How to Check Your 401k Balance Fidelity

To access your 401(k) balance through Fidelity, there are a few convenient methods available. Firstly, you can create an online account on Fidelity’s website by registering with your personal details. Once your account is activated, you’ll be able to view your balance, investment details, and make changes to your account. Additionally, you can download the Fidelity mobile app and log in with your credentials to check your balance and monitor your account on the go. Alternatively, you can call Fidelity’s customer service line and speak to a representative who can assist you with your query, including providing your account balance information.

Log in to your Fidelity Account

To check your 401(k) balance with Fidelity, you’ll need to log in to your Fidelity account. If you don’t have an account, you can create one at Fidelity.com.

  • Once you’re logged in, click on the “Accounts” tab.
  • Then, click on the “Retirement” tab.
  • Under “My Retirement Accounts,” you’ll see a list of your retirement accounts. Click on the 401(k) account you want to check.

Your 401(k) balance will be displayed on the account summary page.

AccountBalance
401(k)$100,000

Locate Your 401(k) Plan

Before you can check your 401(k) balance, you need to locate your plan. If you’re not sure where your plan is, you can contact your employer’s human resources department or search for your plan online using the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) website.

Check Your Fidelity Account Online

  • Go to Fidelity’s website and log in to your account.
  • Click on the “Retirement” tab.
  • Select your 401(k) plan from the list of accounts.
  • Your balance will be displayed on the account summary page.

Check Your Fidelity Account by Phone

  • Call Fidelity’s customer service number at 1-800-343-3548.
  • Have your Social Security number and account number ready.
  • A customer service representative will help you check your balance.

Check Your Fidelity Account by Mail

  • Write a letter to Fidelity and include your name, address, Social Security number, and account number.
  • Mail the letter to:

    Fidelity Investments
    P.O. Box 770001
    Cincinnati, OH 45277-0001
  • Fidelity will send you a statement with your balance within 7-10 business days.

View Your Balance

To check your 401k balance with Fidelity, you can use several methods:

  • Online: Log in to your Fidelity account and click on the “Overview” tab. Your 401k balance will be displayed under the “Investments” section.
  • Mobile App: Download the Fidelity app and log in. Your 401k balance will be displayed on the home screen.
  • By Phone: Call Fidelity’s customer service line at 1-800-343-3548. You will need to provide your account information and security information.
  • By Mail: You can request a paper statement by calling Fidelity’s customer service line or writing to them at the following address:

    Fidelity Investments
    P.O. Box 770001
    Cincinnati, OH 45277-0001

    Here’s a table summarizing the available methods and their respective advantages and disadvantages:

    MethodAdvantagesDisadvantages
    Online
    • Convenient and easy to use
    • Access to real-time balance information
    • View transaction history and other account details
    • Requires internet access
    • May not be suitable for everyone
    Mobile App
    • Convenient and easy to use
    • Access to real-time balance information
    • View transaction history and other account details
    • Mobile notifications for account activity
    • Requires a smartphone or tablet
    • May not be suitable for everyone
    By Phone
    • Convenient if you don’t have internet access
    • Speak directly with a customer service representative
    • May require waiting on hold
    • May not be available 24/7
    By Mail
    • Receive a physical statement
    • May be useful for those who prefer a paper record
    • Takes longer to receive balance information
    • May be less secure than other methods

    Check Your 401k Balance Fidelity

    Monitoring your 401k balance is crucial for successful retirement planning. Fidelity, a renowned 401k provider, offers multiple convenient ways to check your balance and track your account activity.

    Online Access

    1. Visit Fidelity’s official website, www.fidelity.com.
    2. Log in to your Fidelity account using your username and password.
    3. Your 401k balance will be displayed on your dashboard or account summary page.

    Mobile App

    1. Download the Fidelity mobile app for iOS or Android.
    2. Log in to the app using your Fidelity account credentials.
    3. Tap on the “Accounts” tab and select your 401k account.
    4. Your balance will be shown on the account details screen.

    Automated Balance Check

    • Enroll in Fidelity’s automated balance check feature.
    • Choose the frequency of balance alerts (daily, weekly, or monthly).
    • You will receive regular email or text notifications displaying your current balance.

    Check Transaction History

    In addition to checking your balance, you can also view your transaction history to track deposits, withdrawals, and investment activity.

    To access your transaction history:

    • Log in to your Fidelity account online or via the mobile app.
    • Click on the “Transaction History” or similar tab for your 401k account.
    • The system will display a list of all transactions, typically sorted by date.
    401k Transaction History
    DateDescriptionAmountType
    2023-03-01Contribution from employer$1,000Deposit
    2023-03-15Investment purchase: Apple Inc.-$500Withdrawal
    2023-03-31Dividend payment received$20Deposit

    Well, there you have it, folks! You’re now equipped with the knowledge to effortlessly check your 401k balance through Fidelity’s user-friendly platform. Remember to stay on top of your retirement savings by monitoring your balance regularly. And don’t be a stranger! Swing by again soon for more helpful tips and tricks to navigate your financial journey. Until next time, keep investing wisely and enjoy the peace of mind that comes with knowing exactly how your retirement savings are shaping up.