Fidelity has also confirmed that some of their reps or financial consultants may periodically do outbound calls to clients for various reasons. This can include marketing (such as the one I received), account reviews, or discussions about various financial options.
Someone asked:
A few days ago, I received a phone call from 603-864-6488. The caller ID shows Fidelity Invest. I wonder if this is a scam or someone from Fidelity trying to reach me through my number?
Why Is Fidelity Calling Me?
From my personal experience, when I made a larger-than-usual transfer to my brokerage account, I received a phone call from a Fidelity financial advisor. He asked if I was interested in having my portfolio managed.
First of all, you shouldn’t share your personal information or account details with someone over the phone unless you initiated the call. The best way to find out is by contacting Fidelity directly. They will be able to confirm whether or not someone from the firm contacted you.