Fidelity recently informed a customer that a mistake occurred with their personal information due to a mailing error. On June 27, 2024, a Fidelity associate inadvertently sent the customer’s EQ shareholder services paperwork to another individual. This paperwork included sensitive details such as the customer’s name, address, date of birth, driver’s license, and other personal information.
Upon discovering the error the following day, Fidelity was notified by the recipient who returned the documents. The paperwork was quickly sent back to the customer from the Fidelity Burlington branch. The incident has been reviewed, and the associate responsible for the mistake has been addressed.
At this time, Fidelity has not detected any misuse of the customer’s personal information. However, as a precaution, they advise the customer to remain vigilant for any signs of fraudulent activity or identity theft. Regular monitoring of account statements and free credit reports is recommended to ensure security.
To further assist, Fidelity is offering the customer complimentary enrollment in a credit monitoring service for 18 months. This service, provided by TransUnion Interactive, allows the customer to keep track of their credit reports and detect any unusual activity that may impact their financial situation. Detailed instructions for enrollment are included in the communication from Fidelity.
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