To retrieve your Fidelity 401(k) account number, you have several options. Firstly, check your monthly statements or online account. The account number is usually printed on the first page. Another way is to contact Fidelity’s customer service via phone or secure message. You can also access your account number through the mobile app by selecting the “Accounts” tab and then “Account details.” If you have forgotten your account number and cannot access your account, you can request a replacement statement to be mailed to your registered address.
Locate Your Account Statement
To locate your Fidelity Account Number for your 401(k), you will need to obtain your account statement. Here are the steps to access your statement:
- Log in to your Fidelity account at Fidelity.com.
- Click on the “Accounts” tab at the top of the page.
- Select the “Retirement” subtab.
- Find the account corresponding to your 401(k) plan.
- Click on the “Statements” tab.
- Select the date range for the statement you need.
- Click the “Generate” button.
Once you have accessed your account statement, you will find your Fidelity Account Number in the top right corner of the document, typically under your name and address.
| Field | Description |
|---|---|
| Account Number | Your unique Fidelity Account Number for your 401(k) |
| Statement Date | The date the statement was generated |
| Name | Your full name as it appears on the account |
| Address | Your current address |
Access Your Fidelity Online Account
To find your Fidelity account number for your 401(k), you can access your account online. Here are the steps:
- Go to the Fidelity website and sign in to your account.
- Once you are signed in, click on the “Accounts & Trade” tab.
- Under the “Retirement” section, click on the “401(k) Plans” link.
- On the next page, you will see a list of your 401(k) accounts. Select the account that you want to find the account number for.
- Your account number will be displayed on the account summary page.
If you do not have online access to your Fidelity account, you can call their customer service number at 1-800-343-3548 to request your account number.
Call Fidelity Customer Service
If you cannot find your Fidelity account number through the online methods described, you can contact Fidelity’s customer service by phone. You will need to provide your Social Security number and date of birth to the customer service representative. They will be able to look up your account number and provide it to you.
Visit a Fidelity Investment Center
In case you do not have online access or you are unable to locate your account number through other methods, you can visit a Fidelity Investment Center to retrieve your 401(k) account number. Here are the steps that you need to follow:
- Locate the nearest Fidelity Investment Center by visiting their website or calling their customer service number.
- Bring a valid photo ID and any other documents that may be required, such as your Social Security number or employer information.
- Meet with a Fidelity representative and request your 401(k) account number.
Well, there you have it, folks! That’s all you need to know about finding your Fidelity 401k account number. If you’re still having trouble, don’t hesitate to reach out to Fidelity’s customer service team. And don’t forget to check back here at [website name] for more helpful tips and tricks. Thanks for reading, and we’ll see you next time!