Unable to open a ROTH IRA account on Fidelity. Error: “Cant Verify your information”

Summary of User’s Issue and Solutions:

  • The user is unable to open a ROTH IRA account online at Fidelity due to an error stating their information cannot be verified.
  • The Fidelity representative suggested that the user must fill out a paper application form and send it by mail as a solution to the verification issue.
  • A link to download the necessary paper form was provided, along with instructions to select “Open an account” from the tasks list once on the forms page.
  • The user was informed that they could mail the completed form to the address listed at the bottom or deliver it to a local Fidelity Investment Center branch.
Here’s the full thread
User#0541
02/17/2023 at 16:02:59 PST
Hi there, I’ve been trying to open a ROTH IRA account online fidelity.com and everything I fill out my information on the form (correctly), I keep getting an error stating they cant verify my information. I dont have any other accounts with Fidelity, this would be my first one. Where do I go from here? I spoke to a rep on the phone and they said I’d have to fill out a paper form and send it by mail…but seriously? Is there no quicker way? Any insight would be appreciated. Thank you.
FidelitySamantha
02/17/2023 at 16:42:58 PST
Thanks for popping in with this question. Sorry to hear you’re running into this bump opening your new account.
This can happen if there is not enough verifiable information on you to complete this process online. In this instance, a paper form is needed to open the account. This form is available for download here: https://www.fidelity.com/customer-service/forms-applications/all-forms
Once there, select all forms and narrow your results by choosing “Open an account” from the tasks list. You can drop the form in the mail to the address listed at the bottom or with your local Fidelity Investment Center branch. Let me know if I can answer any questions about using the form to get your Roth IRA going!
Jay The Sniper
03/11/2023 at 02:02:09 PST
Am outside USA thats Kenya. What do i use to open account beacuse i dont have SSN number required for USA citizens?
dash
03/12/2023 at 22:38:46 PDT
@Fidelity Investments
help this person out mate
FidelityDexter
03/13/2023 at 06:08:10 PDT
Hello @Jay The Sniper, Thanks for your interest in opening an account with us! Due to international regulations, we’re unable to assist investors residing outside of the United States. We do have international affiliates to assist non-U.S. investors, although this is not available to every country. You can get more info here: https://www.fidelityinternational.com. 🟢

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