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Claims closedNo proof of purchase neededdata breach

Fidelity Investments Data Breach Settlement

Last verified July 12, 2026Source: claimdepotHow ClaimWatch verifies cases

This settlement is closed to new claims — the deadline was July 27, 2026. You can still see what it was about and follow the case in court below. Looking for money you can still claim? Browse open settlements →

What happened

A third party accessed and obtained certain information without authorization on Fidelity's computer network in a data security incident that occurred between August 17 and August 19, 2024. Some individuals' financial account and routing numbers were compromised. Fidelity denies any wrongdoing.

Do you qualify?

Individuals present in Fidelity's records whose financial account and routing number were compromised in the August 2024 data security incident, or who received notice of the incident.

What you can claim

Read from the official settlement notice. Confirm the terms that apply to you on the administrator's site before filing.

  • Reimbursement of Documented Monetary Losses

    $5,000 each

    Reimbursement of up to $5,000 for actual, documented out-of-pocket losses due to the Data Security Incident, including identity theft, fraud, credit monitoring fees, ID replacement costs, and related expenses. Losses must have occurred between August 17, 2024, and July 27, 2026, and require proof such as bank statements or receipts.

  • Pro Rata Cash Payment

    $100 each

    An expected cash payment of $100.00 to all class members, though the actual amount may be larger or smaller depending on total claims filed. No proof or documentation is required.

  • CCPA Payment

    $50 each

    A payment of $50.00 for California residents for the California Consumer Privacy Act claim brought against Fidelity. The amount may be larger or smaller depending on total claims filed. No proof or documentation is required.

Who is in the class

All individuals within the United States of America to whom Fidelity provides notice of the Data Security Incident under relevant state law before the Notice Deadline associated with this Settlement, and all other individuals within the United States whose account number and routing number were exposed in the Data Security Incident (where joint accountholders had a single financial account number and routing number compromised, only one claim is permitted under the Settlement).

Quoted from the settlement notice.

How to file

Submit a valid Claim Form online at the settlement website, by mail to the Settlement Administrator, or request a paper copy by phone or email. The deadline to submit a claim is July 27, 2026.

Common questions

How much does the Fidelity Investments Data Breach Settlement pay?
The total settlement fund is $2.5M. Actual amounts depend on how many valid claims are filed — most settlements divide a fixed fund pro rata, so a higher claim rate means a smaller individual check. An "up to" figure is a cap, not a guarantee.
What is the claim deadline for the Fidelity Investments Data Breach Settlement?
This settlement is closed to new claims — the deadline was July 27, 2026. Once a claim deadline passes you generally forfeit your share, even if you qualified.
Do I need proof of purchase for the Fidelity Investments Data Breach Settlement?
No. You can file without a receipt or proof of purchase. You attest that you qualify and submit basic details, though claims are still subject to review and submitting a false claim is a crime.
Is the Fidelity Investments Data Breach Settlement notice real, or a scam?
Simpluris is the settlement administrator for this case. Claims are filed at fidelitydatasettlement.com. Filing a class action claim is always free — no legitimate settlement charges you to claim, and no administrator will ask for payment, a gift card, or your full Social Security number by email or text. If a notice asks for any of those, it is not from the administrator. When in doubt, ignore the link you were sent and go to the official settlement website directly.
When will payments from the Fidelity Investments Data Breach Settlement be sent?
Class action payouts typically take 12 to 24 months after the claim deadline, and longer if the settlement is appealed. The final approval hearing for this case is set for July 9, 2026; no payments can be issued before a settlement receives final approval.

Who's involved

Plaintiffs

  • John Nixon
  • Alexander Elterman
  • Richard Mason
  • Peggie Little(Consolidated Plaintiff)
  • Britton Bryant(Consolidated Plaintiff)
  • Ratiek Lowery(Consolidated Plaintiff)
  • Robert Wilbert(Consolidated Plaintiff)
  • Michael Campagnolo(Consolidated Plaintiff)

+ 2 more

Defendants

  • Fidelity Investments

Parties and counsel from the public court docket. Listing an attorney here isn't an endorsement, and ClaimWatch isn't affiliated with any of them.

This summary was generated from public settlement documents and may contain errors. Confirm eligibility, deadlines, and payment terms on the official settlement website before filing. ClaimWatch is not a law firm and this is not legal advice. Filing a claim is free.

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