How to Delete a Fidelity Account
Fidelity is an investment brokerage, popular with many professionals as a primarily online money management service. However, when the time comes to move your funds, or if you are finished investing with Fidelity in general, it's important to close your account on the way out. A lingering financial account is a dangerous piece of your digital profile. Not only does it contain the usual personal information like your email and password, but a Fidelity account also connects to your bank and, if hacked, could lead to identity theft or financial havoc.
However, deleting your fidelity account is not an obvious route. Like most financial institutes, you will need to take careful personal steps to delete your account, most likely over the phone. If you don't have the time or the details to , DoNotPay can help protect your identity and finances by ensuring a smooth account closure.
How to Delete Your Fidelity Account
Before you :
- Transfer your funds back to your bank.
- Sell or transfer your investments to another brokerage.
- Gather essential personal information.
Delete Fidelity Account With the Virtual Assistant Chatbot
If you have an account with Fidelity and all your personal information, you can close your account through the Fidelity chatbot. Their Virtual Assistant program is designed to provide basic account management services, including account closure. Of course, to use the Virtual Assistant, you will need to be logged in and have all your information ready to use during the live-chatbot conversation.
If you have a more complex account, you must call Fidelity on the phone to manage your accounts. It is their preferred way to handle any account complications to ensure a live person secures the right steps for your account management and closure.
How to Delete a Fidelity Account on Your Own
When you try to delete a Fidelity account on your own, you may find yourself spending a lot of time and only finding frustration. There are a few methods that you try, such as:
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Recover Your Fidelity Account Instead of Closing
Managing your Fidelity account is an important part of your financial planning. If you cannot currently access your account, DoNotPay can help you with account restoration, no matter what the problem is. Restoring a lost password or recovering a lost email address can be tough. Recovering a financial account like Fidelity after losing your credentials can be even harder.
- If you forgot your password, we can also help you recover it.
- If you can't access your email, DoNotPay can help change the email for your account.
- If you are locked out of your account, DoNotPay will get Fidelity to unlock it.
Reasons to Delete a Fidelity Account
You Want to Manage Your Money Elsewhere
Life and financial planning can change over the years. If your time investing with Fidelity is over, you may want to move your finances and invest elsewhere. You might choose to delete your fidelity account because there are better opportunities elsewhere or because you are dissatisfied with Fidelity's services. If you are having trouble managing your account and closing out Fidelity, DoNotPay can take steps for you.
You No Longer Use Your Fidelity Account
If you have already moved all of your finances out of Fidelity and the account is empty, it's important not to leave the account dormant. Closing your Fidelity account is the best way to keep your information safe without a lingering login that hackers can exploit. You can always reopen your accounts if you need Fidelity in the future. DoNotPay can help you close the account for now.
You Need to Close the Fidelity Account of a Deceased Loved One
Financial management also sometimes involves financing a loved one who is no longer with us. If you are managing someone's estate who passed away, you may need to close their Fidelity accounts. Of course, deleting the account of someone other than yourself, especially if they are not there to provide credentials and details, can be especially challenging. DoNotPay can help you navigate this difficult situation.
Deleting Your Fidelity Account With the Help of DoNotPay
If you haven't successfully deleted your Fidelity account through the typical channels, DoNotPay can help. You may be having trouble logging in to use the Virtual Assistant tool or even having trouble with customer service through the phone lines. Managing and closing financial accounts can be difficult, but not impossible.
If you don't have the time to spend hours on the phone sorting out your account troubles, we do. As an online service, we can get in touch with Fidelity and make sure your accounts are accessible, cleared, or closed based on your individual needs.
If you want to delete old accounts but don't know where to start, DoNotPay has you covered in 7 easy steps:
- Go to Delete Old Accounts product on DoNotPay.
- Select the type of account you are trying to delete, such as email, streaming service, social media, gaming, eCommerce, and more.
- Tell us more about your account, including usernames and associated emails / phone numbers.
- Help us verify your account ownership by entering the date you first created the account, when you last logged in, any payment methods saved under the account, etc.
- Upload photographic evidence if you have any that can help prove your account ownership.
- Enter any last known or previously used passwords.
- Enter your contact information and submit the task!
DoNotPay Works Across All Accounts With the Click of a Button
If you are working on deleting several accounts and clearing up your digital records, DoNotPay is here to help. Aside from deleting your Fidelity account, we can also assist you in removing your accounts in:
What Else Can DoNotPay Do?
DoNotPay was designed to make life easier, more affordable, and to handle hassle when you don't have the time. Here are a few other helpful services to manage your online accounts for clean records and improve your cybersecurity.
- Appeal Banned Account
- Spam Collector
- Free Trials Without Charge
- File a Complaint
- Item Return Requests
Today, online accounts have become an important part of careful financial management. DoNotPay can help you access or delete your Fidelity account according to your needs.