There are different methods to use in the closing of the Fidelity account. They include; The Mobile phone ( not excluding Androids or iPhone devices), and Mails. The customer care contact number should be imprinted on the document that is to be used to aid the Fidelity Account Closure.
Deleting Fidelity Account Using The Mobile Phone
There are two ways to close an account, but multiple steps are required to make it a success. When using a mobile internet-compatible phone, make sure that all documents are gathered and properly accounted for, to aid the smooth running of the Fidelity account closure.
Customer service contact information
Beneath an online search for Fidelity account information, the customer service number is always provided, you should check out for it. You can enquire about your Fidelity account, it will surely be there. We can refer the next step, after getting the customer care number, what do we do? Find out in number 1b. Call the customer care number to speak to a customer care representative.
State your intentions
Talk to the customer care representative and state your intention to close your Fidelity account. Do well to take note of every detail of the phone call and keep tell detailed or in a detailed document. It will come in handy. Most times, a backup is needed in emergency cases, misappropriation, misinterpretation, and a whole lot.
Deleting Fidelity Account Through Email
Before proceeding with this step, ensure all documentation are ready before sending an Email. Locate the verified email address of the Fidelity account, this can be found online onsite or in the Fidelity account information. Write a letter to request the closing of your account, do well to state if it is temporary or permanently and why you want it closed. Wait to follow the guidelines given and wait for a few days if possible to receive a mail on your account closure verification.
Some other added processes for emails are:
Gather a whole lot of information
Know where your money should be directed by authorizing Fidelity
Contact Fidelity at 1-800-343-3548.
Deleting A Deceased Account
Some may choose to will their Fidelity account to their next of kin with specific instructions to be adhered to. In case of sudden death and no passwords were left to the next of kin, the following process will be followed
Enlighten fidelity that the Fidelity account owner is no more and passed on. There are cases when loved ones moan the deceased for a very long time. Fidelity understands me and thus, gives the next of kin enough perceived time to mourn loved ones. When you finally decide to follow the process, you will need
• Full name (Middle, First name & Surname are needed).
• Date of Birth
• Date of death…
According to https://digital.fidelity.com/prgw/digital/transitionservices/notify-of-death
Get the requirement document; All decreased transactions on platforms with monetary policies will most definitely request documents. In some cases, will before wealth is distributed to the ones left behind. In some cases, a letter of testamentary, a lawful document that you have the right, privileges to excuse decisions on behalf of the deceased, will be demanded from the executor. This letter can also be issued by the judge in the official court of law.
Submit required documents like the death certificate of the deceased. Do well to state if you are an executor or not and let Fidelity dish out the best way to disburse your money to you which should supposedly take 5-7 days. For executors, you tell Fidelity where the cash should be directed after proper requirements fulfillment.
Canceling An Investment On The Fidelity Account
Do you intend to cancel an investment on your/the Fidelity account, you can follow the simple step outline below;
Phone dial customer care and let a Fidelity customer representative take care of your needs.
Supply personal information associated with your Fidelity account line D.O.B…
Request closure o contributions and investments.
Wait for a letter of confirmation in your email.
Conclusion
In conclusion, delete your fidelity account will be a piece of cake i.e extremely easy if you follow the instructions. In cases of the death of loved ones or relatives, my condolences. However, there are different ways to sign a will and record a documented intention for those left behind. There are different reasons for choosing to close a Fidelity account, whatever reasons may be, they are yours and should be respected.
Can I Delete My Fidelity Account?
Of course, you can, if you follow the above rules and regulations. Do follow the steps in this article. After you do, just take a deep chill, the account is deleted!
Can I Claim The Money In The Deceased Account Without Proof?
As of present, no provision has been made to claim a deceased account actually without proof for security reasons.
Can I Be Blocked Out Of My Fidelity Account?
yes, you can due to a wrong login username or password. It has a maximum of three consecutively wrong password attempts for you to be blocked from your account. In this scenario, press change password.
Does Fidelity Have A Mobile App?
Yes, there is a mobile app available.
