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How To Delete Or Extract Funds From A Loved One's Fidelity Account

Mar-23 2022

Delete or extract funds from your loved one’s Fidelity account  

Taking control of a loved one’s online accounts can be a major decision. But if you're ready to move forward then simply follow the guidelines below. It could be to shut down the account entirely, or you might want to memorialize it or extract content first.

If you're doing it for your own account then of course log in ahead of time. But if you're doing it for someone else - maybe they've passed away or become incapacitated - then you might need to tackle it without a login or password.

Remember: GoodTrust can help you take any of these actions and save you the time, stress and hassle. Check out our Digital Executor feature to learn more.

How to Delete A Fidelity Account (WITHOUT PASSWORD):

  1. Prepare important documents 

  2. Email customer support service or submit your request at here  

  3. Follow instructions from CS Representative

Required Information:

  • Deceased full name and email

  • Copy of your own government ID to prove relationship with the deceased

  • Deceased social security number 

  • Copy of death certificate

  • Proof of authority such as a Power of Attorney or Testament

How to Delete A Fidelity Account (WITH PASSWORD):

  1. The most efficient way is to call Fidelity directly at 1-800-343-3548. You can speak to a representative that will guide you through the process of closing your account. 

 Need help? GoodTrust is a trusted expert in managing digital legacy and our experienced team knows exactly how to help you quickly delete, memorialize, or extract content from sites like these. 

Get started today to take care of countless sites.

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