How to Find Your Fidelity Account Username
Regain access to your Fidelity account. Our guide provides clear, secure steps to retrieve your username online or with assistance.
Forgetting an online username is common, especially for financial accounts. Regaining access to your Fidelity account requires identity verification. This guide outlines the necessary steps to help you quickly find your Fidelity username, ensuring continued access to your investment information and services.
Information Needed for Username Retrieval
Before retrieving your username, gather personal and account details. Fidelity requires this information to verify your identity and protect your account. Having these details readily available streamlines the retrieval process.
You will likely need to provide your first and last name, date of birth, and the last four digits of your Social Security Number (SSN). In some instances, you might also be asked for your ZIP code or to answer a security question previously set up on your account. These security measures are in place to ensure that only the legitimate account holder can access sensitive financial information.
Online Username Retrieval Steps
To begin, navigate to the official Fidelity Investments website or open their mobile application. On the login page, click the “Forgot Username” link. This action will direct you to a secure page designed for identity verification.
The system will prompt you to enter the personal information you gathered, such as your first name, last name, date of birth, and the last four digits of your SSN. After entering these details, you may be required to request a security code, which will be sent to a phone number associated with your account for multi-factor authentication. Inputting this 6-digit security code into the designated field confirms your identity. Once successfully verified, the system will display your username, allowing you to proceed with logging into your account.
Contacting Fidelity Support
If you cannot retrieve your username online, Fidelity provides several alternative methods for assistance. You can contact Fidelity customer service by phone; the general customer service number is 1-800-343-3548. Customer service representatives are available during business hours to guide you through the process.
Fidelity also offers live chat support, which can provide quick responses to your inquiries during business hours. For less urgent matters or to share sensitive information securely, you may utilize Fidelity’s secure messaging system after logging in, if possible, or through their virtual assistant. When contacting support through any channel, always be prepared to provide the necessary personal details for identity verification to expedite the assistance process.