How do I change my name with Fidelity?

Who to update · Investing & retirement

How to change your name with Fidelity

Married or divorced and updating your accounts? Here's how Fidelity takes a name change, from its own help page.

HowOnline

By mailNo: use their steps

Fidelity's steps

Enter your new name online, then upload your ID and a selfie from the text link. Workplace 401(k)s are separate: update through NetBenefits or your employer.

Open Fidelity's page

Have these ready

A copy of your marriage certificate, divorce decree or court order (most companies ask for one).
Your updated driver's license or ID, if you have it. Social Security comes first, then the DMV.
Your account number, and the name the account is in now.

Let Sasha handle the letters

Sasha writes and signs your name change letter for Fidelity and every other company on your list, with your certificate attached. It also keeps track of who's done. The checklist is free.

See how Sasha works

More investing & retirement

Checked against Fidelity's own page in October 2026. Companies change their process; confirm on their site or by phone before you send anything. Sasha isn't affiliated with Fidelity.