Fidelity Terms of Use

Fidelity · agreement dated July 1, 2026 · Official agreement

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6 of 73 cards in Data Access & Collection

Data Access & Collection · Restriction or exception

Do not give the Virtual Assistant credit or debit card information or protected health information

You should not provide the Virtual Assistant with credit or debit card information or protected health information, even though information given to it may otherwise be retained and used under the Privacy Policy.

Supporting quotations

Notwithstanding, You should not provide the Virtual Assistant with credit or debit card information or protected health information.

Qualifications & exceptions

  • Phrased as "should not", an instruction to users; the passage does not state a technical block.

Data Access & Collection · Company practice

Customer experience survey responses are collected by Qualtrics, a hired third party

On certain pages of the Fidelity Websites You may engage with Fidelity's customer experience feedback surveys. Responses are collected by Qualtrics, a third-party company Fidelity hired to develop, collect and analyze the results. The text states that Qualtrics and Fidelity are independent entities and are not legally affiliated.

Supporting quotations

On certain pages of the Fidelity Websites, You may engage with Fidelity's customer experience feedback surveys.
Responses to this survey will be collected by Qualtrics, a third party company Fidelity has hired to develop, collect and analyze the results. Qualtrics and Fidelity are independent entities and are not legally affiliated.

Qualifications & exceptions

  • Available on certain pages only.

Data Access & Collection · Restriction or exception

Do not include personally identifiable account information in survey responses

Please do not include any personally identifiable information related to an account in Your survey responses.

Supporting quotations

Please do not include any personally identifiable information related to an account in Your responses.

Qualifications & exceptions

  • Phrased as a request ("Please do not").

Data Access & Collection · Company practice

Live chat may be recorded, monitored and shared with service providers

On certain pages of the Fidelity Websites You may chat live with Fidelity representatives. All chat interactions may be recorded, are subject to recordkeeping and monitoring, and may be shared with service providers that provide technology and services used in the chat feature or are used for other business purposes.

Supporting quotations

On certain pages of the Fidelity Websites, You may engage with representatives of Fidelity through a live chat feature. All of the chat interactions may be recorded, are subject to recordkeeping and monitoring, and may be shared with our service providers that provide technology and services used in our chat feature or are used for other business purposes.

Qualifications & exceptions

  • Available on certain pages only.
  • Recording and sharing are stated with "may"; recordkeeping and monitoring are stated as applying.

Not stated here

  • The wording does not make clear whether "other business purposes" modifies the service providers' services or the sharing.

Data Access & Collection · Company practice

You may be asked for account, contact or other personal information to use certain capabilities

While You use the Fidelity Websites You may be asked to provide information such as categories of products and services You are interested in, account information, or contact or other personal information, in order to use certain capabilities or to subscribe to Fidelity products or services. "You" means any person or entity that accesses or attempts to access the websites.

Supporting quotations

While using the Fidelity Websites, You may be asked to provide certain information to us, such as categories of products and services in which You are interested, account information, or contact or other personal information, in order to use certain capabilities and/or to subscribe to Fidelity products or services.
"You" or "Your" refers to any person or entity that accesses or attempts to access the Fidelity Websites.

Qualifications & exceptions

  • The request is tied to using certain capabilities or subscribing to products or services.

Data Access & Collection · Company practice

Your use of the websites may be monitored and recorded by Fidelity or its service providers

Your use of the Fidelity Websites may be monitored and recorded by Fidelity and/or its service providers for Fidelity's business purposes.

Supporting quotations

In addition, Your use of the Fidelity Websites may be monitored and recorded by us and/or our service providers for our business purposes.

Qualifications & exceptions

  • Stated with "may".

Not stated here

  • The passage does not describe what is recorded or for how long.