Financial Profile
Fidelity's "Your Profile" section accessible via "fidelity.com/yourprofile" provides centralized access to your account settings and preferences. This secure hub enables efficient management of essential information.Â
Fidelity Your Profile is a dedicated section on "https://www.fidelity.com" where users can manage their personal information, update their financial goals, and access personalized financial guidance. This is designed to help you keep your account information current and secure, ensuring that you receive the most relevant advice and services.
Open your browser and go to "fidelity.com/yourprofile".
You'll find this option at the top of the homepage.
Select the type of account you want to open, such as a brokerage account, retirement account, or cash management account.
Provide the necessary information, including your personal details, financial information, and employment status.
Choose a unique username and secure password for your new Fidelity profile.
Double-check your information and submit the application.
Navigate to fidelity.com/yourprofile webpage and log in using your username and password.
Go to the "Accounts & Trade" section and click on "Your Profile."
Here, you can update various personal details like your address, phone number, email, and more.
Update your financial information, including investment goals and risk tolerance, to receive personalized guidance.
Ensure that you save any updates to keep your profile current.