Fidelity Investments Customer Service

Contact Fidelity Investments Customer Service Call Center Toll-Free Phone Number

Call Fidelity Investments Customer Service Number:

800-343-3548

Fidelity Investments Customer Service Number For International Trading Representative:

800-544-2976

Fidelity Investments Customer Care Number For Fidelity Automated Service Telephone (FAST):

800-544-5555

Fidelity Investments Customer Support Number For NetBenefits Representative:

800-835-5097

Fidelity Investments Customer Service Number For Managed Accounts:

800-544-3455

Fidelity Investments Customer Care Number For ATM/Debit and Credit Cards:

Fidelity® Debit Card
Fidelity Debit Card Services:
800-323-5353

Fidelity® Rewards Visa Signature® Credit Card
Elan Financial Services:
888-551-5144

Fidelity HSA® Debit Card
Fidelity Debit Card Services
888-377-0323

Fidelity Investments Customer Service Number For Fidelity Charitable® Giving Account®:

Donor Services : 800-952-4438
Prospective Donors & General Inquiries : 800-262-6039

Fidelity Investments Customer Service Hours:

Mon.–Fri., 8:30 am. – 6:30 pm. ET

Fidelity Investments Customer Support Number For Annuities:

Existing Annuities: 800-634-9361
New Annuities: 800-345-1388

Fidelity Investments Customer Support Hours For Annuities:

Mon – Fri, 8:30 am – 7 pm, ET

Fidelity Investments Customer Care For Term Life Insurance:

Existing Policies
888-343-8376, enter 3

Mon–Wed, 8 a.m. to 8 p.m. ET
Th–F, 8 a.m. to 5 p.m. ET

New Policies:
800-642-6904

Mon–Fri, 8 am – 8 pm. ET

Fidelity Investments Customer Service Toll-Free Numbers

Official Website: Fidelity Investments

Fidelity Investments is a financial services company based in Boston, Massachusetts, USA. The company was founded in 1946 and has since grown into one of the largest and most respected investment management firms in the world. With over $3 trillion in assets under management, Fidelity offers a wide range of investment products and services to individuals, financial advisors, and institutional investors.

Here, we will provide a comprehensive overview of Fidelity Investments, including its history, investment products and services, fees, customer support, and online tools. We’ll also take a closer look at how Fidelity compares to other investment management firms and provide tips on how to get the most out of your Fidelity account.

History of Fidelity Investments

Fidelity Investments was founded by Edward C. Johnson II in 1946 as a mutual fund company. The company started out with just two funds, the Fidelity Fund and the Fidelity Trend Fund, but soon expanded its offerings to include a wide range of mutual funds and other investment products.

Over the years, Fidelity has continued to grow and innovate. In 1984, the company launched its first discount brokerage service, Fidelity Brokerage Services, which allowed investors to buy and sell stocks and other securities online. Today, Fidelity offers a full range of investment products and services, including mutual funds, ETFs, individual stocks and bonds, retirement accounts, and more.

Investment Products and Services

Fidelity offers a wide range of investment products and services to meet the needs of investors at all levels. Whether you’re just starting out as an investor or you’re a seasoned pro, Fidelity has something to offer.

Mutual Funds: Fidelity is perhaps best known for its mutual funds. The company offers a wide range of funds, including index funds, actively managed funds, and target date funds. Fidelity’s mutual funds are known for their low fees and high performance.

ETFs: In addition to mutual funds, Fidelity also offers a wide range of ETFs. Like mutual funds, ETFs are a type of investment fund that pools money from multiple investors to purchase a diversified portfolio of stocks or bonds. However, ETFs are traded on an exchange like individual stocks, which can make them more flexible and convenient for some investors.

Individual Stocks and Bonds: Fidelity also offers investors the ability to buy and sell individual stocks and bonds. This can be a good option for investors who want more control over their investments or who are looking for specific stocks or bonds to add to their portfolio.

Retirement Accounts: Fidelity offers a wide range of retirement accounts, including traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, and 401(k)s. These accounts can help investors save for retirement and take advantage of tax benefits.

Managed Accounts: For investors who want a more hands-off approach to investing, Fidelity offers a variety of managed accounts. These accounts are managed by professional money managers who make investment decisions on behalf of the investor.

Fees

Like other investment management firms, Fidelity charges fees for its products and services. However, Fidelity’s fees are generally lower than those charged by many of its competitors.

For example, Fidelity’s mutual funds have an average expense ratio of just 0.45%, which is well below the industry average of 0.67%. Fidelity’s ETFs are similarly affordable, with expense ratios ranging from just 0.06% to 0.75%.

When it comes to individual stocks and bonds, Fidelity charges a commission of $4.95 per trade. However, there are no commissions for online trades of Fidelity ETFs and most iShares ETFs.

Customer Support and Online Tools

One area where Fidelity really shines is customer support. The company has a dedicated team of customer representatives who are available to answer questions and provide support to investors. Fidelity also offers a variety of online tools and resources to help investors make informed investment decisions.

One of Fidelity’s most popular online tools is its Active Trader Pro platform. This platform is designed for active traders who want advanced trading tools and real-time market data. Active Trader Pro includes customizable charting tools, advanced options trading capabilities, and real-time news and research.

Fidelity also offers a variety of educational resources to help investors learn more about investing. These resources include articles, videos, webinars, and online courses.

How Fidelity Compares to Other Investment Management Firms?

When it comes to investment management, Fidelity is often compared to other firms like Vanguard and Charles Schwab. So how does Fidelity stack up?

One area where Fidelity shines is its selection of mutual funds. Fidelity offers a wider variety of funds than either Vanguard or Charles Schwab, and its funds are often ranked highly for performance.

Fidelity is also known for its customer support and online tools. While both Vanguard and Charles Schwab offer similar services, many investors find that Fidelity’s customer service is more responsive and its online tools are more user-friendly.

When it comes to fees, Fidelity is generally on par with its competitors. However, Fidelity’s mutual funds are often slightly more affordable than comparable funds from Vanguard and Charles Schwab.

Tips for Getting the Most out of Your Fidelity Account

If you’re a Fidelity investor, there are a few tips that can help you get the most out of your account:

• Take advantage of Fidelity’s online tools and resources. Fidelity offers a wide range of online tools and resources to help investors make informed investment decisions. Make sure to take advantage of these resources to help you build a well-diversified portfolio.
• Consider using Fidelity’s managed accounts. If you’re not comfortable making investment decisions on your own, consider using one of Fidelity’s managed accounts. These accounts are managed by professional money managers who make investment decisions on your behalf.
• Watch your fees. While Fidelity’s fees are generally lower than those charged by many of its competitors, fees can still eat into your returns over time. Make sure to monitor your fees and look for ways to minimize them.
• Stay informed. Investing can be complex and there’s always something new to learn. Make sure to stay informed about market trends, new investment products, and changes to tax laws that may impact your investments.

Reasons To Call On Fidelity Investments Customer Service Department

Fidelity Investments is a well-known investment management firm that offers a variety of investment products and services to its clients. While Fidelity strives to provide excellent customer support, there may be times when investors need to reach out to the company’s customer service department for assistance. Here are some of the top reasons to call on Fidelity Investments customer service department:

• Account Questions: Investors may have questions about their account, such as how to transfer funds, how to open a new account, or how to close an account. Fidelity’s customer service representatives can assist investors with these types of inquiries.
• Technical Issues: Sometimes investors may experience technical issues when using Fidelity’s online tools or platforms. If an investor is unable to access their account, or if they encounter a technical error, they can contact Fidelity’s customer service department for assistance.
• Investment Advice: Fidelity offers a variety of investment products and services, and investors may have questions about which investments are right for them. Fidelity’s customer service representatives can provide guidance and advice on investment strategies and portfolio construction.
• Account Maintenance: Investors may need to make changes to their account, such as updating personal information or adding or removing beneficiaries. Fidelity’s customer service department can assist with these types of account maintenance tasks.
• Transaction Questions: Investors may have questions about transactions that have taken place in their account, such as trades, purchases, or withdrawals. Fidelity’s customer service representatives can provide information about these transactions and help investors understand the impact they may have on their account.
• Security Concerns: In today’s digital age, security is a top concern for investors. If an investor suspects that their account has been compromised, or if they have questions about the security measures that Fidelity has in place, they can contact the customer service department for assistance.

How To Contact Fidelity Investments Customer Service Department?

If you need to contact Fidelity Investments’ customer service department, there are several options available to you:

• Phone: The most direct way to contact Fidelity’s customer service department is by phone. Fidelity has a dedicated customer service phone number that investors can call for assistance. The phone number can be found on Fidelity’s website, and it is available 24 hours a day, 7 days a week.
• Chat: Fidelity also offers a chat feature on their website, where investors can chat with a customer service representative in real-time. This option is convenient for investors who prefer not to speak on the phone or who have a simple question that can be quickly answered.
• Email: Investors can also contact Fidelity’s customer service department via email. Fidelity has a contact form on their website that investors can fill out to send an email inquiry. Responses to email inquiries may take longer than phone or chat inquiries.
• Social Media: Fidelity is active on social media platforms such as Twitter and Facebook. Investors can send direct messages or tweet to Fidelity’s customer service team for assistance.
• In-person: Fidelity has over 190 branch locations throughout the United States, where investors can meet with a customer service representative in person. Investors can find a branch location near them on Fidelity’s website.

Conclusion

Fidelity Investments is one of the largest and most respected investment management firms in the world. With a wide range of investment products and services, low fees, and excellent customer support, Fidelity is a top choice for investors of all levels. By taking advantage of Fidelity’s online tools and resources, considering managed accounts, watching your fees, and staying informed, you can get the most out of your Fidelity account and achieve your financial goals. Fidelity Investments’ customer service department is available to assist investors with a wide range of inquiries and concerns. Whether investors have questions about their account, need technical assistance, or want investment advice, Fidelity’s customer service representatives are trained to provide the support and guidance that investors need to achieve their financial goals. Investors have multiple options for contacting Fidelity Investments’ customer service department, including phone, chat, email, social media, and in-person. Fidelity’s customer service representatives are trained to provide assistance and guidance to help investors achieve their financial goals.