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Financial crime What has changed for existing PlanViewer users? Our upgraded login process will enable us to check your identity using your personal details and the answers to your chosen security questions. We’ll then email or text you a one-time passcode to give you access to PlanViewer and set up your two factor authentication. Fidelity uses cookies to provide you with the best possible online experience. Why can't I log in with my Customer Reference Number and PIN? You will also have the option to change your username and password at this point and provide answers to your choice of security questions, if you haven’t already done so. Modern slavery statement Open a SIPP Transfer a pension Speak to a retirement specialist Change your drawdown income Choose funds for your pension ... We've changed our login system to a username and password combination, to make your account as secure as possible. Do I need to have online access to open an account with Fidelity? Contact us What if I have forgotten my login details after registering on the new system? Security and privacy You will only need to do this once by selecting ‘Register as a new user’ on the PlanViewer login page. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Please note that we'll ask you to download a security key to your device, so that we know it's you logging in each time you visit the site (only accept if it is your own device and not a shared device). UK tax strategy, Fidelity International Online security This site relies on JavaScript for critical functionality. You should regularly review your investment objectives and choices and if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. What do I do if I have forgotten my username. We've changed our login system to a username and password combination, to make your account as secure as possible. ‘Remember me’ will save your username on the device you are using. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on our site. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. If you haven't already set up your username and password, you'll need to do so by registering your information and creating your login credentials. ... Fidelity uses cookies to provide you with the best possible online experience. What if I have forgotten my login details? What do I do if I have forgotten my username. Please enable JavaScript and reload the page. About Fidelity International. We're sorry - tell us how we can improve it. For more information on how to register for online access, please refer to our helpful Registering for online access guide. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. If you can't log in to your online account, please select from the below options that best describes the problem and follow the instructions listed. However, you can change the cookie settings and view our cookie policy at any time. Fidelity's critically-acclaimed podcast takes you deep inside the workings of the Chinese economy. Looking for another Fidelity site? Fidelity for Investing Professionals Press and media This information is not a personal recommendation for any particular investment, you are responsible for deciding whether an investment is suitable for you. If this doesn't solve the problem, please contact us. What if I go straight into PlanViewer from my employer’s intranet? Frequently asked questions about logging in to PlanViewer, Workplace Pensions - International employees, myfuture - four steps to financial fitness, Managing your pension through uncertainty. This website does not contain any personal recommendations for a particular course of action, service or product. Will I be allowed to keep my existing PlanViewer credentials? Trying to log in with Customer Reference and PIN? When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future.

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