How to Add an Authorized Viewer to Your Fidelity Account

What is an Authorized Viewer?

An authorized viewer is an individual you authorize to access your Fidelity account information with view-only permissions. An authorized viewer can see account balances, holdings, and transaction history but cannot make trades, transfer funds, or make changes to your account. This feature can help facilitate financial planning by allowing a trusted individual or advisor to view your account information.

Steps to Add an Authorized Viewer:

  1. Log in to the Fidelity.com account of the spouse whose account you want to share.
  2. Go to www.fidelity.com/customer-service/how-to-manage-your-inquiry-access-rights.
    1. Alternatively, under the “Accounts & Trade” menu, click on “Account Features”. Under “Manage Account”, click on “Manage” next to “Authorized Users”.
  3. Click on “View or Update Inquiry Access”.
  4. Click “Add Access” on the account you want to be able to see.
  5. Click “Inquiry Access” as the type of access.
  6. Click “Yes” next to “Is the person you’re granting access to a Fidelity customer?”
  7. Enter the spouse’s name and Social Security number.
  8. Click “Submit”.
  9. The account will show up shortly under “Authorized Access” on the left side menu.
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Related Solutions:
Fidelity Donor-Advised Fund
How to Open a Donor-Advised Fund
Fidelity Donor-Advised Fund – Client Guide
Private Family Foundation
How to Open an Edvest 529 Account

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