Contacting Fidelity Customer Service Center
Fidelity is a financial company that offers trust, college savings, corporate stock plans and other financial planning to consumers on a personal and business level.Click here to leave a comment about your customer service experience.
Phone Contact Numbers
You can use the Fidelity phone numbers listed below to contact customer service for each of the most popular Fidelity financial programs. When in doubt, use the New Customers phone numbers to be routed to the proper Fidelity department.
- New Customers: 1-800-343-3548
- Personal Account Holders: 1-800-544-6666
- Retirement Assistance: 1-800-544-4774
- 529 College Savings Plans: 1-800-544-1914
- Corporate Stock Plans: 1-800-544-9354
- TDD: 1-800-544-0118
- Employer Programs: 1-800-835-5097
You can use the Fidelity customer service address listed here to contact the financial company, but if you’re having financial issues or problems with your account, it is best to use phone or email contact in place of standard mail. Fidelity is a huge company and it could take a long time to answer your letter. In addition, it is NOT safe to send detailed financial information through the mail.
Fidelity InvestmentsPO Box 770001Cincinnati, OH 45277-0003
Customer Service Email
When you want to learn more about Fidelity or ask a simple question that does not pertain to a personal or business financial matter, the email contact form located at https://email.fidelity.com/ftgw/olsc/Secure/v_eMail/Chooser is a good choice. Especially if you don’t want to wait on hold or reveal tons of information to a representative before being able to ask your question.
The Fidelity customer service line for new customers is automated. Though this number is listed for new customers, the first options give are for existing customers. You can press 1 for transaction on an existing account, 2 for existing customers for investment help, 3 to learn more about being a customer with Fidelity. We pressed 0, but that forced the automated system to request a user name or social security number. If you enter nothing your call will be placed on hold for customer service. Our call was answered in about 1:15. The agent was bright and bubbly and more than willing to send us information on the Fidelity 529 Plan. We were never asked for personal information like a social security number, so you do NOT have to enter that information when asked by the automated system. We did have to reveal our address for obvious reasons.