How to manage your linked accounts

If you’d like someone else to be able to view your Fidelity accounts online, you can do this by setting up linked accounts in your secure online profile. It’s quick to do and can be helpful if you’d like to share account visibility with a partner or family member.

Please note that linked accounts work one way at a time. If you link your account to someone else, they’ll be able to see your accounts online, but you won’t automatically be able to see theirs unless they link their account to you separately.

You’ll need to do this online, as linked accounts can’t be set up using a paper form.

How to link your accounts online

To set up linked accounts online, please follow these four simple steps:

1. Log In

2. Select Profile

Select Profile from the top of the page, then choose Linked accounts.

3. Who

Enter the customer reference number for the person you’d like to give access to.

4. Submit

Submit your request and wait for the confirmation that the accounts have been linked successfully.

If you’d also like to see the other person’s accounts, they’ll need to repeat the same steps in their own online account and link their account to you.

Register for Online Access

Discover the benefits of a secure online account and follow our step-by-step checklist to get started with confidence.

Important information

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Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact your financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity Adviser Solutions’ and Fidelity Adviser Solutions Client Terms. Prior to investing into a fund, please read the relevant key information document or Product Summary document which contains important information about the fund.