Fidelity Trusted Contact Persons

Fidelity is now asking that a trusted contact(s) be added to your accounts who they may reach in the event they are unable to get in touch with you, or if they are concerned about your health, well-being, or welfare.

All, Administration, Partner CenterJaycee SmalleyFebruary 15, 2019Clients, Fidelity

VIDEO: Getting started with Fidelity BillPay

There’s a better way to pay your bills anytime, anywhere with Fidelity BillPay®. Learn more about how this online service can streamline and take the guesswork out of many of your financial tasks with just a few clicks.

All, Administration, Partner CenterFidelityJanuary 31, 2019New Capital ManagementClients, Fidelity

Fidelity 2-Step Authentication with VIP Access

Fidelity offers 2-Step Authentication as a quick and simple way to add an extra layer of security to your Fidelity.com accounts.

All, AdministrationJaycee SmalleyJanuary 10, 2019Clients, Fidelity

Fidelity Account Statements: Frequently Asked Questions

What is a household statement? Are statements based on trade date or settlement date? Do statements differentiate between qualified and nonqualified dividends? Can I get check images returned with my statement? What makes up Your Account Value?

All, Administration, Partner CenterFidelityJanuary 3, 2017New Capital ManagementClients, Fidelity