How To Use The Fidelity App

Are you interested in learning how to use the Fidelity App to its full potential? Look no further! In this guide, we will provide a comprehensive walkthrough of all the features and functions of the Fidelity App.

From initial setup to buying and selling stocks, tracking your investments, and personalizing your experience, we’ve got you covered. Keep reading to discover how to make the most out of the Fidelity App.

What Is the Fidelity App?

The Fidelity App is a comprehensive financial tool designed to assist users in managing their investments. It provides a user-friendly interface with a wide range of features and functionalities.

Users can easily track their portfolios, analyze market trends, and make informed investment decisions through the app’s intuitive design.

With features like real-time market data, customizable alerts, and portfolio performance comparisons, the Fidelity App empowers investors to stay ahead in the dynamic world of finance.

The app offers educational resources, investment research tools, and retirement planning calculators to help users make well-informed choices when it comes to their financial future.

Its seamless integration with Fidelity’s brokerage services further enhances the overall investment experience for users.

Why Use the Fidelity App?

Utilizing the Fidelity App offers numerous benefits, including effective investment options, streamlined portfolio management, and enhanced control over financial assets.

The app provides users with a user-friendly interface, making it easy to track investments and analyze performance at a glance. By utilizing the tools within the app, one can have a comprehensive overview of their portfolio’s performance, allowing for informed decision-making.

The Fidelity App offers real-time market updates and insights, enabling users to stay informed about market trends and make timely adjustments to their investment strategy. This level of accessibility and functionality empowers users to make smarter financial decisions and optimize their investment outcomes.

How to Download the Fidelity App?

Downloading the Fidelity App is a simple process that can be completed by visiting the respective app store on your mobile device and searching for ‘Fidelity Investments’.

Once you’ve located the app in the store, simply click on the ‘Download’ button to initiate the installation.

For iOS users, navigate to the Apple App Store, while Android users can find it on the Google Play Store.

After the app is installed, ensure you enable mobile alerts to receive important updates and notifications.

These alerts are essential for staying informed about your investments in real-time and making timely decisions.

By activating mobile alerts, you can monitor market changes, receive account notifications, and stay connected to your financial portfolio effortlessly.

How to Set Up the Fidelity App?

Setting up the Fidelity App involves creating an account, linking your financial accounts for comprehensive tracking, and utilizing document storage for secure record-keeping.

To get started with the Fidelity App, simply download it from the app store and follow the prompts to create a new account. This will require you to input personal information and create login credentials for security purposes.

Once your account is set up, you can link external financial accounts by navigating to the ‘Link Accounts’ section within the app. Follow the instructions to connect your bank, investment, and credit card accounts. This allows the app to aggregate all your financial data in one place for a holistic view of your finances.

The Fidelity App also offers a document storage feature, allowing you to securely upload and store important financial documents such as tax forms, receipts, and statements directly in the app. This ensures easy access and organization for all your important financial information.

How to Create a Fidelity Account?

Creating a Fidelity account involves providing personal information, setting up security measures, and verifying your identity to ensure a safe and secure financial experience.

Once you have entered your basic details, such as name, address, and contact information, you will be prompted to establish a secure password. This step is crucial in safeguarding your account from unauthorized access.

Following this, you will undergo identity verification, where Fidelity employs robust methods to confirm your identity, such as matching personal information with official records or utilizing biometric authentication. You may be required to link your new Fidelity account with existing financial accounts to facilitate seamless fund transfers and comprehensive financial management.

How to Navigate the Fidelity App?

Navigating the Fidelity App allows users to customize watchlists, stay updated with financial news, and track transaction history for informed decision-making.

The Fidelity App offers personalized watchlists, allowing users to customize their investment monitoring. This feature lets users add or remove specific stocks, ETFs, or mutual funds, providing a more efficient way to track investments. By tailoring their watchlist, users can quickly access crucial information and market movements.

In addition, the app provides real-time news updates to keep users informed about relevant events and trends that may impact their investments. It also allows users to track their transaction history, promoting transparency and organization in managing financial activities.

Home Screen

The Home Screen of the Fidelity App serves as the central hub for accessing key features, account information, and essential tools for managing your investments effectively.

From the Home Screen, users can easily view their account summaries, displaying a snapshot of their portfolio performance and current balances.

The app offers a wide range of investment options, allowing users to explore and track different assets effortlessly. Alongside account details, quick access tools like market news updates, research materials, and trading functionalities are readily available, empowering users to make informed decisions and execute transactions conveniently.

Account Balances

Account Balances in the Fidelity App provide a snapshot of your investment holdings, cash positions, and overall portfolio performance, allowing for easy monitoring and management.

By keeping a close eye on your account balances, you can gain valuable insights into how your investments are performing over time. Analyzing these balances can help you track the growth of your portfolio and identify any areas that may require adjustments.

The Fidelity App offers a range of management tools to assist you in making informed decisions about your investments, such as customizable alerts for significant changes in your account balances. Utilizing these features can empower you to take proactive steps to optimize your portfolio performance and achieve your financial goals.


Watchlists on the Fidelity App enable users to monitor specific stocks, ETFs, or investment options of interest, allowing for personalized tracking and quick access to market updates.

Users can take advantage of various customization options within the Watchlists feature to tailor their tracking experience. Whether they want to organize stocks based on sectors, market caps, or performance metrics, the app offers flexibility.

The stock tracking features provide real-time data on price changes, volume, and other key indicators, empowering users to make informed investment decisions. With the ETF monitoring capabilities, users can analyze trends, compare performance, and stay informed about their favorite exchange-traded funds easily.

Research and Analysis Tools

The Research and Analysis Tools within the Fidelity App provide valuable insights, retirement planning resources, and market trends to empower users with informed investment decisions.

Users can access a wide range of retirement planning features on the app, including retirement calculators, goal-setting tools, and personalized investment recommendations based on individual retirement goals.

In addition to retirement planning, the app offers comprehensive market insights such as real-time market data, news updates, and expert analysis to keep users informed about the ever-changing market conditions.

The investment research capabilities of the Fidelity App allow users to explore in-depth research reports, track performance metrics, and compare investment options to make well-informed decisions tailored to their financial goals.

How to Buy and Sell Stocks Using the Fidelity App?

Buying and selling stocks on the Fidelity App is a straightforward process that involves accessing the trading platform, selecting your desired investment, and executing the trade with ease.

To delve further into stock trading on the app, once you have logged in, navigate to the ‘Trade’ tab where you can search for specific stocks by name or ticker symbol.

After identifying the stock you want to trade, you can review its performance data and current market price. When you are ready to make a trade, you will have the option to choose between a market order (executes immediately at the current market price) or a limit order (allows you to set a specific price at which you want to buy or sell the stock).

These options give you flexibility in managing your investments effectively through the Fidelity App.

How to Monitor Your Investments with the Fidelity App?

Monitoring your investments using the Fidelity App involves tracking portfolio performance, conducting risk assessments, and utilizing analysis tools to make informed decisions on asset allocation.

Stay updated on your investments by checking the Fidelity App regularly. It provides real-time and historical data, giving you insights into your portfolio’s performance across various asset classes.

Utilize the risk assessment features to identify potential vulnerabilities and take proactive measures to mitigate them. Use performance analysis tools to evaluate your investment strategies and make necessary adjustments for optimal returns. With the Fidelity App, you can actively monitor and manage your investments with confidence.

How to Customize Your Fidelity App Experience?

Customizing your Fidelity App experience allows for tailored investment tracking, setting savings goals, and utilizing budgeting features to align financial strategies with personal objectives.

The Fidelity App offers a range of customization options to enhance your financial planning journey.

With the watchlist personalization feature, you can track specific stocks or assets that are of interest to you, helping you stay informed and up-to-date on market movements.

Setting savings goals within the app allows you to create targets for various financial objectives, whether it’s for a vacation, emergency fund, or retirement.

Integrating the budgeting tools enables you to monitor your spending, categorize expenses, and establish a clear overview of your financial health.

Set Up Alerts

Setting up alerts on the Fidelity App allows users to receive real-time notifications on market changes, goal milestones, and performance updates to stay informed and proactive in their investment strategies.

Users can customize various alert types to suit their individual investment needs. These alerts can range from price change notifications for specific stocks or mutual funds to updates on key financial events impacting their portfolio.

Through goal tracking notifications, individuals can closely monitor their progress towards financial objectives, such as retirement savings or education funds, ensuring they remain on track. Performance alerts provide insight into how their investments are performing, enabling users to make timely decisions based on current market conditions and personal goals.

Personalize Your Watchlists

Personalizing your watchlists on the Fidelity App allows for tailored market tracking, chart analysis, and market insights integration for informed investment decisions and strategic planning.

By customizing your watchlists, you can organize your preferred stocks, ETFs, and other investments in a way that suits your investment strategy.

Utilize the charting tools available to track performance trends, analyze patterns, and make data-driven decisions. You can also incorporate market insights and news updates directly into your watchlists to stay informed about market trends and potential opportunities.

This customization empowers you to monitor your investments more effectively and adjust your portfolio based on the most relevant information.

Use the App’s Security Features

Leveraging the App’s Security Features in Fidelity ensures data protection, secure account linking, and enhanced privacy controls to safeguard your financial information and transactions.

The Fidelity App employs advanced encryption protocols to protect your account information and prevent unauthorized access. In addition, two-factor authentication adds an extra layer of security by requiring a second form of verification upon login.

When linking external accounts, the app uses secure linking practices to ensure a safe connection between different financial platforms. Privacy tools such as customizable security settings and notification preferences allow you to control how your personal data is shared and accessed within the app.

How to Contact Fidelity Customer Support?

Contacting Fidelity Customer Support can be done through various channels provided within the app, ensuring access to educational resources, FAQs, and assistance for any account-related queries.

Once you are logged into the Fidelity app, you will find a dedicated section for customer support where you can explore a wealth of educational materials to enhance your financial knowledge.

By clicking on the FAQs, you can quickly find answers to common queries, saving you time and effort.

Should you require personalized assistance, the support services offer a range of options, including live chat, phone support, and email, ensuring that your concerns are addressed promptly and effectively.

Start your free trial now

No credit card required

Your projects are processes, Take control of them today.