Client Login Guide - Fidelity Online Access

Modified on Mon, Mar 9 at 8:47 PM

Getting Started: Log in

Fidelity.com/portfolio


The attached PDF provides information on how clients can sign up to view their Schwab Alliance accounts. The guide also provides information on what features are available for clients to manage their account. This includes how to change document delivery preferences.  


If a client has any trouble with logging in using this guide, then they should reach out to Fidelity Customer Service for assistance.

Fidelity Customer Service phone: 800-343-3548





 

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