Recently one of our clients was required to upload a Photo ID to Fidelity using the Fidelity Secure Message Center.
Even Fidelity says that their Secure Message Center is hidden and they should have a tutorial to find it. This article is the missing tutorial: a guide on how to find the Fidelity Secure Message Center.
After logging into Fidelity, there should be a “Messages” link on the far right of the black bar at the top. Click on “Messages”.
This will bring up Fidelity’s “Communication Center”.
On the left column, under “Related links” click on “Other ways to contact us”.
This will bring up Fidelity’s “Contact us” page.
At this point, scroll all the way to the bottom of the page just above the disclaimers. Near the bottom right corner click on “Send a secure message”.
This will bring up Fidelity’s “Send secure email” screen.
You can use the form that loads to communicate sensitive information or send documents to Fidelity.
Simply fill out the subject, select a recipient, choose an account, and attach the relevant documents.
We are routinely surprised by how little documentation major custodians have on how to use their systems, but we are happy to provide that service here.
We are not affiliated with Fidelity or any other financial custodian. Marotta Wealth Management is an independent, fee-only, comprehensive wealth management firm offering a complete range of investment management and financial planning services.
Currently, the only client assets we manage at Fidelity are Workplace Retirement Plans such as 401(a) and 403(b) plans, but that may change in the future. Fidelity does allow registered investment advisors to work with Fidelity account holders, and we are familiar with Fidelity’s systems from both our workplace retirement plan work and from our recommendation of Fidelity’s HSA.
Our barrier to entry is that Fidelity requires investment advisors bring several million dollars in minimum of client assets under their custody before they will recognize the investment advisor. While we have had a prospective or new client here or there who prefers Fidelity, on a large scale we have not yet felt that Fidelity was a superior choice to Charles Schwab. If we have sufficient interest from prospective clients who prefer Fidelity, we would be happy to add them as a second custodial option.
Photo by Christina Rumpf on Unsplash. Image has been cropped.
