Get In Touch With Fidelity Investments: Contact Guide

Fidelity Investments offers a range of contact options for customers seeking support. The company's Virtual Assistant is available 24/7 to address customer queries, while live chat with the team is offered during specific hours from Monday to Sunday. Customers can also call the relevant phone number based on their specific needs, such as 401(k) and health savings accounts. Additionally, Fidelity provides support through social media channels like Reddit, Facebook, Twitter, Instagram, and Discord. For those seeking an in-person consultation, Fidelity offers the option to meet with a dedicated advisor to create a tailored plan.

Fidelity's Virtual Assistant

The responses provided by the Virtual Assistant are meant to help users navigate Fidelity.com. As with any Internet search engine, users should carefully review the results. Fidelity does not guarantee the accuracy of the results or the suitability of the information provided.

In addition to the Virtual Assistant, Fidelity offers 24/7 customer service through various channels. Users can chat live with the Fidelity team, find specific phone numbers or departments, or connect via social media platforms such as Reddit, Facebook, Twitter, Instagram, Discord, and YouTube.

Fidelity also provides specialized support for accounts and technical issues within specific operating hours. For users with workplace accounts, there is dedicated support available Monday to Friday from 8:30 a.m. to 12:00 a.m. ET, and for Employer Stock Plan Services (SPS), support is offered continuously from Sunday at 5:00 p.m. to Friday at 12:00 a.m. ET. College planning support is also available Monday to Friday from 8:00 a.m. to 9:00 p.m. ET.

Fidelity's customer service extends to various investment and trading services, including crypto support through the Crypto Help Desk.

Phone numbers

Fidelity Investments offers a variety of phone numbers for customers to call, depending on their specific needs. The company provides 24/7 customer service and accepts TRS and VRS relay service calls. Here are the phone numbers for different departments and services:

• For general customer service inquiries, call 1-800-FIDELITY (1-800-343-3548). This line is available 24/7 and can assist with a range of issues.
• For 401(k) or employer-sponsored account participants, the number to call is 1-800-835-5097. This line allows customers to speak with a representative about their organization's plan.
• For workplace accounts (including retirement and health savings accounts), the number is 800-835-5095. This line is open Monday through Friday from 8:30 a.m. to 12:00 a.m. ET.
• For employer stock plan services (SPS), call 800-544-9354. This line is open continuously from Sunday at 5 p.m. to Friday at 12 a.m. ET.
• For college planning services, the number is 800-544-1914. This line is open Monday through Friday from 8 a.m. to 9 p.m. ET.
• For clients with existing accounts, log in to find your assigned contacts.
• For broker-dealer advisors and planners, the number is 800-522-7297.
• For registered investment advisors, there are different numbers for different types of accounts. For Fidelity Advisor Accounts, call 877-208-0098, and for Fidelity.com Accounts, call 800-343-3548.

Social media

Fidelity Investments has a presence on several social media platforms. The company's goal for its social media platforms is to cultivate a vibrant and safe community where users can learn about financial topics, access information from Fidelity, and get their questions answered by professionals. Here are the ways you can connect with Fidelity on social media:

Reddit

Join the community of redditors, moderators, and thought leaders on r/fidelityinvestments and r/fidelitycrypto. Get your questions about products, transfers, crypto, and more answered. You can also view and post on r/fidelityinvestments for answers to your questions.

Facebook

Ask a question by commenting on the Fidelity Facebook page, and they will respond. You can also send them a direct message on Facebook for account-specific customer service through Secure Chat without having to leave the platform.

Twitter

Follow Fidelity on Twitter to get the latest market updates, news, commentary, articles, and more. Post your question or topic and mention @fidelity to connect with them. You can also send a direct message on Twitter for account-specific customer service through Secure Chat.

Instagram

Ask a question in the comments on any Instagram post or send a direct message to @fidelityinvestments. You can also send a direct message on Instagram for account-specific customer service through Secure Chat.

Discord

Interact directly with Fidelity associates in their Discord server and get your questions answered.

YouTube

Visit the Fidelity YouTube channel to watch videos on helpful topics like trading and ask questions in the comments. You can also subscribe to their channel to receive notifications about new videos that provide educational content, financial news, insights, and information about Fidelity products and services.

Advisors

Fidelity Wealth Services offers three service levels: Fidelity Advisory Services Team, Fidelity Wealth Management, and Fidelity Private Wealth Management. Each level has its own fees, features, and eligibility requirements.

If you are new to the Fidelity Advisory Services Team, you can call 800-343-3548 to schedule an appointment. If you are already a client, you can schedule an appointment or find an Investor Center.

The Fidelity Advisory Services Team provides a team of advisors who can be contacted by phone or video. They will help you build an investment strategy that considers your priorities, comfort with risk, and financial accounts. They can also help you manage your portfolio to meet your short- or long-term goals, such as retirement, buying a new home, or building an emergency fund.

Fidelity also offers tax-saving strategies to help you keep more of what you earn. They do this by using losses in your account to offset gains, reducing the tax impact when you withdraw money, and looking for opportunities throughout the year to apply tax-smart strategies to enhance your after-tax returns.

You can also find an advisor near you by visiting the Fidelity website. A dedicated advisor can help you build a flexible plan to meet your needs.

Learning resources

Fidelity offers a range of learning resources to help investors make informed decisions and achieve their financial goals. These resources are designed to cater to different learning styles and preferences, and include:

Online Lessons and Webinars

Fidelity's Learning Center offers quick, easy-to-follow online lessons on various investment topics. These lessons are accessible to users at any time and cover a wide range of topics, from creating a retirement plan to understanding sector investing. The platform also provides webinars, which are live virtual sessions with teaching experts. These webinars are particularly useful for educators, as they provide free, state-standardized personal finance workshops that can be shared with K-12 students.

Seminars

Fidelity hosts seminars that provide valuable knowledge and insights for investors at any level. These seminars cover a range of topics, including market updates, retirement planning, investment strategies, and estate planning. They are designed to help attendees reach their investment goals and make the most of Fidelity's resources.

Articles and Guides

Fidelity's website offers a wealth of written resources, including articles and guides, that cover a broad range of financial topics. These resources provide insights and tips on investing, retirement planning, managing cash, and more. The articles are tailored to different types of investors, from beginners to experienced traders, ensuring that everyone can find relevant and useful information.

Tools and Calculators

Fidelity also provides users with access to various tools and calculators to aid in financial decision-making. These tools include portfolio summary access, watch lists, tax forms, and the Stock Research Center. Additionally, Fidelity offers planning and advisory services, such as digital investment management and 1-on-1 coaching with advisors, to help users define and work towards their financial goals.

Customer Service

Fidelity's customer service team is available to answer specific questions and provide guidance on various investment topics. They can assist with topics such as setting up automatic investments, locating account numbers, and reinvesting dividends. The website also features a Frequently Asked Questions (FAQ) section, addressing common queries and concerns.

Frequently asked questions