Fidelity Account Management Login

If you use your SSN to log in, please create a personalized username for added security. Use the Need Help links to the right to change your login information. For outside the U.S. employees, your Participant Number is your Username and if you created a PIN previously, it is now considered your Password.

The Fidelity Cash Management Account is a brokerage account designed for spending and cash management. It is not intended to serve as your main account for securities trading. Customers interested in securities trading should consider a Fidelity Account ®.

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.

Your username (up to 15 characters) is the customer ID that you've chosen during the Plan Manager registration process.

Digital managed accounts designed for investors looking for simple, professional money management solutions. How we'll work together Fidelity Go ® offers a digital experience to help you pursue a single financial goal. Fidelity ® Personalized Planning & Advice offers digitally led, personalized financial planning for multiple goals, with access to a team of advisors when needed.

Fidelity Go ® provides discretionary investment management for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC.

413272.4. Review Your Portfolio. Fidelity offers more ways to understand your investments. Organize – Look at your holdings by account or across accounts to really understand what you own. Analyze – See your portfolio allocation by asset class, investment style, and industry sector. Check daily change and change since purchase of each investment.

Customer Log In. As you log in, be aware that your account information will be accessible in the main Fidelity.com browser window. We recommend closing all browser windows once you are …

Fidelity Investments. This is a secure transaction. ... If you have a corporate account and only have a TIN, please call 800-544-6666 and speak with a Fidelity representative. Submit. Cancel. Verify Your Identity. Let's confirm some basic information about your account. ZIP Code. Submit.