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FidSafe®, a Secure Online Document Storage Service for Individuals is Now Offered by Fidelity’s XTRAC Solutions

October 28, 2015

FidSafe® will now be offered by XTRAC Solutions, an independently operated Fidelity Investments company with more than 20 years of experience in workflow and document management. FidSafe was originally created by Fidelity Labs, the innovation unit of Fidelity Investments. It was built to address people’s unique and often complex needs when it comes to their personal documents. Using a combination of design thinking methodology and in-depth customer research and customer co-design, Fidelity Labs developed FidSafe with a focus on both an excellent user experience and top-level security. 

FidSafe aligns perfectly with the expertise of Fidelity’s XTRAC Solutions, providing the opportunity for further innovation with state-of-the-art technology and resources. FidSafe provides online storage for important documents such as wills, insurance policies, and tax records. So when unexpected events occur, individuals — along with their selected family members and professional service providers such as attorneys and accountants — will have access to electronic copies of key documents. Customers benefit with the ability to:

  • Upload and access critical documents
  • Share documents with others, like a spouse or lawyer
  • Get guidance on the right materials to secure
  • Easily get started and use the service

For more information on FidSafe, please visit

About XTRAC Solutions

XTRAC Solutions, an independently operated subsidiary of Fidelity Investments, is a leader in business processing, workflow, and document management. Founded more than 20 years ago at Fidelity, XTRAC (Cross-business Tracking Routing & Control) is the engine for continuous improvement across the firm. More than 30,000 individuals across the globe use XTRAC to improve client experiences, grow their businesses with operational efficiency, and facilitate compliance in a highly complex and evolving regulatory environment. XTRAC processes more than 44 million work items annually, and more than one billion documents are stored on the secure cloud platform used by XTRAC. Headquartered in Boston, Massachusetts, XTRAC employs more than 175 people in multiple sites around the U.S. and the world. For more information about XTRAC, visit

About Fidelity Investments

Fidelity’s goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. With assets under administration of $5.1 trillion, including managed assets of $2.0 trillion as of August 31, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings and nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients’ money. Privately held for nearly 70 years, Fidelity employs 42,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit

FidSafe® is not a Fidelity Brokerage LLC service. FidSafe® is a service of XTRAC LLC, a Fidelity Investments company.

XTRAC and the XTRAC Solutions logo are service marks of XTRAC LLC.  Fidelity, Fidelity Investments, FidSafe, and the Fidelity Investments logo are registered service marks of FMR LLC.

© 2015 XTRAC LLC.  2015 FMR LLC. All rights reserved.