Contacting Fidelity Investments: A Guide To Reaching Employees

Fidelity Investments offers a variety of ways to get in touch with its employees and receive customer support. The company has a Virtual Assistant available 24/7 on its website, which can help with requests and direct you to the right department. Live chat with the team is also available during specific hours, and there is a phone number to call to speak to a representative. Additionally, Fidelity Investments has a presence on several social media platforms, including Facebook, Twitter, Instagram, Reddit, and Discord, where users can ask questions and receive support.

Contacting via phone

Contacting Fidelity Investments by phone is a straightforward process. Here is a comprehensive guide to help you navigate the phone system and reach the right person efficiently:

Phone Availability

Fidelity Investments offers 24/7 phone support, ensuring that you can always reach out for assistance. This availability is particularly convenient for urgent queries or issues that require immediate attention outside of regular business hours.

Phone Number

The main customer service number for Fidelity Investments is 1-800-FIDELITY (1-800-343-3548). This number serves as a central point of contact for various inquiries and connects you to a Fidelity representative who can assist you further.

Department-Specific Numbers

Fidelity Investments also provides specific phone numbers for different departments, allowing you to reach specialized support more directly. These numbers are available on the Fidelity website and are organized according to the nature of your inquiry. For instance, there are dedicated lines for 401(k) or employer-sponsored account participants, college planning, and more. Utilizing these department-specific numbers can expedite your query and connect you with the most relevant team member.

Relay Services

Fidelity Investments accommodates users who are deaf, hard of hearing, or have a speech impairment. They accept TRS and VRS relay service calls. To contact them using these services, simply use your preferred technology and dial 711 to connect with the FCC Telecommunications Relay Service (TRS). For users of American Sign Language, you can utilize your preferred provider to reach Fidelity through the Video Relay Service (VRS).

Wait Times

It is important to note that wait times may vary when calling Fidelity Investments. To avoid potential delays, it is recommended to contact them outside of market hours, typically from Monday to Friday, 9:30 a.m. to 4:00 p.m. ET. This helps ensure a faster connection with a Fidelity associate.

Contacting via social media

Fidelity Investments has a presence on several social media platforms, and you can contact its employees through these channels. Here are the ways you can reach out to them:

• Reddit: View and post on the r/fidelityinvestments subreddit to get your questions answered.
• Facebook: Ask a question by commenting on the official Fidelity Facebook page.
• Twitter: Post your question or topic and mention @fidelity on Twitter to connect.
• Instagram: Ask your question in the comments on any Instagram post or send a direct message to @fidelityinvestments.
• Discord: Interact directly with Fidelity associates in the official Discord server.
• YouTube: Visit the official YouTube channel to watch videos on helpful topics and ask questions in the comments.

In addition to these social media platforms, Fidelity also has a presence on TikTok, LinkedIn, and other channels.

Contacting via email

When contacting a Fidelity Investments employee via email, there are a few things to keep in mind. Firstly, Fidelity Investments takes the privacy and security of its users' information very seriously. When using their email services, you agree to input your real email address and only send emails to people you know. This is because, in some jurisdictions, falsely identifying yourself in an email is a violation of the law.

Additionally, all information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will automatically be formatted as "Fidelity.com: ".

Fidelity Investments offers a Virtual Assistant service that is designed to help users with their requests 24/7. This can be a good starting point for simple queries or for being directed to the correct department.

For more complex or account-specific queries, it is recommended to send a secure message by logging into your Fidelity account. This allows you to communicate directly with your dedicated Fidelity advisor and resolve any non-time-sensitive issues.

If you are unable to access your account or are experiencing technical difficulties, you can try contacting Fidelity Investments via their social media channels, such as Facebook, Twitter, Instagram, or Discord.

Contacting via live chat

Live chat is a convenient way to get in touch with Fidelity Investments' customer support team. Here's a step-by-step guide on how to contact an employee at Fidelity Investments via live chat:

• Visit the Fidelity Contact Page: Go to the official website of Fidelity Investments and navigate to their Contact page, which is usually available under the "Contact Us" or "Customer Service" section.
• Initiate Live Chat: Once you're on the Contact page, look for the "Chat with an Investment Professional" button or a similar option. Click on that button to initiate the live chat session.
• Availability: It's important to note that live chat support is typically available during specific hours. According to their website, the live chat service operates from Monday to Friday, 8 a.m. to 10 p.m. ET, and on Saturdays and Sundays from 9 a.m. to 4 p.m. ET. If you attempt to access live chat outside of these hours, you may see a message indicating that the service is unavailable.
• Wait Times: Depending on the volume of chats, you might experience a short wait time before being connected to a live agent. Fidelity mentions that wait times can vary, so it's advisable to keep that in mind, especially during peak hours.
• Chat with an Agent: Once your chat request is accepted, you will be connected to a live customer support agent. You can then discuss your queries or concerns with the agent and seek assistance accordingly.
• Alternative Options: In the event that live chat is unavailable or if you prefer other communication channels, Fidelity Investments offers multiple ways to get in touch. You can call their customer service number at 1-800-FIDELITY (343-3548) or try their other support channels, such as social media, email, or mailing addresses.

Remember to have your relevant account information ready when initiating the live chat, as it may be necessary to provide those details for a more efficient and effective resolution to your queries.

Contacting in-person

To contact a Fidelity Investments employee in person, you can visit a Fidelity Investor Centre. Here are the steps to find and contact a Fidelity Investor Centre:

• Find a Fidelity Investor Centre near you: Visit the Fidelity website and access the "Find an advisor near you" section under the Contact Us page. Here, you can search for a Fidelity Investor Centre by entering your location details, such as city, state, or zip code.
• Contact the Fidelity Investor Centre: Once you have located a nearby Investor Centre, you can contact them directly by calling the phone number provided on the Fidelity website. This will allow you to inquire about their operating hours, services offered, and any specific instructions or guidelines they may have for in-person visits.
• Schedule an appointment: Depending on the Investor Centre's policies, you may need to schedule an appointment for an in-person meeting with a Fidelity employee. During your call, ask about the process for setting up an appointment and any necessary preparations.
• Visit the Fidelity Investor Centre: Plan your visit by noting the address and directions to the Investor Centre. Bring any relevant documents or information needed for your discussion with the Fidelity employee.
• In-person meeting: During your visit, you can meet with a Fidelity employee in person to discuss your queries or receive assistance with your investments or financial planning.

Remember to follow any health and safety guidelines, such as wearing a mask or maintaining social distancing, when visiting a Fidelity Investor Centre in person.

Frequently asked questions