Are you receiving mail from Fidelity Investments and wondering why? You’re not alone. Many people have reported receiving unsolicited mail from Fidelity, leaving them confused and curious about the reason behind it. In this article, we’ll delve into the possible reasons why you’re getting mail from Fidelity Investments and what it might mean for you.
Who is Fidelity Investments?
Before we dive into the reasons why you’re receiving mail from Fidelity, let’s take a brief look at who they are. Fidelity Investments is a multinational financial services corporation based in the United States. Founded in 1946, Fidelity is one of the largest mutual fund and financial services companies in the world, with over $7.4 trillion in assets under administration.
Fidelity offers a wide range of financial products and services, including brokerage accounts, retirement accounts, mutual funds, exchange-traded funds (ETFs), and more. They are known for their competitive pricing, extensive research tools, and user-friendly online platforms.
Why Am I Getting Mail from Fidelity Investments?
Now that we’ve established who Fidelity is, let’s explore the possible reasons why you’re receiving mail from them. Here are a few possibilities:
You Have an Account with Fidelity
The most obvious reason you’re receiving mail from Fidelity is that you have an account with them. If you’ve opened a brokerage account, retirement account, or other type of account with Fidelity, you can expect to receive regular mailings from them. These mailings may include statements, confirmations, and other account-related documents.
You’ve Inherited an Account or Assets
Another possibility is that you’ve inherited an account or assets from a family member or friend who was a Fidelity customer. In this case, Fidelity may be sending you mail to inform you of the inheritance and to guide you through the process of transferring the assets to your name.
You’ve Been Named as a Beneficiary
If someone has named you as a beneficiary on their Fidelity account, you may receive mail from Fidelity in the event of their passing. This mail will typically inform you of the beneficiary designation and provide instructions on how to claim the assets.
Fidelity is Marketing to You
Fidelity, like many other financial institutions, engages in marketing efforts to attract new customers. If you’ve expressed interest in their products or services, or if you’ve been identified as a potential customer through data analysis, you may receive mail from Fidelity promoting their offerings.
You’ve Opted-In to Receive Mail from Fidelity
It’s possible that you’ve opted-in to receive mail from Fidelity at some point in the past. This may have been through a website, a phone call, or a physical location. If you’ve given Fidelity permission to send you mail, they may be contacting you with promotional offers or account-related information.
What to Do If You’re Receiving Unwanted Mail from Fidelity
If you’re receiving unwanted mail from Fidelity, there are a few steps you can take to stop it:
Contact Fidelity Customer Service
You can contact Fidelity customer service directly to request that they stop sending you mail. You can reach them by phone at 1-800-FIDELITY (1-800-343-3548) or through their website.
Opt-Out of Mailings Online
Fidelity allows you to opt-out of mailings online through their website. You can log in to your account and update your preferences to stop receiving mail.
Use the Opt-Out Form
Fidelity provides an opt-out form on their website that you can use to stop receiving mail. You can fill out the form and submit it to Fidelity to request that they stop sending you mail.
Conclusion
Receiving mail from Fidelity Investments can be confusing and overwhelming, especially if you’re not sure why you’re receiving it. By understanding the possible reasons why you’re getting mail from Fidelity, you can take steps to stop it if it’s unwanted. Remember to contact Fidelity customer service, opt-out of mailings online, or use the opt-out form to stop receiving mail. If you have any further questions or concerns, don’t hesitate to reach out to Fidelity directly.
| Contact Information | Phone Number | Website |
|---|---|---|
| Fidelity Customer Service | 1-800-FIDELITY (1-800-343-3548) | https://www.fidelity.com/ |
By taking control of your mail preferences, you can reduce clutter and focus on the information that matters most to you.
What is Fidelity Investments and why am I getting mail from them?
Fidelity Investments is a financial services company that provides a range of investment products and services to individuals, businesses, and institutions. They offer brokerage accounts, retirement accounts, mutual funds, and other investment vehicles. You may be getting mail from Fidelity Investments because you or someone in your household has an account with them, or because they are trying to market their services to you.
If you’re not sure why you’re getting mail from Fidelity, it’s possible that you or a family member opened an account with them in the past and forgot about it. Alternatively, Fidelity may have obtained your contact information from a third-party source and is sending you promotional materials. If you’re not interested in their services, you can contact Fidelity to request that they remove your name from their mailing list.
How did Fidelity Investments get my address?
Fidelity Investments may have obtained your address from a variety of sources. If you or someone in your household has an account with them, they may have used the address on file to send you mail. Alternatively, Fidelity may have purchased your contact information from a third-party source, such as a mailing list vendor or a data broker. They may also have obtained your address from public records or from other companies with which you do business.
If you’re concerned about how Fidelity obtained your address, you can contact them to ask about their data collection practices. You can also review your account information with them to ensure that your address is accurate and up-to-date. If you’re not comfortable with Fidelity having your address, you can request that they remove it from their records.
What kind of mail can I expect to receive from Fidelity Investments?
The type of mail you can expect to receive from Fidelity Investments will depend on your relationship with the company. If you have an account with them, you may receive statements, confirmations, and other account-related documents. You may also receive promotional materials, such as brochures, flyers, and newsletters, that highlight Fidelity’s products and services.
If you’re not a Fidelity customer, you may receive mail that is designed to persuade you to open an account with them. This could include offers for free investment advice, discounts on trading fees, or other incentives. You may also receive mail that is designed to educate you about investing and personal finance, such as newsletters, books, or seminars.
Can I stop receiving mail from Fidelity Investments?
Yes, you can stop receiving mail from Fidelity Investments. If you’re a customer, you can log in to your account online and update your communication preferences to opt out of mailings. You can also contact Fidelity’s customer service department to request that they remove your name from their mailing list.
If you’re not a customer, you can contact Fidelity’s customer service department to request that they remove your name from their mailing list. You can also use the opt-out process provided by the Direct Marketing Association (DMA) to remove your name from Fidelity’s mailing list. This will prevent Fidelity from sending you mail in the future.
Is it safe to ignore mail from Fidelity Investments?
It’s generally safe to ignore mail from Fidelity Investments if you’re not interested in their products or services. However, if you have an account with Fidelity, it’s a good idea to review any mail you receive from them to ensure that your account information is accurate and up-to-date.
If you’re not a customer, you can safely ignore mail from Fidelity if it’s clearly promotional in nature. However, if you receive mail that appears to be a bill or a statement, you should review it carefully to ensure that it’s not related to an account you may have forgotten about.
What should I do if I receive suspicious mail from Fidelity Investments?
If you receive suspicious mail from Fidelity Investments, you should contact their customer service department immediately. Suspicious mail could include letters or emails that ask you to provide sensitive information, such as your account number or Social Security number.
You should also be wary of mail that appears to be from Fidelity but is not addressed to you specifically. This could be a phishing scam designed to trick you into providing sensitive information. If you’re unsure about the authenticity of any mail you receive from Fidelity, you should contact them directly to verify its legitimacy.