As one of the largest and most trusted financial services companies in the world, Fidelity Investments offers a wide range of investment products and services to individual investors, businesses, and institutions. With over 30 million customers and $2.7 trillion in assets under management, it’s no surprise that Fidelity Investments receives a high volume of customer inquiries every day. Whether you’re a new investor looking to open an account, an existing customer with questions about your portfolio, or a business owner seeking guidance on employee benefits, contacting Fidelity Investments by phone is a convenient and efficient way to get the support you need.
Why Contact Fidelity Investments by Phone?
In today’s digital age, it’s easy to assume that online support is the preferred method of communication. However, there are certain situations where speaking with a live representative is more effective and efficient. For instance, if you have a complex question or concern that requires personalized attention, a phone call can provide more immediate and detailed support. Additionally, phone support allows you to ask follow-up questions and clarify any doubts in real-time, which can be particularly useful when discussing sensitive financial matters.
Benefits of Phone Support
Some of the key benefits of contacting Fidelity Investments by phone include:
- Personalized Support: Phone support allows you to speak directly with a trained representative who can provide personalized guidance and support tailored to your specific needs.
- Immediate Attention: Phone support provides immediate attention to your concerns, which can be particularly useful in time-sensitive situations or when dealing with complex financial matters.
- Clarity and Convenience: Phone support allows you to ask follow-up questions and clarify any doubts in real-time, making it a convenient way to get the support you need quickly and efficiently.
How to Contact Fidelity Investments by Phone
Contacting Fidelity Investments by phone is relatively straightforward. Here are the steps to follow:
Fidelity Investments Phone Numbers
Fidelity Investments offers a range of phone numbers to cater to different customer needs. Here are some of the most commonly used phone numbers:
- General Customer Service: 1-800-FIDELITY (1-800-343-3548)
- New Accounts and Applications: 1-866-968-2129
- Brokerage Accounts: 1-800-343-3548
- Retirement Accounts: 1-800-544-1115
- Employee Benefits and 401(k) Plans: 1-800-544-1115
Please note that phone numbers may be subject to change, and it’s always a good idea to check the Fidelity Investments website or mobile app for the most up-to-date contact information.
Calling Fidelity Investments from Abroad
If you’re calling Fidelity Investments from outside the United States, you’ll need to use a different phone number. Here are some international phone numbers to contact Fidelity Investments:
- International Brokerage Services: +1-617-745-3773
- International Retirement Services: +1-617-745-3773
Please note that international calling rates may apply, and it’s always a good idea to check with your local phone service provider for more information.
Phone Hours of Operation
Fidelity Investments phone support is available Monday through Friday, from 8:00 a.m. to 9:00 p.m. Eastern Time (ET). However, please note that hours may vary on weekends and holidays, and it’s always a good idea to check the Fidelity Investments website or mobile app for the most up-to-date information on phone hours of operation.
What to Expect When You Call
When you call Fidelity Investments, you’ll be greeted by an automated system that will ask you to select your language preference and the reason for your call. From there, you’ll be connected with a live representative who will ask for your account information and assist you with your inquiry.
Tips for a Smooth and Efficient Call
To ensure a smooth and efficient call, here are some tips to keep in mind:
- Have Your Account Information Ready: Make sure you have your account number, username, or other identifying information ready to provide to the representative.
- Be Clear and Concise: Clearly explain the reason for your call and the assistance you need, and be prepared to provide additional details as needed.
- Ask Questions: Don’t hesitate to ask questions or seek clarification if you’re unsure about something.
- Be Patient: Phone wait times can vary, so be patient and courteous to the representative when you’re connected.
Additional Ways to Contact Fidelity Investments
While phone support is a convenient way to contact Fidelity Investments, there are other ways to get in touch with the company. Here are some additional options:
Fidelity Investments Website and Online Chat
Fidelity Investments offers a comprehensive website with a range of online resources and tools, including online chat support. You can visit the Fidelity Investments website at www.fidelity.com and click on the “Chat” button to connect with a live representative.
Fidelity Investments Mobile App
Fidelity Investments also offers a mobile app that allows you to manage your accounts, track your investments, and access customer support on the go. You can download the Fidelity Investments mobile app from the App Store or Google Play.
Email and Secure Messaging
Fidelity Investments also offers email and secure messaging services, which allow you to send messages and documents to the company securely. You can access email and secure messaging through the Fidelity Investments website or mobile app.
Branch Offices and Financial Advisors
Fidelity Investments has a network of branch offices and financial advisors located throughout the United States. You can visit a branch office or schedule a meeting with a financial advisor to get personalized guidance and support.
Conclusion
Contacting Fidelity Investments by phone is a convenient and efficient way to get the support you need. By following the steps outlined in this article, you can quickly and easily connect with a live representative who can assist you with your inquiry. Whether you’re a new investor, an existing customer, or a business owner, Fidelity Investments’ phone support team is available to help you achieve your financial goals.
What is the best time to call Fidelity Investments?
The best time to call Fidelity Investments depends on your personal schedule and preferences. However, it’s generally recommended to call during weekdays, specifically between 10 am and 4 pm ET, when their customer service representatives are more available to attend to your queries.
Avoid calling during peak hours, such as lunchtime (12 pm – 1 pm ET) or end-of-day trading hours (3 pm – 4 pm ET), as wait times may be longer. If you’re not in a hurry, you can also consider calling during off-peak hours or using their online chat support, which is available 24/7.
How do I navigate the Fidelity phone menu?
Navigating the Fidelity phone menu can be overwhelming, but it’s essential to stay calm and listen carefully to the prompts. Start by dialing the main customer service number, and then follow the automated instructions to select your language and the reason for your call.
As you progress through the menu, be prepared to provide your account information, including your username, password, or other identifying details. If you’re unsure about which option to choose, don’t hesitate to ask the representative for assistance. Remember to stay patient and courteous, as the representatives are there to help you with your queries.
What information do I need to have ready when calling Fidelity?
Before calling Fidelity, make sure you have the following information ready: your account number, username, password, Social Security number, and any relevant documentation related to your inquiry. Having this information readily available will help expedite the process and ensure a smoother conversation with the representative.
Additionally, be prepared to provide detailed information about your concern or question, including any error messages, transaction dates, or other relevant details. This will help the representative better understand your issue and provide a more accurate solution.
How long does it take to resolve an issue with Fidelity over the phone?
The resolution time for phone-based issues with Fidelity varies depending on the complexity of the problem and the representative’s workload. Simple inquiries, such as checking account balances or transaction history, are typically resolved within a few minutes.
More complex issues, like resolving technical errors or addressing account discrepancies, may require longer resolution times. In some cases, the representative may need to escalate the issue to a specialized team or supervisor, which can take several hours or even days. Be patient and stay informed about the progress of your issue.
Can I request a callback from Fidelity?
Yes, Fidelity offers a callback feature for customers who prefer not to wait on hold. When you call their customer service number, simply follow the prompts to request a callback. You will be asked to provide your phone number and a preferred callback time.
Once you’ve requested a callback, a Fidelity representative will call you back within the specified time frame. This feature can be particularly helpful during peak hours or if you have a busy schedule. Just ensure you’re available to receive the call at the designated time.
Is Fidelity’s phone support available in multiple languages?
Yes, Fidelity’s phone support is available in multiple languages to cater to their diverse customer base. They offer support in languages such as Spanish, Chinese, and Portuguese, among others.
To access language support, simply follow the prompts when you call their customer service number. Select your preferred language, and you will be connected to a representative who can assist you in that language. This service is available during regular business hours.
Can I contact Fidelity via email or online chat?
Yes, Fidelity offers alternative contact methods beyond phone support. You can reach out to them via email or online chat, which are available 24/7.
To contact Fidelity via email, simply visit their website and click on the “Contact Us” section. Fill out the email form, and a representative will respond to your inquiry within a few hours. For online chat, click on the “Chat with Us” button on their website, and a representative will assist you in real-time.