Fidelity Investments: Contacting The Company By Phone

Fidelity Investments offers a range of customer service options, including a 24/7 virtual assistant and live chat with their team during specific hours. They also provide several phone numbers for different departments, such as 401(k), health savings, and college planning, which operate within designated time frames. It is recommended to exercise caution when receiving calls from unknown numbers claiming to be Fidelity Investments and to verify the number on their official website.

Fidelity's 24/7 phone and text message numbers

Fidelity Investments offers 24/7 phone and text message services to help you with your requests. You can call 1-800-343-3548 or 1-800-FIDELITY (343-3548) to get in touch with a representative. If you are a 401(k) or employer-sponsored account holder, you can also call 1-800-835-5097 to speak with someone about your organisation's plan.

Fidelity also offers a Virtual Assistant on its website, which is an automated natural language search engine designed to help you with your requests around the clock. This service can be found on the Fidelity website, and you can also live chat with the team during specific hours. These are Monday to Friday, 8 am to 10 pm ET, and Saturday to Sunday, 9 am to 4 pm ET.

Fidelity also provides specialised phone numbers and operating hours for different departments, such as workplace accounts, employer stock plan services, and college planning. These numbers and their respective operating hours can be found on the Fidelity website.

Additionally, Fidelity offers a range of social media channels where you can get your questions answered, including Reddit, Facebook, Twitter, Instagram, Discord, and YouTube. You can also connect with a local advisor or schedule a planning appointment to discuss your financial goals and investment strategies.

Fidelity's operating hours

Fidelity Investments offers 24/7 customer service. You can call 1-800-FIDELITY (343-3548) at any time, and there is also a 24/7 Virtual Assistant on the website. This is an automated natural language search engine to help you find information on the Fidelity website.

The operating hours for the different departments vary. For example, the 401(k), 403(b), 457, health plans, pension, HR/payroll, and workplace benefit plans department is open Monday to Friday, 8:30 a.m. to 8:30 p.m. ET. The International Trading department is open Monday to Friday, 5 a.m. to 7 p.m. ET, and the Fidelity Managed Account Representative department has the same hours.

The Investor Centers are open Monday to Friday, 8:30 a.m.-5:00 p.m., and by appointment. The Live Chat team is available Monday to Friday, 8 a.m. to 10 p.m. ET, and on weekends from 9 a.m. to 4 p.m. ET.

Fidelity also provides specific phone numbers and operating hours for different services. For instance, the Workplace Accounts team is available Monday to Friday, 8:30 a.m. to midnight ET, on 800-835-5095. The College Planning team can be reached on 800-544-1914, Monday to Friday, 8 a.m. to 9 p.m. ET.

Fidelity's mailing address

Fidelity Investments has several mailing addresses depending on the nature of your query.

For general mailing purposes, the address is:

Fidelity Investments

245 Summer Street

Boston, MA 02210

For specific departments, the mailing address is:

Fidelity Brokerage Services LLC, Member NYSE, SIPC

900 Salem Street

Smithfield, RI 02917

If you are looking to mail forms or documents, you can find the right US mailing address by visiting the Fidelity website.

Fidelity also offers a range of alternative contact methods, including a 24/7 Virtual Assistant, live chat, and phone support.

Avoiding potential scams

Fidelity Investments provides a 24/7 customer service helpline, as well as a Virtual Assistant on its website to help with any queries. Here are some phone numbers for specific departments:

• Workplace accounts: 800-835-5095
• Employer Stock Plan Services: 800-544-9354
• College planning: 800-544-1914
• International trading: 800-544-6666
• NetBenefits® representative: 888-343-8376, enter 3
• Fidelity Automated Service Telephone (FAST®): 888-343-8376, enter 3
• International trading representative: 800-544-6666
• Fidelity managed account representative: 800-544-6666
• Fidelity® Debit Card Services: 888-393-5866
• Fidelity HSA® Debit Card: 888-393-5866
• Fidelity Debit Card Services: 888-393-5866
• Fidelity Charitable® Giving Account®: 800-262-6039
• Prospective Donors & General Inquiries: 800-262-6039

Fidelity also provides a list of text message short codes and phone numbers that it uses, so that you can verify the authenticity of any text messages you receive that are claiming to be from Fidelity Investments.

Fidelity Investments has published a list of common types of scams and how to avoid them. Here are some of the most common scams and how to avoid them:

Phishing

Phishing attacks are fraudulent communications pretending to be from a person or institution you trust, aiming to access your personal information. These communications may be emails, text messages, or phone calls and often contain malicious links or attachments. Be wary of unexpected communications and never open links or attachments unless you are expecting them. Reputable businesses will not contact you to request personal information.

Smishing

Smishing is a type of phishing attack that uses text messages. These texts will claim to be from a business you trust and usually contain a fraudulent link.

Vishing

Vishing is another form of phishing that uses phone calls. The scammer will attempt to trick you into providing sensitive information or giving them access to your computer by pretending to be a representative from a company you do business with.

Grandparents scam

Scammers call or email pretending to be a grandchild or family member in distress who needs money (usually via gift card or cash) immediately. Fidelity recommends that you never send money or gifts to a sweetheart you haven’t met in person.

Romance scam

Scammers use dating websites, apps, or social media to build rapport and trust, and then start asking for money. Be aware of the warning signs: the individual professes love quickly, tries to isolate you from family and friends, asks you for money, and/or claims to be working and living far away.

Lottery/inheritance scams

Fraudsters send fake letters or emails telling people they must pay an upfront fee to claim a prize. Remember, if it sounds too good to be true, it likely is.

Imposter scams

A criminal calls pretending to be from Fidelity Investments or another reputable service provider and requests that you send them a one-time passcode. They use this to reset your password and steal your money. Never give away a security code unless you initiated the call.

Remote access scams

A criminal will call and claim to be from a well-known company. They will request access to your computer and then try to make you believe that you have a serious problem, such as a malicious software infection, that you'll have to pay them to fix. Never allow anyone to control your computer remotely or give passwords and security codes to anyone over the phone.

Social media/investment scams

Scammers use personal information shared on social media to target potential victims. They may offer deals that are too good to be true, such as investment opportunities with big gains and no risk. Always be skeptical of unsolicited investment offers and verify the source of any emails purporting to be from an investment company.

Contacting Fidelity via social media

Fidelity Investments has a significant social media presence, and customers can contact the company via several social media platforms to get their queries answered.

On Reddit, you can view and post on the r/fidelityinvestments subreddit to get answers to your questions. On Facebook, you can ask a question by commenting on the official Fidelity page, and they will respond. For Twitter, you can post your question or topic and make sure to mention @fidelity to get a response. On Instagram, you can ask a question in the comments on any post or send a direct message to @fidelityinvestments. On Discord, you can interact directly with Fidelity associates and get your questions answered.

In addition to these platforms, Fidelity also maintains a presence on YouTube, LinkedIn, TikTok, and Instagram. While they do not explicitly state that you can get answers to queries on these platforms, they are listed under the "Contact Us" section, indicating that they are official channels for customer engagement.

It is worth noting that while social media provides a quick and easy way to get answers to your questions, for more specialised support for your accounts or technical issues, you may need to contact Fidelity via phone or live chat during their operating hours (Mon-Fri 8 am-10 pm ET, Sat-Sun 9 am-4 pm ET).

Frequently asked questions