How to check Fidelity account balance on phone

How to check Fidelity account balance on phone

If you’re an investor with Fidelity, you’ll want to keep a close eye on your account balance. It’s essential to make informed decisions about your investment portfolio. Fortunately, checking your Fidelity account balance on your phone is quick and easy.

How to check Fidelity account balance on phone

Here are the steps:

• Step 1: Download the Fidelity Mobile App

The first step to check your Fidelity account balance on your phone is to download the Fidelity mobile app. You can download the app from the App Store or Google Play.

• Step 2: Log In

After downloading the app, you’ll need to log in to your Fidelity account. Enter your username and password to log in.

• Step 3: Select the Account You Want to Check

Once you’ve logged in, select the account you want to check. You can see your account balances for your brokerage accounts, retirement accounts, and more.

• Step 4: Check Your Account Balance

After selecting your account, you’ll be able to see your account balance. You can view your balance as well as the details of your account, including holdings, transactions, and more.

• Step 5: Set Up Alerts

Fidelity also offers the option to set up alerts for your account. This way, you’ll receive notifications when your account balance changes, or when certain securities reach a specific price. To set up alerts, click on the “Alerts” button in the Fidelity mobile app.

In conclusion, checking your Fidelity account balance on your phone is quick and easy. By downloading the Fidelity mobile app, logging in, and selecting the account you want to check, you can see your account balance and details in just a few clicks. With the added feature of setting up alerts, you can stay informed of changes to your account balance and securities prices. Happy investing!

Other available methods

Aside from checking your Fidelity account balance on your phone, there are other available methods you can use to access your account and review your account balance. Here are some of them:

Fidelity website

You can log in to the Fidelity website using a web browser on your phone, tablet, or computer. After logging in, you can view your account balance and other account details.

Fidelity automated phone service

Fidelity has an automated phone service that you can use to check your account balance. You can call the Fidelity phone number and follow the voice prompts to access your account information.

Fidelity customer service

If you prefer to speak with a customer service representative, you can call Fidelity customer service. The representative can assist you in checking your account balance and answer any questions you may have about your account.

Fidelity statements

Fidelity sends account statements to its customers regularly. These statements include your account balance and transaction details. You can review these statements to stay informed about your account balance.

In conclusion, there are multiple methods available for checking your Fidelity account balance. You can use the Fidelity website, automated phone service, customer service, and statements to access your account information. Choose the method that works best for you to stay informed about your investments.