Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "
Your email has been sent.
If you want to give another person access to view your accounts, you can use the online steps to set up inquiry access. You can also see who currently has access to view your accounts.
Inquiry access allows another person to view your account information and make inquiries, such as getting account balances. You can set up inquiry access for most of your Fidelity accounts except those on NetBenefits® or serviced by a third party.
You might consider granting inquiry access when:
You’ll need to provide this information for each person you are granting inquiry access to:
The person you grant access to must be a Fidelity customer*; if not, you can request they receive duplicate statements instead.
*Annuity customers can request inquiry access for people who are not Fidelity customers.
It will take only a few minutes to add inquiry access online. Changes will be reflected on your account immediately and displayed on the Account Access RightsLog In Required page.
You'll either get an emailed confirmation in 1–2 business days or receive a confirmation by U.S. Mail within 5 business days (based on your delivery choice).
Power of attorney
