Troubleshooting Fidelity Investments Login Issues On Mac

If you're having trouble logging into your Fidelity Investments account on your Mac, there could be a few reasons why. Firstly, it's important to ensure that you're using the correct login credentials. Check that you're entering your username and password correctly, as a minor typo or mistake can lead to failed login attempts. Additionally, make sure you're using an updated browser that is compatible with Fidelity. Outdated browsers may cause issues with logging in. Another possible reason could be related to your cookies. If you've deleted your cookies, your username will no longer appear in the list of saved usernames, and you'll need to re-enter your login information. If you're still facing issues, consider contacting Fidelity's customer support for further assistance.

Logging into Fidelity Investments on a Mac via Quicken

If you are having trouble logging into your Fidelity Investment account on your Mac via Quicken, there are a few things you can try. First, make sure that you are using the correct credentials. If you have both an employer-sponsored account with Fidelity (NetBenefits) and a retail (personal) account, use the credentials for your NetBenefits account when logging in to Quicken.

If you are still unable to connect, try creating a test file and setting up the Fidelity account there. To do this, go to File > New > Start from Scratch. If this does not work, check the Financial Institution column in Account > Hide and Show Accounts to see if any old or inactive accounts are still connected to that financial institution. If so, disconnect or close those accounts.

Another possible solution is to check your keychain app on your computer to make sure you don't have any old passwords stored that could be causing the issue. To do this, open Finder and go to Applications > Utilities > Keychain Access app. In the Keychain app, set the Keychains to Login and the Category to Passwords. Find and delete any entries that show Quicken or Quicken Connect and the financial institution name. Then, quit the Keychain Access app and open Quicken to try connecting again.

If you are still unable to connect, try using a different connection method, such as Fidelity 401K.

Clearing cookies and browser cache

One of the reasons why Fidelity Investments may not be recognizing your login name is that your "cookies" were deleted. Your username is saved in a file called a "cookie", and when cookies are deleted from your computer, your username will no longer appear in the list of saved usernames.

If you believe this may be the issue, you can try clearing your browser's cache and cookies. This can be done by following these steps:

Clearing Cache and Cookies in Safari on Mac:

• Start Safari from your dock or Applications folder.
• Choose Safari > Preferences > Privacy in the menu.
• Click on "Manage Website Data."
• Select the sites that need to be cleared, then click "Remove" or "Remove All".

Clearing Cache and Cookies in Chrome on Mac:

• Click the three dots in the upper right corner.
• Go to "More Tools" > "Clear Browsing Data".
• Select a time range, such as the "Last hour" or "All time".
• Check "Cookies and other site data" and "Cached images and files", then click "Clear Data".

Clearing Cache and Cookies in Firefox on Mac:

• Open Mozilla Firefox.
• Click on the Menu button in the upper right corner.
• Select "Settings" > "Privacy & Security".
• Scroll to "Cookies and Site Data" and click "Clear Data".
• Check "Cached Web Content" and "Cookies and Site Data", then click "Clear" and "Clear Now" to proceed.

Clearing your cache and cookies can help fix loading or formatting issues on websites, improve browser speed, enhance privacy, solve website issues, save space, and ensure accurate content. However, please note that clearing cookies will temporarily log you out of most websites and may cause websites to forget your preferences and settings.

Using the Remember me feature

The "Remember me" feature on Fidelity Investments is a convenient way to keep your username encrypted and stored on the device you are using. Here's a step-by-step guide on how to use this feature:

• When logging in, simply select the "Remember me" checkbox. This will store your username on the specific device you are using.
• Your username will be encrypted and saved, so the next time you log in, it will be pre-filled, and you will only need to enter your password. For security reasons, your password will not be saved.
• You can save up to seven Fidelity usernames on a single device, and they can be accessed from the "Username" dropdown menu.
• If you are using multiple devices, such as your home and work computers, you will need to save your username on each device separately.
• For security, only the last three characters of saved usernames are displayed. If you have multiple usernames, ensure that the last three characters are different so that you can easily distinguish between them.
• It is important to note that you should not use the "Remember me" feature on public computers, such as those in libraries or internet cafes.
• If you no longer want your username saved, simply clear the "Remember me" checkbox when logging in. This will remove the username from the saved list on that specific device.
• If you have saved your username on multiple devices, you will need to remove it separately from each device.
• If your username is not appearing in the list of saved usernames, there are a few possible reasons:

• You are logging in from a different device. The "Remember me" feature saves your username on the specific device on which you selected the checkbox. To save your username on a new device, simply select "Remember me" when logging in on that device.
• More than seven Fidelity usernames have been saved on the device. Only the seven most recently logged-in usernames will appear in the dropdown list.
• Your browser cookies have been deleted. Your username is saved in a "cookie," and if these cookies are deleted, your username will no longer appear in the saved list.

If you are having trouble with the "Remember This Device" 2FA feature, try the following troubleshooting steps:

• Clear your browser cache and cookies to remove any corrupt or outdated files that may be causing interference.
• Disable your ad blocker, as certain ad blockers may interfere with Fidelity's device recognition settings.
• Use an alternative browser, as the issue may be specific to a particular browser, such as Google Chrome. Try Firefox, Safari, or Microsoft Edge instead.

By following these steps, you can take advantage of the "Remember me" feature on Fidelity Investments to securely store your username and streamline your login process.

Updating your name on your Fidelity accounts

To change your name, you will need to have a mobile phone number on file. On the "Name Change" page, enter your new name exactly as it appears on your government-issued ID. You will then be asked to verify your identity by uploading a valid government-issued ID, such as a driver's license or passport, and taking a selfie. Return to your browser after submitting your ID and selfie to complete the name change process.

Depending on the results of the validation, you may also need to provide a copy of a legal document that reflects your new name, such as a marriage certificate. Once your name change request has been processed, you will receive an email confirmation, and you can then update your checks and debit card with your new name.

Please note that name changes do not automatically update your 401(k) account. For this, you will need to contact your employer or log in to NetBenefits®. Additionally, ensure that your new name matches what is on file with the IRS to avoid any tax-related issues.

Using the latest compatible browsers

To ensure that you can use the Fidelity Investments website securely and efficiently, it is important to use the latest compatible browsers. Outdated operating systems and browsers can hinder your experience and put you at greater risk of cyber threats such as viruses and malware.

If you are using Windows 7, you need to update your computer to Windows 10. You can do this by visiting Microsoft's homepage to download the latest operating system.

• Chrome (Google's browser): Chrome should automatically update itself to the latest version without any manual intervention.
• Mozilla Firefox: Mozilla Firefox should automatically download updates and prompt you when the latest versions are available to install.
• Microsoft Internet Explorer: If you do not have Windows automatic updates turned on, you will need to update Internet Explorer on your computer manually. You can do this by visiting https://support.microsoft.com/en-gb/help/17621/internet-explorer-downloads.
• Microsoft Edge: Microsoft Edge updates are tied to Windows 10 updates. To update the Edge browser, simply update your version of Windows.
• Safari: If you have Apple updates turned on, Safari should stay up-to-date automatically. If not, visit http://www.apple.com/macos/ to download the latest version.

Frequently asked questions