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My Account – What is the online registration process?

If you are an existing FideliTrade account holder, you can view your transactions and holdings online. By clicking on the Enroll link on the top of any page, you’ll begin the registration process. The first page will verify your account information. Please be sure to enter the same email address that FideliTrade has on file for you.  If you’re not sure which email address you have provided, you can call 800-223-1080 and select Option #2.

Once you click submit, you’ll receive an email with a link to complete your registration.

After you click on the link in the email, you can finish setting up your online account.

Please call 800-223-1080 and select Option #2 for Client Services if you have any questions.