Inquiry access only 2026

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The document is an Information-Only Access Form from Vanguard, allowing account owners to authorize or revoke access for interested parties to obtain information about their Vanguard accounts. It outlines the process for completing the form, including sections for account owner information, adding or revoking access, and specifying the level of information access granted. The form must be submitted in its entirety and includes instructions for mailing and additional documentation requirements.

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Click ‘Get Form’ to open the inquiry access only form in the editor.
Begin by filling out Section 1, providing your full legal name, Social Security number (last four digits), and contact information. Ensure all details are accurate for proper identification.
In Section 2, indicate whether you are adding or revoking access for an interested party. Check the appropriate boxes based on your needs.
Proceed to Section 3 to enter the interested party's information. Include their name, Social Security number, and contact details. If there are multiple parties, photocopy this section as needed.
In Section 4, select the account types for which you want to grant access. Be sure to check each applicable box carefully.
Finally, sign and date the form in Section 5. Ensure that all required signatures are included before submission.

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2015	4 Satisfied (49 Votes)

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Got questions?

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

Is Fidelity taking steps to prevent third-party access to 401k accounts?

The company will shut off access to accounts by third parties that use client credentials to log in, the firm said. Fidelity is clamping down on third-party access to 401(k)s, a move that could restrict outside advisors from managing clients assets in those accounts.

Why is Fidelity blocking accounts?

If Fidelity discovers that your login credentials have been compromised, Fidelity will block your account and send you an email with the subject line: Action Required: Your Fidelity password has been blocked.

What does inquiry access mean?

Learn how to grant inquiry access, which gives someone access to your account information and the right to make account inquiries.

Is Fidelity restricting third-party access to 401k accounts?

Fidelity is clamping down on third-party access to 401(k) plans, which will likely restrict outside advisors from managing clients assets in those accounts.

Does Fidelity allow third-party access?

Fidelity Access provides a convenient and more secure way to share your Fidelity account data with third-party websites and applications using our integrated connection. This means you do not provide your Fidelity username and password to these third parties to access your Fidelity account data.

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How do I give access to my Fidelity account?

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.

Inquiry access only 2026

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