Fidelity provides access to your accounts through their website (Fidelity.com) or apps available on both Apple and Android.
Once Valeo has completed the migration of your accounts to Fidelity, you can register yourself for access here.
Fidelity provides this Guide to Getting Started with Fidelity.com. The guide highlights many of the common functions available through Fidelity.com, such as:
- Viewing and monitoring accounts balances
- Customizing portfolio views and summaries
- Linking external accounts and moving money
- Viewing and downloading statements and tax forms
Please note: There are no actions you must take; just like with your Schwab accounts, Valeo and your advisors will continue to complete all tasks that are part of the relationship: trades, money movement, etc.
Learn more about Fidelity security measures and steps they take to protect your account and private information.