How can I check my account registration details?
Here’s a summary of the main issue and solutions discussed:
- Main Problem: The user, MGoLou, wants to know how to view the names/entities under which their different accounts (brokerage and cash management) are registered, as this information is not available on the website.
- Solution Offered: Fidelity representatives suggest contacting them directly via social media or by calling their 24/7 customer service for assistance in obtaining account registration details.
- User Feedback: MGoLou expressed inconvenience in having to call for this information and requested that the ability to view account registrations online be considered for future implementation.
Here’s the full thread
Hi Fidelity! Is there a way to view which name/entity my different accounts are registered under? For example, I want to know if my brokerage account is registered under my own name or under the names of both my wife and me. I also want to know how if my cash management account is registered under my trust. I see the options to “change account registration” but I do not see how to view my current account registrations. Thank you for the help.
Hey there! Thank you for reaching out to us on our Discord.
While there isn’t a way to see this information on our website, we can provide you with it ourselves. Feel free to contact us on any social media platform via a direct message or by calling one of our 24/7 customer service representatives. You can reach an associate using the link below:
Contact us: https://www.fidelity.com/customer-service/contact-us
We look forward to hearing from you. 🟢
Thanks for responding James. I know I can always call in to get information. It’s just very inconvenient. If you can pass on this feedback to the appropriate team: I think you should be able to view your account registrations online.
Hi, @MGoLou. We’ll certainly pass along this feedback. Thank you for sharing! 🟢