Fidelity Account Access

PLEASE NOTE: You may set-up most accounts online at The website will walk you through how to set up your account(s) with your social security number. If you have difficulty with this or would like more detailed instructions contact our office.

If your account is a 401(k) account, contact your employer. They will need to sign an authorization to allow you on-line access. Once Fidelity has established your account on-line our office will send you a temporary password.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.