Broker Check

Account Access

Fidelity Investment Accounts:

Technical Support desk: (800)544-7595

Please go to 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

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