Connect with us

Delete Account

How to Delete Fidelity Account [2 Methods]

Published

on

How to Delete Fidelity Account

Fidelity is a brokerage firm that offers trading, cash management, mutual funds, financial Planning, retirement plans, and more. Doing so helps us manage our business finances and also meet the business requirements. However, this might not be the perfect choice for everyone. So, if you already have an account but no longer need their service, you can always delete the Fidelity account.

How to Delete Fidelity Account by Phone

Before starting the process, ensure you have all the required documents, and then proceed with the method.

1. First, search for the Fidelity phone number and reach out to customer support at 800-343-3548.

2. You will be connected to a customer support representative.

3. Tell them the reason why you want to close your account and also say what type of account you want to close.

4. Provide them with all the details, including phone number, account number, address, and last 4 digit number of the Social Security number, to confirm your identity.

5. By doing so, they can proceed with the deletion process.

Note: It is important to note the date and timing of the phone call you are talking with the customer care service. Also, note the representative name with whom you talked.

How to Delete Fidelity Account Via Mail

1. To delete the Fidelity account by mail, find the correct Mailing address.

2. Then, write a request letter to close the account by providing valid details like the account number, the date of the account opened, the telephone number, and all members you listed on your account.

3. Further, send your letter to Fidelity through the mail.

  • You can request a signature if you want delivery proof.

4. Once the account gets deleted, you will receive confirmation from Fidelity.

Note: Sometimes, they might charge you for closing an account. The fee amount details will be shared with you by the representative.

How to Close Fidelity Account for Another Person

If you are assigned to close a deceased person’s account, you can proceed with these steps.

1. First, inform Fidelity that the person is no more. On the Website, you will find a page for this purpose.

2. Enter the person’s details, including Name, date of birth, date of death, and Social Security number.

3. Now, Fidelity will ask for documents like the person’s death certificate and a letter of testamentary.

  • It is necessary to submit these details so you won’t face any issues while distributing the deceased person’s assets.

4. Once all the legal documents are ready, you can contact Fidelity. After submitting the death certificate on the Fidelity website, you can request a meeting with the representative.

  • If you are the executor, you can provide a Letter of testamentary, and you have to tell the Fidelity where the funds of the dead person should be transferred.

Note: If you are a beneficiary, you must provide the deceased person’s account details to Fidelity.

The deletion process of the Fidelity account may take some time. In some cases, they will charge fees if you close an account. After Closing the account, if any amount is left in your account, Fidelity will return the payment at the closure time.

Tips! Similarly, there are few other stock trading applications like Robinhood that lets you invest in equities and more.

FAQ

How to delete the Fidelity order?

To delete a Fidelity order, navigate to the Orders page and select the Cancel option. You must send a request to cancel the order before the closing price of the order is calculated.

How to delete Fidelity Account on the app?

To delete the Fidelity account on the app, go to the Portfolio and tap the Summary screen. Under the Select Action drop-down list, hit the Delete button. This app is available for iPhone and Android devices.

How to cancel the Fidelity home warranty?

If you want to cancel the Fidelity home warranty, you have to pay a $50 fee.

How to cancel Fidelity Warranty Service?

To cancel the Fidelity Warranty service, then contact 800-327-5172.

How to Delete Fidelity Account online?

The Fidelity website has an inbuilt messaging system, so you can send the broker a written request to delete the account. Also, you can contact the broker through fax.

Click to comment

Leave a Reply

Your email address will not be published. Required fields are marked *