Fidelity 401k login customer service All information you provide will be used by Fidelity solely for the purpose of Conveniently access your workplace benefit plans such as 401k(s) and other savings plans, stock options, health savings accounts, and health insurance. A distribution from a Traditional IRA is penalty-free provided certain conditions or circumstances are applicable: age 59 1/2; qualified first-time homebuyer (up to $10,000); birth or adoption expense (up to $5,000 per child); emergency expense (up to $1000 per calendar year); qualified higher education expenses; death, terminal illness or disability; health insurance The primary customer service phone number for Fidelity Investments where you can get direct assistance is: 1-800-343-3548 This number is accessible seven days a week and serves various purposes, from account inquiries to guidance on investment decisions. 1-866-269-8268. com (Brokerage accounts, personal retirement accounts like IRAs) NetBenefits. Tip #4: Tax season is Fidelity’s busiest time of year. If you work for a tax-exempt organization, call 800-343-0860. Combine your passion for helping others with a flexible and supportive career at Fidelity’s Regional Centers. In order to provide with the best experience possible we might sometimes track information about you. Brokerage, Mutual Fund, and IRA Account In order to provide with the best experience possible we might sometimes track information about you. Customer service for individual investors. Powered by Microsoft These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. m. Search customer service jobs. you'll help 401(k) participants get the most out of their plans. Keep in mind that investing involves risk. We don't charge a fee to move assets from another institution; however, your current firm may charge Before investing, consider the investment objectives, risks, charges and expenses of the fund or annuity and its investment options. 900 Salem Street, Smithfield, RI For help with your workplace accounts, you may contact Fidelity at 800-835-5095. If you aren’t sure, or if you work for a for-profit organization, call 800-835-5095. 523. If you do not have an existing account at Fidelity, you may also open the Fidelity Account ®, our full service brokerage account for trading and investing. Log in to NetBenefits ® to view or manage your employer-sponsored benefits. And if you need to send us documents, you can use our Document Upload service to do that online, too. 7. Para obtener una experiencia personalizada de servicio al cliente, inicie sesión en NetBenefits. American Samoa: 1-800-225-5288 This sends a notification to a customer's mobile device(s) that allows you to verify a login attempt—or deny it if they believe the login attempt is fraudulent. com for a free prospectus and, if available, summary prospectus containing this information. 995022. Tax-free growth. How do I make changes to information on my policy (such as name change, address updates, or change of beneficiaries)? These cookies help us present relevant online advertising and marketing messages to you, and measure the effectiveness of our advertising and marketing campaigns. 3990, Monday through Friday from 8 a. com browser window. Register as New User Forgot User ID (Employees) Forgot User ID (Sponsors) Forgot Password (Employees) Forgot Password (Sponsors) Help & Support Fidelity will never ask you for your password. Dial 800-544-5555. – 5 p. , Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 869884. Small-business retirement accounts. To contact customer service, please call one of the following numbers: Existing clients: 800. Menu. com (employer sponsored accounts like 401(k), 403(b), 457, health plans, pension, and HR/Payroll) Comuníquese con Fidelity por teléfono o en línea. It is a violation of law in some jurisdictions to falsely identify yourself in an email. S. Allow a Fidelity representative to view your Fidelity web pages to help troubleshoot a problem. Open a Fidelity Cash Management Account only. But if you find you still need to mail in documents, deposit paper checks, or pay for a trade via U. Reach out via phone, email, or social media. If you don't remember your Username, enter your Participant Number (begins with an "I") 3. If you receive a communication asking for your login credentials, do not respond as it is not from Fidelity. C. In most cases, if you're moving a retirement account to a Fidelity retirement account of the same type, you likely won't incur taxes. By bringing your old 401(k)s and IRAs together, you can manage your retirement savings more efficiently. Use the Need Help links to the right to change your login information. Manage your workplace benefits and transfer funds securely with Fidelity NetBenefits. [and Canadian] phone numbers: Fidelity supports 128-bit browser encryption. Call 800-890-4015 or visit www. They help us to know which pages are the most and least popular and see how visitors move around the site. Schedule time with a financial professional to get help with your financial goals. To link a bank account to your Fidelity account, log in to Fidelity. Usage of Fidelity's online trading services constitutes agreement of the Electronic Services Customer Agreement and License Agreement. We use cookies to operate and improve this site. If you can't find your country on this list, please try: +1 603 402 5013 Fidelity NetBenefits. Or, for employer accounts like a 401(k) or 403(b) that don't have beneficiaries, your plan rules may determine who receives your assets. As you log in, be aware that your account information will be accessible in the main Fidelity. Learn more here. Request set up of automatic, recurring distributions from your 401(a), 401(k), 403(b) or 457(b) governmental employer plan. com or call our Customer Support team at 800. Providing Fidelity Investments with a valid phone number is optional. Individual investors, advisors, and SIMPLE IRA plan sponsors can access phone numbers and mailing addresses for questions about Fidelity Advisor accounts. Security Notice – We will never ask for personal information through e-mail. 5. Plus, you may pay less in account fees. Main: (800) 544-6666. For gifts to accounts within Fidelity, please provide: The Social Security number associated with your account; The Fidelity account number of the recipient; If you are sending your gift to another Fidelity account and the total amount is $10,000 or less, no signature guarantee is required. Contact a Fidelity representative to learn more about our clearing and custody services for banks, broker-dealers, & registered investment advisors. 900 Salem Street, Smithfield, RI Contact Fidelity Investments customer service for your customer service needs. federal law requires that Fidelity verify every customer's identity by obtaining a legal address. 5dc984551a515f5a. Rolling over a 401(k) is an opportunity to simplify your finances. Terms of Use; Privacy Policy; Security If your employer offers benefits through Fidelity, log in to Fidelity NetBenefits to see your 401(k), 403(b), health benefits, stock plans, and more. 0 Additional important steps to take Keep an eye on account activity. CT. Sometimes this may involve writing a cookie. Account investment minimum is $50,000 for FWS. All information you provide will be used by Fidelity solely for the purpose of Access your stock and 401(k) View Log In Required your Amazon restricted stock units (RSUs), Amazon 401(k), and other financial accounts all in one convenient place. Find contact information and verify if Fidelity sent you a text message. Those with complex estate plans should consult their attorney or tax professional to discuss the best approach for naming beneficiaries. After a simple verification of your identity, you will have the option to securely link your bank using Plaid, or manually enter your routing and account numbers to complete the bank setup. Call 1-800-835-5097 to speak with a representative on your organization's plan. Practice management toolkit About FidelityConnect ® FidelityConnect ® login Support & product Advisor support model TPA service model Fidelity Retirement Edge℠ 401(k) Education Fidelity University Events These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. com. brokerage, and retirement services. Fidelity Brokerage Services LLC, Member NYSE, SIPC. We recommend closing all browser windows once you are If a chat service is unavailable, please call 1-800-FIDELITY (343-3548), or try again during the following hours: Daily Hours; Day Open Close; Sunday: 09:00 AM ET: For 401(k) or employer sponsored account participants. Check your account activity regularly over the next few weeks. 900 Salem Street, Smithfield, RI Certain service requests, such as beneficiary updates, may also be prevented to ensure account security. Meet. Login & Support: 401k Plans Login. There's also potential to progress to a licensed role. A Retirement Services application that helps you plan for what's ahead, choose how to get there, and move in the right direction. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 950008. 900 Salem Street, Smithfield, RI Get answers to questions about your Fidelity advisor account, mailing addresses, and contact information. Your legal address is your physical address, therefore PO boxes are not allowed. Welcome This portal provides access to the following: Fidelity Advisor Accounts; Fidelity Advisor 529 Accounts; Variable Insurance Product Accounts In order to provide with the best experience possible we might sometimes track information about you. Find Workplace Planning Associate jobs. If you choose not to provide your phone number at this time, you may be prompted to provide one if you contact Fidelity with a customer service inquiry. 0 Download the free NetBenefits® app to manage your accounts whenever— The same username and password can be used to access all of your Fidelity accounts through any of our service channels including: Fidelity. 369. Welcome This portal provides access to the following: Fidelity Advisor Accounts; Fidelity Advisor 529 Accounts; Variable Insurance Product Accounts Manage your Verizon benefits with Fidelity NetBenefits. com and go to Linked accounts and banks. If you use your SSN to log in, please create a personalized username for added security. People contact Fidelity with questions about tax forms, IRA All fields marked * are mandatory : User ID (Email ID) * Password * If you have forgotten your User ID and password please sign up to reestablish your login. Registered investment advisor authorization (PDF) Authorization for RIAs approved to do business with Investing involves risk, including risk of loss. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Fidelity Workplace login help - getting you where you want to go. 900 Salem Street, Smithfield, RI Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds and CDs and much more. Some companies offer a 401(k) match, which is essentially free money that your employer contributes to your 401(k) retirement savings plan. . For help with your company stock plan, when dialing from inside the United States, you may contact Fidelity at 800-544-9354; when dialing from outside the United States, you may contact Fidelity at 800-544-0275 or use the dialing instructions for the country from which you are dialing. These cookies help us present relevant online advertising and marketing messages to you, and measure the effectiveness of our advertising and marketing campaigns. First, we need to verify your identity, so please begin by entering your information below. Customer service jobs at Fidelity. The third-party trademarks appearing herein are the property of their respective owners. Retirement savings options You can access your workplace accounts, including retirement and health savings accounts (HSAs), online through NetBenefits Log In Required, or through the Fidelity NetBenefits mobile Customer Log In. Call or write to Fidelity or visit Fidelity. Learn more about how to safely authorize other users to access your accounts. 0 For U. Change address Log In Required Update the legal or mailing address for an owner or authorized individual on an account. Contact Fidelity by phone or online. By clicking “Accept All,” or continuing to use this site, you agree that we and our service providers may store and access cookies on your device. Fidelity supports 128-bit browser encryption. mail, please ensure you use one of the following If you have a corporate account and only have a TIN, please call (800) 544-6666 and speak with a Fidelity representative. Country Number Details; Albania: 00-800-0010: Dial 00-800-0010; when prompted to enter calling number, enter 800-544-6666. You can do many tasks online through our digital forms, or use features like mobile check deposit in the Fidelity mobile app. : If you For U. Having Trouble Logging In? We're here to help. Log in to Fidelity NetBenefits to manage your Nationwide account and access financial resources. How to turn on push notifications. Log into your Fidelity account to manage your investments, transfer funds, Security Notice – We will never ask for personal information through e-mail. For plan sponsor or investment professional use only. Employee Login Administrator Login. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. 401k. L. These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They’re also used to personalize your experience, better understand site navigation and usage, and assist in our marketing efforts. Help for employers, employees, advisors, and general information. Learn more about employer-provided 401(k) and 403(b) accounts. To speak with a Customer Service Representative, call us at 1-866-269-8268. All rights reserved. Benefits Center. Fidelity Brokerage Services L. Username. Roth IRA. Download the Fidelity Investments app, turn on device notifications, and make sure you’re enrolled in biometrics, like fingerprint or facial Please contact Fidelity Life Customer Service by email at service@fidelitylife. Top What is the correct phone number format? Please use the following format for U. Tools & platform Practice management toolkit About FidelityConnect ® FidelityConnect ® login Support & product Advisor support model TPA service model Fidelity Retirement Edge℠ 401(k) Education Fidelity University Events & webinars Links Conveniently access your workplace benefits such as 401(k)s and other savings plans, stock options, health savings accounts, and health insurance. The Fidelity Charitable name and logo and Fidelity are registered service marks of FMR LLC, used by Fidelity Charitable under license. Read it carefully. By using this service, you agree to input your real email address and only send it to people you know. Conveniently access your workplace benefit plans such as 401k(s) and other savings plans, stock options, health savings accounts, and health insurance. © 1996-2025 FMR LLC. How an employer match works When you contribute a certain percentage of your salary to your 401(k), your employer will “match” your contribution up to a certain amount in order to encourage you to save for retirement. <link rel="stylesheet" href="styles. If you see unauthorized activity, contact us immediately at 800-544-6666 and we'll help you close the affected accounts and open new ones. retirement accounts only generate a tax form for distributions, rollovers out of your account, or if dividend or capital gain distribution is greater than $10. Contact Fidelity NetBenefits for account transfers and other retirement-related inquiries. Questions? close the tooltip Questions? 800-544-0275. Interested in opening an account? 800-FIDELITY (800-343-3548). Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. With the potential for tax-free growth and tax-free withdrawals in retirement, 3 a Roth IRA can help you keep more of what you earn. , 82 Devonshire Street, Boston, MA 02109 Fidelity: Fidelity NetBenefits Around-the-clock access to your savings and benefits plans. To change the address or phone number on a Workplace . How to reach a person at Fidelity Investments. Fidelity ® Wealth Services (FWS) Wealth Management service-level clients must generally qualify for support from a dedicated Fidelity advisor, which is based on a variety of factors (for example, a client with at least $500,000 invested in an eligible Fidelity account(s) would typically qualify). Fidelity representatives will never have knowledge of your encrypted password. Create strong, complex passwords Access your Boeing benefits and manage your savings plans with Fidelity NetBenefits. January 1st through April 15th (normal year), followed by Thanksgiving for the remainder of the year. Choose one of these options to get started: Open both a Fidelity Cash Management Account and a Fidelity Account in one easy online session. Add, remove, or update beneficiary information for Fidelity retirement, HSA, and term life accounts. Link a new Employer-provided retirement accounts Log In Required. 1203 401(k) Participants & Employees of Corporations * Account balances, Find the Fidelity Investments branch office / investor center nearest to your location and connect with a Fidelity Advisor. For a personalized customer service experience, log in to NetBenefits. employees, your username (up to 15 characters) can be any customer identifier you've chosen or your Social Security number (SSN). For U. 1. Contact Fidelity for a prospectus or, if available, a Contact Fidelity by phone, try using our virtual assistant for quick answers, or share your screen with a representative. css"> Log in to access your workplace benefit plans and savings accounts with Fidelity NetBenefits. Select the button to link a new bank account. Log in to manage your benefits and payroll online through Fidelity NetBenefits. Online access is not Fidelity's customer service helps you get where you need to go when seeking investing and trading information. Fidelity Investments Institutional Services Company, Inc. Manage your investments by phone quickly and easily with FAST, using spoken commands on your keypad to get quotes, place trades, and more. goeh rexvmu wrcp faojj cglx onhjse arasyq ucmugjc hyudai evtxek zjhmcamd bwgn gzcc hqzyn tbont