Fidelity Bank is headquartered in Dunmore, Pennsylvania, they offer accounts like CDs and Savings Accounts. If you recently open an account with Fidelity Bank and don’t know where to start regarding online banking, continue reading below, you can learn how to make the most of your Commerce Bank account.
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How to Create A Fidelity Account
Make to to have the following information when you’re planning on opening a brokerage account:
- Social Security number
- Date of birth
- Email address
- Mailing address
- Phone number
- Employment information, if applicable
Furthermore, you will also include any relevant banking information in order to funds your accounts. If you’re moving assets from another brokerage firm to Fidelity, you will also need that asset’s account information.
Setting Up A Fidelity Account Login
Once you’ve opened your account, you can create a Fidelity Investments login. It’s an easy process, you’ll be asked to verify your brokerage account then create your login information!
Afterwards, you can start using Fidelity online. If you happen to find yourself losing your Fidelity password, you can easily reset it by providing the needed information about your account.
You can use the same username and password on Fidelity’s other service channels:
- Fidelity.com: Brokerage accounts, personal retirement accounts such as IRAs
- NetBenefits.com: Employer-sponsored accounts such as 401(k), 403b, health plans, pension, and payroll
- Charitablegift.com: Charitable gift fund accounts
Not only that, you can also use the same username and password to access Fidelity representatives on the phone.
This is required to all accounts that you decide to open, including your Fidelity 401(k) login.
Fidelity also offers the following security features to customers:
- Security text alerts
- Two-factor authentication
- Fidelity MyVoice (voice recognition security)
Online banking can be beneficial for you because instead of having to visit a physical branch to conduct business, or mail out checks using the postal service, you can do it all on your computer or other devices.
Not your bank? If you’re banking with another institution, you can check out our bank guide master list to help you with your banking questions or browse through our archives. For more options from a variety of banks, see our list of the best bank promotions!