My Bank Accounts My Brokerage Accounts  
 
Select the Institution Name Enter Account Details Verification  
 
Add Investment Accounts
To set up your account immediately, include your login information for the Fidelity website below and click "Submit".
Fidelity Account Details (Required to set up the account)
Account Number
 (9 digits, no hyphens)
Re-enter Account Number
 
Nickname (a description you assign to the account)
Login Details for Fidelity (Required for Verification)
If you are unable to provide your login information, you can also set up this account through a trial deposit.
SSN or Customer ID
 
http://www.xyzfinancial.com/login

Please verify that the url above is the url you use to access your account. If it is not the correct url please click the “Trial Deposit” button to verify your account.  
Password
 
 
    By clicking “Submit” you understand that we may verify your external account/identity using commercially-available databases containing information from public records, other financial institutions and consumer reporting agencies.  
(Some account types, especially IRAs, 401(k)s and custodial accounts have special tax implications and restrictions. At this time, these accounts are not allowed for use with this service)