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Contact and visit to Open

Contact and visit to Open

To provide you with the high-quality, personal service you deserve, we open these accounts through a one-on-one conversation. This ensures your new account is perfectly matched to your lifestyle and financial goals from day one.

Your local Fidelity banker is looking forward to meeting you. To start your account opening, reach out at 1-800-388-4380 or connect with us online. We’ll help you skip the wait by scheduling a personalized visit at your neighborhood branch.

To Expedite your application: When you visit your preferred Fidelity Bank location be sure to have the following documents/information ready. Do not email personal information.

Everything You Need for a Seamless Visit

To ensure your account is opened swiftly and accurately, please bring the following items for all account owners. Our team will handle the paperwork so you can focus on your financial goals.

1. Identification & Proof of Residency

  • Primary Identification: Please bring one valid, government-issued photo ID (such as a Driver’s License, State ID, Military ID, or Passport).

  • Proof of Address: If your current address differs from your ID, please bring a supporting document such as a utility bill, lease agreement, or a recent bank statement to verify your local residency.

2. Essential Personal Details

  • Social Security Number: Required for all U.S. Citizens or permanent resident aliens.

  • Date of Birth: Applicants must be at least 18 years of age.

  • Security Identifier: Please be prepared to provide your Mother’s maiden name for enhanced account security.

3. Contact Information

  • Stay Connected: We will confirm your preferred telephone numbers (home, work, or mobile) and a primary email address to set up your digital banking and alerts.

Tip: If you have any questions regarding specific document types before your visit, simply call your local branch. We are happy to verify your documents over the phone to ensure your visit is perfectly prepared.

 

US Patriot Act

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

When you open an account, we will ask for your name, address, date of birth, Social Security Number and other information that will allow us to identify you.

Our Bank will follow this law by obtaining picture identification and verifying other information given by the customer.

We proudly support all efforts to protect and maintain the security of our customers and our country.