How to Use the Fidelity Application to Track Your Investments
Tracking your investments has never been easier with the Fidelity application. This guide will walk you through the installation process, account setup, and features that help you stay informed about your investments.
Downloading the Fidelity Application
To get started with Fidelity, you must first download the application on your mobile device.
- For iOS Users: Open the App Store.
- For Android Users: Open the Google Play Store.
- Search for "Fidelity Investments": Locate the app in the store.
- Download the App: Click the download button to initiate installation.
Enabling Mobile Alerts
Once the app is installed, it’s crucial to enable mobile alerts. These alerts keep you informed about your investments in real time.
- Set Up Mobile Alerts: Ensure your mobile alerts are activated. This feature allows you to:
- Monitor market changes
- Receive account notifications
- Stay updated on other important investment information
Setting Up Your Account
To fully utilize the Fidelity application, you need to set up your account.
- Create an Account: Download the app and follow the prompts to input your personal information.
- Login Credentials: Create a secure username and password for your account.
- Link Financial Accounts:
- Navigate to the "Link Accounts" section in the app.
- Follow the instructions to add your bank account, investment accounts, or credit card.
Document Storage Feature
One of the standout features of the Fidelity app is its document storage capability. You can securely upload and store important financial documents directly in the application.
- Upload Documents: Store tax forms, receipts, and statements for easy access and management.
Conclusion
The Fidelity application is a powerful tool for tracking your investments and managing financial documents. By following these steps, you’ll be well on your way to utilizing the app to its fullest potential.
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