How to Find Fidelity Account Number
Finding your Fidelity account number is an essential step when managing your investments or conducting transactions with the brokerage firm. Whether you need to update your account information, transfer funds, or simply verify your account details, knowing your account number is crucial. In this article, we will guide you through the process of finding your Fidelity account number, ensuring a smooth and hassle-free experience.
1. Log in to Your Fidelity Account
The simplest way to find your Fidelity account number is by logging in to your account on the Fidelity website or mobile app. Once you have entered your username and password, you will be directed to your account dashboard. Here’s how to locate your account number:
– Look for the account summary section on the dashboard.
– Under the account summary, you should see a list of your accounts with their respective account numbers.
– Click on the account you wish to view the number for, and the account number will be displayed.
2. Contact Fidelity Customer Service
If you are unable to find your Fidelity account number through the online platform, you can contact Fidelity customer service for assistance. Here’s how to do it:
– Call Fidelity’s customer service at 1-800-FIDELITY (1-800-343-3869).
– Provide the necessary identification information, such as your full name, date of birth, and Social Security number.
– A customer service representative will verify your identity and provide you with your account number.
3. Check Your Account Statements
Another way to find your Fidelity account number is by checking your account statements. You can request a copy of your statement online or by contacting Fidelity customer service. Once you have the statement, look for the account number in the following locations:
– On the top right corner of the statement, there is often a section labeled “Account Information” or “Account Summary.”
– The account number is typically listed next to the account name or type.
4. Use the Fidelity Mobile App
If you prefer using the Fidelity mobile app, you can find your account number by following these steps:
– Open the Fidelity mobile app and log in with your username and password.
– Navigate to the account summary section by tapping on the account icon or your name at the top of the screen.
– Scroll through the list of accounts and tap on the account you wish to view the number for.
– The account number will be displayed on the account details page.
In conclusion, finding your Fidelity account number is a straightforward process that can be done through various methods, including logging in to your account, contacting customer service, checking your account statements, or using the Fidelity mobile app. Make sure to keep your account number secure and accessible for future reference.
