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Fidelity Investments data breach settlement cover photo showing claim deadline, settlement benefits, and contact information for affected class members

Fidelity Investments Data Breach Litigation settlement: claim deadline is July 27, 2026. Eligible class members may be entitled to settlement benefits and a cash payment. Contact [email protected] for questions.

Fidelity Investments Data Breach Settlement

Fidelity Investments settlement for U.S. individuals whose account number and routing number were exposed in the August 2024 data security incident. Eligible claims may include up to $5,000 for documented losses, a pro rata cash payment, or a $50 California payment.

Settlement Features

Data Privacy
No Proof Required

Settlement Overview

This settlement resolves claims in In re: Fidelity Investments Data Breach Litigation involving FMR LLC d/b/a Fidelity Investments and Fidelity Brokerage Services LLC d/b/a Fidelity Investments. The settlement website explains that, between August 17 and August 19, 2024, a third party accessed and obtained certain information on Fidelity’s computer network without authorization.


The consumer-facing brand is Fidelity Investments. The settlement website at fidelitydatasettlement.com provides claim information, deadlines, FAQs, and access to the online claim form.


The settlement may matter to people in the United States who were notified by Fidelity, or whose account number and routing number were exposed in the incident. Eligible class members may qualify for:

  • reimbursement of documented monetary losses up to $5,000
  • pro rata cash payment expected to be about $100
  • $50 California Consumer Privacy Act payment for California residents only
  • two years of CyEx Financial Shield Complete credit monitoring and identity theft protection


Payouts are pro rata for the cash payments, meaning the final amount may be higher or lower depending on the number of valid claims submitted.


FAQ

What is the Fidelity Investments data breach settlement?

It is a class action settlement resolving claims about the August 2024 data security incident involving Fidelity’s computer network.

Who qualifies for the settlement?

U.S. individuals who were notified by Fidelity or whose account number and routing number were exposed in the incident may qualify, subject to the class definition in the notice.

How much can I receive?

Eligible claimants may receive up to $5,000 for documented losses, an expected $100 pro rata cash payment, a $50 CCPA payment if they are California residents, and credit monitoring benefits.

Do I need proof to file a claim?

Not for the pro rata cash payment or the California payment. Proof is required only if you want reimbursement for documented monetary losses.

How do I file a claim?

You can submit the claim form online, by email, or by U.S. mail. Online claimants must log in with a Login ID and PIN from their notice.

What if I do not have my Login ID and PIN?

You can request help by emailing the settlement administrator with your full name and mailing address.

Who Is Eligible?

  • You are a U.S. resident.
  • You were notified by Fidelity about the August 2024 data security incident, or
  • Your account number and routing number were exposed in the incident.
  • You are not excluded from the settlement class.
  • If you are a joint accountholder with a single account number and routing number compromised, only one claim is permitted.
  • To claim documented losses, you must have qualifying out-of-pocket losses tied to the incident.
  • To file an online claim, you must have a Login ID and PIN.


How to File a Claim

  1. Go to the official claim form page.
  2. Enter your Login ID and PIN from the notice you received.
  3. If you do not have your Login ID or PIN, email the settlement administrator at [email protected]and provide your full name and mailing address to request it.
  4. Complete the claim form and choose the benefit category you are claiming.
  5. If claiming documented monetary losses, upload or include supporting proof such as bank statements or receipts.
  6. Submit the claim online by July 27, 2026, or mail/email the completed claim form by the same deadline.
  7. If mailing the claim form, make sure it is postmarked no later than July 27, 2026.


Documentation Requirements

No Proof Required - ID/PIN needed for online claim

  • No proof is required to claim the pro rata cash payment or the $50 CCPA payment.
  • Proof is required only if you claim reimbursement of documented monetary losses.
  • Acceptable documentation for documented losses includes records such as bank statements, receipts, or other supporting documents showing out-of-pocket losses caused by the data security incident.
  • Self-prepared notes alone are not enough to support a documented-loss claim, but they may be submitted as supplemental explanation.


With Proof subsection

  • Claimants who submit valid documentation may qualify for reimbursement of documented monetary losses up to $5,000.
  • Eligible documented losses may include identity theft or fraud losses, credit report or monitoring fees, credit freeze and unfreeze costs, ID replacement costs, postage, and travel expenses to resolve fraud.


Payout Details

  • Total settlement fund: $2,500,000
  • Cash payment: A pro rata cash payment is available to all settlement class members and is expected to be about $100
  • California payment: Eligible California residents may claim a $50 CCPA payment
  • Documented-loss reimbursement: Up to $5,000 for eligible documented out-of-pocket losses
  • Non-cash benefit: Two years of CyEx Financial Shield Complete credit monitoring and identity theft protection
  • Distribution: Payments will be issued after final approval and after any appeals are resolved


Key Information

Payout Range

$50 - $5.0k

Claim Deadline

July 27, 2026

48 days left

Total Settlement Fund

$2,500,000

Settlement Administrator Contact
Name: Fidelity Data Security Incident Settlement, c/o Settlement Administrator,
Address: P.O. Box 25226, Santa Ana, CA 92799-9958
Important Dates
Opt-Out: June 26, 2026
Final Approval: July 27, 2026
Submit Claim Now

By clicking "Submit Claim Now", you will be directed to the official settlement website to file your claim directly with the settlement administrator.