Fidelity Investments is a prestigious mutual fund company and one of the largest holding companies in the United States. With over $2 trillion in assets under management, it's no surprise that Fidelity has developed a comprehensive online portal for its customers. In this article, we'll walk you through the process of logging in to your Fidelity Portal account.
What is Fidelity Portal?
Fidelity Portal is a digital asset management (DAM) and investment advisory service that allows users to manage their investments online. With Fidelity Portal, you can easily keep track of your portfolio, monitor your performance, and make informed investment decisions.
How to Login to Fidelity Portal?
To login to Fidelity Portal, open the website and click on the “Login” link in the upper right corner of the homepage. Enter your email address and password and click on the “Login” button. Once you have logged in, you will be taken to the homepage where you can begin working with your account.
How to login to Fidelity Portal
If you are a Fidelity customer, you can login to your portal using the following credentials:
- Your Fidelity account ID
- Your passcode
- Your email address
- The domain name (if applicable)
:
To login, click here.
How to use Fidelity Portal
Login to Fidelity Portal using your username and password.
1. Go to https://portal.fidelity.com/.
2. Enter your username and password in the login fields, and click Login.
3. If you are not already logged in, you will be prompted to log in.
4. On the homepage, click My Accounts on the top right corner of the page.
5. Click on the Account Tab on the left side of the page.
6. Select My Portfolios from the drop-down list at the top of the page.
7. On the right side of the page, under Account Details, click on My Accounts Summary to view your account information summary including account balances and account fees (if applicable).
8. Under Account Details, click on Transaction History to view a history of your recent transactions (including account transfers and account creations).
Conclusion
If you're having trouble logging in to your Fidelity account, be sure to check out their helpful guide. We'll show you how to login using both your username and password, as well as how to reset either of those credentials if they become lost or forgotten. Be sure to bookmark this page so that you can easily access it next time you have a question about logging in to your Fidelity account.