FidSafe® Privacy Policy


This privacy policy (“policy”) applies to FidSafe® which is owned and operated by Fidelity Wealth Technologies, LLC (“Fidelity”). It describes how FidSafe collects and uses the personal information you provide through our website and other FidSafe applications and how the privacy and security of this information and your account content is maintained. This policy also describes how you can access and update this information. In addition to reviewing this policy, you should review and understand the FidSafe Terms of Service (User Agreement) and FidSafe Security Policy.

We recognize the importance of maintaining the privacy of your personal information. In this policy personal information means information about an individual that is collected or maintained for business purposes and by which the individual can be identified. Please note that information by which an individual cannot be identified (for example, anonymous, de-identified, or aggregate information) is not considered personal information and therefore is not subject to this policy.
This policy is reviewed annually and updated to reflect any changes. We encourage you to periodically review this page for the latest information on our privacy practices.

How and why we obtain and use personal information

When you use FidSafe, we collect some personal information about you, such as your name and email address, and if you choose to provide it, your date of birth and cell phone number. We may also collect security questions and their answers as part of our security protocol. If you decide to use FidSafe’s sharing functionality, you provide similar information about your sharing partner, such as name and email address.

FidSafe may use information about you, such as your name and email address, to service, maintain and protect your account; respond to inquiries from you; communicate with you and make you aware of new FidSafe products and services. If you choose to provide date of birth or cell phone number, FidSafe may use this info for security purposes. This information may also be shared with affiliated Fidelity Investments companies to perform administrative and other services for FidSafe®; operate and manage our business; and fulfill legal and regulatory requirements.

To update your personal information or close your account, please sign into your Fidsafe account or contact us by telephone or email. Contact information is listed at the end of this policy.

Your Account Content

Your account content includes the various electronic files and information uploaded and input into your FidSafe account (“account content”). Access and use of your account content by you and your sharing partners is controlled by you. FidSafe contracts with a limited number of third-party service providers to furnish and support FidSafe services including the storage of your encrypted account content. Your account content remains encrypted and is not accessed, used, or shared by FidSafe or its third-party service providers for any purpose, except at your direction or as required or permitted by law.

FidSafe also makes its services available to affiliated and unaffiliated organizations so they, at your request, may make documents and other electronic files available to you and you to them. If you choose to use FidSafe through your relationship with any of these organizations, FidSafe may upload electronic files into your account as instructed by you either directly or as forwarded by that organization. In addition, certain activity information such as the date and time you retrieved an electronic file may be made available to that organization.

Data Retention

We retain your personal information and your account content for as long as your account is open, or as needed to provide you services, and as permitted or required by law.

Information Sharing

We may provide personal information about you to various Fidelity corporate affiliates including internal service providers which perform, for example, data processing services.

FidSafe does not share or sell personal information about our customers with unaffiliated third parties for use in marketing their products and services. We may share personal information with the following entities:

  • Unaffiliated service providers who may provide services at Fidelity’s direction
  • Government agencies, other regulatory bodies and law enforcement officials (for example, for tax purposes or for reporting suspicious transactions)
  • Other third-parties, with your consent or as directed by your representative
  • Other organizations as permitted or required by law (for example for fraud prevention or to respond to a subpoena)
  • In connection with corporate business transactions, such as a merger or sale of a business.

Our service providers are obligated to keep the personal information we share with them confidential and use it only to provide services specified by Fidelity.

Protecting Your Information

FidSafe considers the protection of personal information to be a foundation of customer trust and a sound business practice. We employ implement and maintain physical, administrative, technical and organizational measures designed to protect personal information electronic and procedural controls and we regularly adapt these controls to respond to changing requirements and advances in technology. FidSafe restricts access to personal information to those who require it to develop, support, offer and deliver products and services to you and to operate our business.

Your digital privacy

When you interact with us by using our websites, online services or applications (including mobile apps) that are owned and controlled by Fidelity and/or its affiliates (“our digital offerings”), or via electronic communications, FidSafe manages personal information in accordance with all of the practices and safeguards described in this policy.

When you use or interact with us via our digital offerings, or interact with us via electronic communications, we (or our service providers on our behalf) may automatically collect technical and navigational and location information, such as device type, browser type, Internet protocol address, pages visited, and average time spent on our digital offerings. We use this information for a variety of purposes, such as maintaining the security of your session, facilitating site navigation, improving the design and functionality of our digital offerings and electronic communications, and personalizing your experience. Additionally, the following policies and practices apply when you are online.

Cookies and similar technologies

FidSafe and our third-party service providers may use cookies and similar technologies (“cookies”) to support the operation of and maintain our digital offerings. Cookies are small amounts of data that a website or online service exchanges with a web browser or application on a visitor’s device (for example, computer, tablet, or mobile phone). Cookies help us to collect information about users of our digital offerings, including date and time of visits, pages viewed, amount of time spent using our digital offerings, or general information about the device used to access our digital offerings. FidSafe cookies are also used for security purposes and to personalize your experience, such as customizing your screen layout.

Both FidSafe and third-party service providers we hire may use cookies and other technologies, such as web beacons, pixel tags, or mobile device ID, in online advertising as described below. Most browsers and mobile devices offer their own settings to manage cookies. If you use those settings to refuse or delete cookies it may negatively impact your experience using our digital offering, as some features and services on our digital offerings may not work properly. For example, you may not be able to sign in and access your account, or we may not be able to recognize you, your device, or your online preferences. Depending on your device and operating system, you may not be able to delete or block all cookies.

We may collect analytics data or use third-party analytics tools such as Google Analytics to help us measure traffic and usage trends for our digital offerings and to understand more about the demographics of our users. You can learn more about Google’s practices with Google Analytics by visiting Google’s privacy policy. You can also view Google’s currently available opt-out options.

Protecting Children’s Privacy Online

You must be age eighteen (18) to create a FidSafe account. Our website and FidSafe mobile application are not directed to individuals under the age of thirteen (13). Accordingly, we do not intentionally collect information on FidSafe’s website or mobile application from those we actually know are under the age of thirteen (13), and we request that these individuals do not provide personal information through the FidSafe website or mobile application.

Additional Information for California Residents

Please view our Additional Information for California Residents. This additional information is provided for purposes related to the California Consumer Privacy Act of 2018, as amended (the “CCPA”) and applies to the personal information and Fidelity companies which are subject to CCPA.

Contact Us


Fidelity Wealth Technologies, LLC

245 Summer Street

Boston, MA 02210

Telephone: 800-453-3332


Last updated: August 31, 2022
© 2019 FMR LLC. All Rights Reserved.