associated with your account. Once verified, click “Register Now” and follow the instructions to create your username and password. Log in using your new credentials.

No! If you already have a login to Fidelity you don't need to create another one, the accounts should pull into your existing login. If you don't see them there let us know!

If You Already Have a Fidelity.com Account but Don’t Know Your Credentials: On the Fidelity.com Log In page, click on “Forgot username or password.” Enter your information to verify your identity, then click “Continue.” If you forgot your password, click “Reset password” and follow the steps. If you forgot your username, click “Lookup username” and follow the instructions. If you don’t remember either, start by recovering your username and then go through the password reset process again. Use your recovered credentials to log in to Fidelity.com.