Fidelity Overview

If Fidelity is the custodian of your investment account assets, which are managed by Financial Gravity Asset Management.

How to log into Fidelity

Go to https://www.fidelity.com/; Along the top bar next to ‘Fidelity’, select ‘Log in’.
Next select ‘Sign Up’, then follow the prompts.
Fidelity Login Frequently Asked Questions (FAQ)
If you have issues with logging into Fidelity, please contact Fidelity directly at (800) 343-3548

Using the Fidelity Mobile App

Download the Fidelity Mobile app. To download the app, visit the app store for your mobile device and search for Fidelity Investments.

Paperless delivery

We encourage you to enroll in paperless delivery. To enroll in paperless delivery visit the profile section on the top left of your homescreen when you log in. On the bottom right of your profile screen will be a preferences section, select communication preferences. The communication preferences screen will give you an option to ‘update all communications’ or you can select each individual option. From there, elect paperless delivery and you’ll be all set.