Fidelity Charitable® Giving Account® Annuities Term life insurance Verify if we sent you a text message If you receive a text message from a short code or phone number claiming to be Fidelity Investments, cross reference the number with this list to avoid any potential scams. See text...
Giving Account is a registered service mark of the Trustees of Fidelity Charitable. Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Apple Pay is a trademark of Apple Inc. Google, Google Pay and the Google Logo are trademarks of Google LL...
Although most users don't need more than a basic brokerage and retirement account, Fidelity also serves wealthy individuals with trusts and charitable giving accounts. Research and Education Through Fidelity, there are several educational resources available such as webinars, articles, videos, courses...
Charitable Giving FidSafe, (Opens in a new window) FINRA's BrokerCheck, (Opens in a new window) Health Savings Account Stay Connected Locate an Investor Center by ZIP Code Instagram, (Opens in a new window) LinkedIn, (Opens in a new window) YouTube, (Opens in a new window)...
or grant someone else access to your account. You should also never grant remote access to your computer or readback a one-time security password unless you have initiated the service call to a phone number that you have verified to be valid. Fidelity will never contact you to ask for this...
When you use the Fidelity web site, we want to make sure you have the peace of mind that comes with knowing that your information is safe and secure. That's why we only allow access to your account using confirmed information, such as your Social Security number or a username and passwor...
(and not sold) by the client as part of a charitable gift, (2) the client passes away and leaves the investment to heirs, (3) the client’s long-term capital gains rate is 0% when they start withdrawing assets and realizing gains, (4) harvested losses exceed the amount of gains for...
The convenience of shopping from your phone can lead to small, recurring charges you might not even notice. Even many brick-and-mortar stores are designed to make you spend more. Being more mindful of your habits can help you save. It's so easy to spend money—sometimes you don't even...
Confirm or update your email and mobile phone number in your ProfileLog In Required, so we can reach you when we need to. This not only supports MFA, but also allows you to receive real-time alerts for important transactions, such as updates to your profile information, or transferring mone...
Phone 800-343-3548 (ask to speak with the Accessibility Help Desk). For voice or relay service calls. Telecommunications Relay Service The Telecommunications Relay Service (TRS) allows a person who is Deaf, hard of hearing, or who has a speech disability to use the telephone system via a te...