Investor login help

Access to My Accounts

My Accounts offers investors secure access to information on their Fidelity accounts.

Information includes:

  • Account profile
  • Fund holdings
  • Transaction history
  • Duplicate statements and tax receipts
  • e-Delivery preference for your account statements

What do I need to log into My Accounts?

Your User ID and your password are required to log into My Accounts.

Your User ID was sent to you when your account was initially setup. You can also locate it on page one of your account statement.

First time visitors to My accounts: Password creation

First time visitors to My Accounts are required to create a password. Upon creating a password, you will have the option to create your own User ID that is easy to remember.

Instructions

  1. Select "Create password" located on the side navigation or the login page under Investor Access
  2. Enter your User ID number
  3. Enter your Access code
    • For personal accounts, please enter the last three digits of your SIN.
    • For corporate and trust accounts, please enter the temporary access code supplied by your advisor.
  4. Create a password
  5. Select your security question and enter your answer
  6. Create your User ID if you would prefer to use your own rather than the Fidelity-issued User ID.

Reset your forgotten password: Instructions

  1. Select "Reset password" located on the side navigation or the login page under Investor Access
  2. Enter your User ID
  3. Enter your Access code
    • For personal accounts, please enter the last three digits of your SIN.
    • For corporate and trust accounts, please enter the temporary access code supplied by your advisor.
  4. Provide your security question/answer set
  5. Re-create your password