Broker Check

Account Access

Fidelity Investment Accounts:

Technical Support desk: (800)544-7595

Please go to Fidelity.com and click on the ‘Need Help Logging In?’ link. Then select ‘Register Now’ to create a user ID and password.

Once you establish on line access, follow the steps below to set up eDelivery of statements, confirms, tax and proxy mailings.

  • Select Customer Service  > Statement Delivery Preference > Update eDelivery or Mail Options. The eDelivery/Paper Mail page will appear.
  • Under Account Documents, select Choose eDelivery or U.S. Mail for individual mailings or all mailings.
  • Click Update Account Documents

Triad Brokerage Accounts:

Technical Support Desk: (800)720-4003

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.