If you're looking for information on the Fidelity Retirement Portal, you've come to the right place. In this article, we'll show you how to login and access all the resources available on the site. Don't miss out - keep reading for instructions!
What is Fidelity?
Fidelity is a global provider of retirement products and services, with more than $2 trillion in assets under management.
Fidelity offers retirement plan and investment management products and services to individuals, businesses, and institutions around the world.
How to Login to Fidelity Retirement Portal?
To login to the Fidelity Retirement Portal, visit fidelity.com/login and enter your user name and password. You will be prompted to create a new password if you have not done so in the past.
How to login to your retirement portal
Simply log in to your retirement portal to explore your account information, make changes, and more.
Your retirement account overview
If you're like most Americans, you probably have a retirement account with a company like Fidelity. But what's the best way to access your account and make the most of your savings?
Here's everything you need to know about logging in to your retirement account with Fidelity:
1. First, make sure you have an active Fidelity account. If you don't have one yet, you can create an account online or over the phone.
2. Once you've got an account, login using your username and password. You'll see the main menu on the screen, which includes links to your account overview, transactions history, and more.
3. To get started with your retirement planning, head over to the Retirement Planning section of the menu and explore all of the options available to you. You can calculate how much money you need saved for retirement, figure out how much income will be available after you retire, and learn more about employer contributions and other ways to save for retirement.
4. If there are any questions or concerns about your retirement account or financial planning in general, don't hesitate to reach out to Fidelity experts for help. They're happy to answer any questions and walk
How to make changes to your account
If you're looking to make changes to your account - like adding a new beneficiary or changing your contact information - you can do so through the Fidelity Retirement Portal. Here's how to login:
Log in to the Fidelity Retirement Portal with your username and password. Click on My Account on the left-hand side menu. Select Change Your Account Details from the menu on the right. Enter yourusername and password, and click Log In. Select My Beneficiaries on the left-hand side menu. Click Add New Beneficiary. Enter your beneficiary's name, social security number, gender, date of birth, and email address. Click Save Changes.
And that's all there is to it! If you need help getting started, their team is available 24/7 to assist you at 1-800-FIDELITY (1-800-343-3339).
How to get help with your retirement account
If you have a Fidelity retirement account, you can use the portal to get help with your account. The portal has tools to help you track your investments, understand your options, and more. You can also chat with a representative about your account.
Conclusion
If you're looking to sign up for or manage your Fidelity retirement account, you'll need to login first. Here are the steps to follow:
1. Navigate to fidelityretirement.com and enter your username and password in the login form on the homepage.
2. If you have a PIN, enter that too now (you will need it to access some of your account information).
3. Click "Account Info" in the sidebar and then click on "My Accounts." You'll see your account information listed under "My Accounts & Info."
4. Under "Manage My Account," click on "Login." Enter your Username and Password again, and then click on thebutton below it. You'll be taken to a page where you can select which accounts you would like to manage from drop-down menus (for example, brokerage accounts, taxable accounts, etc.), as well as set up email notification preferences for each type of account!