Overview | |
This section of the Portfolio screen displays brokerage, eligible mutual fund, and stock compensation plan accounts that an account owner has authorized you to access. This section of the screen displays after you select Show Other Accounts. | |
To temporarily hide your authorized accounts, select Hide Other Accounts. | |
Note that: | |
- | If more than one account owner has authorized you to access his or her accounts, you will see all accounts for all account owners listed together under the Authorized Accounts section of the Portfolio screen |
- | If the account owner has authorized you to access his or her accounts that are other than brokerage, eligible mutual fund, or Equity compensation plans, you will not see these accounts listed under Authorized Accounts, but you may access them through other means such as calling a Fidelity representative |
There are four levels of account authorization an account owner can grant. If the account owner gives you: | |
- | Inquiry authorization, you can view balances, positions, orders, history, and features, as well as download tax forms. |
You can view cost basis tax information for brokerage accounts that are 1099-reportable. | |
You can view stock compensation plan accounts including information about stock option plan or Employee Stock Purchase Plan positions and history. | |
You can also customize the accounts, assign a name and hide zero-balance positions. Only you will see the custom changes that you make. Note that you cannot name or hide stock stock option brokerage accounts. | |
You cannot view or access charitable gift or Fidelity NetBenefitsSM accounts. | |
- | Limited Trading authorization, you have all of the Inquiry privileges plus you can update cost basis information, place trade orders for stocks, fixed-income securities, mutual funds, and options (if eligible), and attempt to cancel or cancel and replace orders that you or the account owner place. |
You cannot place orders online during the Premarket or After Hours Extended Hours trading sessions or attempt to cancel or cancel and replace these orders online. | |
You cannot place orders to exercise and hold or exercise and sell stock options. | |
Orders for options or orders on margin can only be placed if the account owner has an Option Agreement or Margin Agreement on file with Fidelity. | |
- | Full Trading authorization, you have all of the Limited Trading privileges. |
In addition to the privileges you have online on Fidelity.com, you may have the ability to perform other account actions (e.g., move money using Fidelity Electronic Funds Transfer). To take actions on the account that are not permitted online, call a Fidelity representative at 800-544-6666. | |
- | Power of Attorney authorization, you have all of the Full Trading privileges. |
In addition to the privileges you have online on Fidelity.com, you have the same access to the account as the account owner. To take actions on the account that are not permitted online, contact a Fidelity representative at 800-544-6666. | |
An account owner can give someone Inquiry authorization on Fidelity.com. To give any of the other account authorizations, the account owner must complete a form. The form can be obtained from the Customer Service tab Find a Form option on Fidelity.com, by contacting a Fidelity representative at 800-544-6666, or from the Fidelity Investment centers. | |
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FAQs
Help? ›
From Middle English helpen, from Old English helpan (“to help, aid, assist, benefit, relieve, cure”), from Proto-West Germanic *helpan, Proto-Germanic *helpaną (“to help”), from Proto-Indo-European *ḱelb-, *ḱelp- (“to help”).
What is a better word for Help? ›1 | encourage, befriend; support, second, uphold, back, abet |
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3 | further, promote, foster |
6 | ameliorate |
7 | alleviate, cure, heal |
12 | support, backing |
speed | advance |
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expedite | facilitate |
further | promote |
aid | assist |
hasten | help |
From Middle English helpen, from Old English helpan (“to help, aid, assist, benefit, relieve, cure”), from Proto-West Germanic *helpan, Proto-Germanic *helpaną (“to help”), from Proto-Indo-European *ḱelb-, *ḱelp- (“to help”).
What is a word for helping out others? ›On this page you'll find 74 synonyms, antonyms, and words related to help out, such as: abet, aid, assist, benefact, care for, and lend a hand.
What is a synonym for kind help? ›- considerate.
- cooperative.
- friendly.
- generous.
- handy.
- helpful.
- hospitable.
- kind.
to give or provide what is necessary to accomplish a task or satisfy a need; contribute strength or means to; render assistance to; cooperate effectively with; aid; assist. He planned to help me with my work. Let me help you with those packages.
What is the meaning of help and support? ›To Help is , “to provide assistance and make it easier for someone to do something by offering one's services or resources, or to be of benefit to”. To Support is, “to provide assistance by giving approval, comfort and encouragement, or being capable of sustaining”.
What is the Latin word for support? ›English | Latin |
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support, sustaining, bearing / carrying noun | sustentatus [sustentatus] ▼ (4th) M noun |
support / hold up around verb | circumfulcio [circumfulcire, circumfulsi, circumfultus] ▼ (4th) TRANS verb |
support / preserve / maintain verb | defendo [defendere, defendi, defensus] ▼ (3rd) TRANS verb |
Altruism is the selfless act of helping others without expecting anything in return. “It is often considered one of the defining characteristics of what it means to be human,” says Dr. Jessica Myszak, a psychologist in Glenview, Illinois.
What is a word for helping others before yourself? ›
Selfless is the opposite of selfish. If you're selfless, you think less about your self, and more about others — you're generous and kind. Being selfless is similar to being altruistic — another word for giving to others without looking for personal gain.
How can I help you in formal way? ›“I am here to assist you” is a great formal alternative that removes the need for a question. Instead of asking someone how you can help, you can simply state that you are available to offer them help if they need you. Asking “how can I help you?” might throw some people off if they don't have a good answer.
What is another way to say we are here to help? ›“We're here for you whenever you need us. “I'm so happy this worked out.” “I'm glad to be of service.” “We've got your back.”