Log in to your Fidelity account
Review and settle any open trades, pending transactions, or margin balances
Withdraw or transfer any remaining cash and investments
Download or save any statements, tax forms, and account records you may need
Contact Fidelity customer service by phone or secure message to request account closure
Follow any instructions Fidelity provides for closing the account
Confirm that all linked services, automatic transfers, and direct deposits are removed
Verify that the account shows a zero balance and is closed
Keep the final closure confirmation for your records