Online Access for Fidelity Clients
Wide choice, competitive charges and having all your investments in one convenient place are just some of the reasons we choose Fidelity to administer your investments. However, did you know you can also access your account 24 hours a day, 365 days a year? That’s because you can view your account online, including your ISAs, pensions and any other investments, in the same way you check your bank and other financial accounts. All you need to do is register – it’s easy and brings lots of advantages. It’s very secure too. Fidelity use proven, industry-recognised security tools and processes to help keep everything safe.
The benefits of your secure Fidelity account:
View the very latest valuation of all your investments whenever you wish.
Elect to receive and view all your documents online, such as your latest Statement and Valuation (you will still be able to download and print a document if you need to). An email notification will be sent to you each time a new document is posted.
Complete simple tasks online, such as updating your personal details when these change. still here to help you with any queries or new requirements.
You can also download Fidelity’s highly-rated mobile App, so you can view your accounts wherever you may be.
What’s more, if you choose to go paperless, you’ll be helping to reduce the impact on the environment too. This also counters the threat of identity theft as the risk of post being intercepted is reduced. And, your financial adviser is still there to help you with any queries or new requirements.
Registering for your online account is quick and easy
You’ll need your 10-digit Fidelity Customer Reference Number (which begins with 100), National Insurance number or Fidelity Account Number, a mobile number and access to your email. Fidelity’s step-by-step guide can take you through this straightforward process. As soon as you are registered you can then download the mobile App, which is available for the iPhone from the Apple app store and for Android from the Google play store. If you would like to know more, please contact your financial adviser or speak to one of the GDA team.
This article isn’t personal advice. If you’re not sure whether a course of action is right for you, ask for financial advice.
