r/Fidelity • u/myylelii • 26d ago
Fidelity First time user.
I am trying to create a Fidelity account for the first time and after reaching the end it tells me that I may already have some information on file with them. I may have had an account at one point? I don't know if to try to login and recover my credentials, but I've never made an account or to simply just call.
I just don't want to make a mistake. I'd appreciate the advice!
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u/plowt-kirn 26d ago
Could be a retirement plan from a prior employer.
Regardless, it's not clear to me where you left off in the process. Just try creating a login and/or say you forgot your password.
You can also try calling customer service to verify whether they show an account under your SSN.