Fidelity Terms of Use

Fidelity · agreement dated July 1, 2026 · Official agreement

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2 of 73 cards in Use & Processing

Use & Processing · Company practice

The Virtual Assistant uses artificial intelligence and draws on what You enter and Your account information

On certain pages of the Fidelity Websites You may engage with Fidelity's Virtual Assistant. It uses advanced technology and artificial intelligence to help with frequently asked questions and enhance Your digital experience, and is designed to be anticipatory and responsive based on Your search terms, information You enter in reply to its questions, and Your account and other information on file with Fidelity.

Supporting quotations

On certain pages of the Fidelity Websites, You may engage with Fidelity's Virtual Assistant.
Our Virtual Assistant uses advanced technology and artificial intelligence to help with frequently asked questions and to enhance Your digital experience. It is designed to be both anticipatory and responsive based on Your search terms, information You enter in reply to the Virtual Assistant's questions, and Your account and other information on file with Fidelity.

Qualifications & exceptions

  • Available on certain pages only.

Not stated here

  • The passage does not say which account or other information on file is used.

Use & Processing · Company commitment

Survey feedback is described as confidential and not used for individual marketing

Your feedback is described as confidential. Neither Fidelity nor Qualtrics will individually respond to feedback You provide in the survey unless required to by applicable law, and they will not use Your feedback for individual marketing efforts. If You want Fidelity to follow up on questions or comments, contact Fidelity directly through Your normal contact channel.

Supporting quotations

Your feedback is confidential.
Neither Fidelity nor Qualtrics will individually respond to any feedback You provide in this survey unless required to do so by applicable law, nor will they use Your feedback for individual marketing efforts.
If You have questions or comments that You would like Fidelity to follow-up with You on, please contact Fidelity directly through Your normal contact channel.

Qualifications & exceptions

  • The exception for applicable law is stated for individual responses; the text states the marketing limit without it.