Fidelity Investments Data Breach Settlement 2026 -- File a Claim by July 27
By eosguide team · Last updated May 14, 2026
Fidelity Investments settled a class action over an August 2024 data breach -- affected customers can claim up to $5,000 for documented losses or \~$100 with no proof required by July 27, 2026. A company literally named for trustworthiness had a trust problem in August 2024 -- your portfolio survived; your Social Security number had a rougher two days.
What happened
Class period: Data incident occurred August 17-19, 2024; documented losses must have occurred between August 17, 2024 and July 27, 2026
- Between August 17 and August 19, 2024, an unauthorized third party accessed and obtained certain customer information from Fidelity Investments' computer network
- The breach potentially exposed personal information including names, Social Security numbers, financial account information, and driver's license numbers
- The specific data affected varied by individual
- A class action lawsuit was filed in the United States District Court for the District of Massachusetts; a settlement has been reached without any admission of wrongdoing by Fidelity
- U.S. residents who received a notice from Fidelity about the incident, or whose account and routing numbers were confirmed exposed, may be eligible for cash payments and credit monitoring
What you can get
Cash payment -- documented losses
Up to $5,000
Receipts, bank statements, or similar documentation required; losses must have occurred between August 17, 2024 and July 27, 2026 Cash payment -- pro rata, no proof needed
Key dates
| Action | Date | What it means |
|---|---|---|
| Claim deadline | July 27, 2026 | Last day to file a claim |
| Opt out | June 26, 2026 | Keep your right to sue separately |
| Object | June 26, 2026 | Tell the court you disagree |
| Final hearing | July 9, 2026 at 2:00 p.m. Eastern Time -- United States District Court for the District of Massachusetts, 1 Courthouse Way, Boston, MA 02210 | Judge decides whether to approve |
Who may qualify
- Received a notice from Fidelity Investments about the August 2024 data security incident, OR are a U.S. resident whose Fidelity account number and routing number were exposed in the incident
- If you share a joint account with one account number and routing number, only one claim is permitted per account
How to file
- Go to fidelitydatasettlement.com and click "Submit a Claim"
- Complete the online Claim Form and submit it by July 27, 2026
- Alternatively, download the paper Claim Form, complete and sign it, and mail it to the Settlement Administrator so it is postmarked no later than July 27, 2026 You may also call (833) 386-6470 or email info@FidelityDataSettlement.com to request a paper claim form
- If claiming documented losses (up to $5,000), include supporting documentation such as bank statements or receipts
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Proof required
- Documented losses (up to $5,000): Bank statements, receipts, or similar records showing out-of-pocket expenses caused by the data breach; personal notes may be submitted to support other documentation but are not sufficient on their own; expenses already reimbursed by a third party are not eligible
- Pro rata cash payment (\~$100): No proof required
- CCPA payment ($50, California residents only): No proof required
Payment timing
Payments will be distributed after the Court grants final approval at the July 9, 2026 hearing and after any appeals are resolved. Payment method is not specified on the settlement website -- check fidelitydatasettlement.com/dates/ for updates.
Important links
Contact
Extra details
- The total settlement fund is $2,500,000. Attorneys' fees (up to one-third of the fund), litigation costs (up to $45,000), and service awards ($2,500 per class representative) are paid from this fund before benefits are distributed -- so the pro rata payment per person may be smaller than the expected $100 if a large number of claims are filed
- California residents may claim the $50 CCPA payment in addition to either the pro rata payment or the documented losses payment
- You cannot claim reimbursement for losses already covered by another source
- Watch for scams -- use only the official site at fidelitydatasettlement.com
- Nothing in the settlement prevents you from reporting information to the SEC, FINRA, or other regulatory authorities
FAQ
Who qualifies for this settlement?
What can I receive from this settlement?
Do I need receipts or proof to file?
How much will I actually receive?
I'm a California resident. Is there anything extra for me?
What is the deadline to file?
When will I receive my payment?
What happens if I do nothing?
Can I opt out and sue Fidelity on my own?
Info only. Verify details on the official site. Not legal, financial, or tax advice. Legal
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