Mysavingsatwork: Fill out & sign online

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01. Edit your mysavingsatwork online

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Click ‘Get Form’ to open the account application enrollment online in the editor.
Begin by filling out your personal information in Section 1. Use a black pen and print clearly in CAPITAL LETTERS. Include your name, mailing address, Social Security number, and contact details.
In Section 2, indicate your investment options. Allocate your contributions in whole percentages that total 100%. If you wish to select more than four options, note them on a separate sheet and attach it.
Proceed to Section 3 for authorization. Read through the terms carefully and provide your signature along with the date to confirm your agreement.
Once completed, save your form and submit it using the provided mailing instructions or upload it directly through our platform for efficient processing.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

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Can you actually open a bank account online?

You can apply online for a personal checking account if youre 18 years or older and a legal U.S. resident. Youll need the following information: Your Social Security number. A valid, government-issued photo ID like a drivers license, passport or state or military ID.

Does Fidelity require ID verification?

Contact a Fidelity representative at 800-343-3548. A representative can walk you through the process and answer any questions you might have. Contact a Fidelity representative at 800-343-3548. A representative can walk you through the process and answer any questions you might have.

What documents do I need to open an account with Fidelity?

Whats Needed to Open a Personal Account Name. Tax identification number. Valid government photo identification issued at least 30 days ago. Date of birth. Mailing and physical address (if different) Contact phone number. Mothers maiden name (for additional security) Citizenship/Residency status.

What is required to open a Fidelity account?

To help the government fight financial crimes, federal regulation requires Fidelity to obtain your name, date of birth, address, and a government issued ID number before opening your account, and to verify the information.