Last Update: 08/01/2026 at 2:00 PM EST

Fidelity Data Breach Settlement

Coverage from Bloomberg Law, Yahoo, and others

Articles

60

Active Days

92

The Topic

Fidelity Data Breach Settlement topic image

Fidelity Investments and Fidelity Brokerage Services reached a $2.5 million settlement resolving claims tied to unauthorized network access in August 2024. The case involved alleged exposure of Social Security numbers, driver-license data, financial account information, and routing numbers, with potentially more than 160,000 people eligible for benefits. The settlement provides compensation for documented losses and pro rata payments, alongside identity-theft or credit-monitoring services, and illustrates how breach victims are pursuing recovery through class-action litigation.

First Article: 04/27/26

Latest Article: 07/27/26

Summary

  • Fidelity agreed to a $2.5 million settlement over unauthorized access detected between Aug. 17 and Aug. 19, 2024.
  • Court filings identified 77,099 directly affected individuals and described possible exposure of account and routing numbers for about 86,000 additional customers.
  • Allegedly exposed information included Social Security numbers, driver-license data, and financial account information.
  • Eligible claimants may receive a pro rata cash payment and up to $5,000 for documented losses, subject to settlement terms and available funds.
  • The settlement also provides identity-theft protection or credit-monitoring services, with additional benefits described for some California residents.
  • Fidelity denied wrongdoing; the settlement resolves litigation without an admission of liability.
  • A separate Lee University settlement shows similar breach litigation producing compensation and monitoring remedies for affected individuals.

History

07/21/2026

The update adds specificity on the breach scope, confirming the August 2024 access window and identifying separate groups of affected individuals. It also clarifies the settlement’s remedies and that Fidelity denies wrongdoing, while introducing a separate related settlement as contextual comparison.

07/21/2026

The story has shifted from a broader breach-and-fallout narrative into a more specific settlement-administration phase, with the key new development being a $2.5 million class-action resolution and defined claims deadlines. The earlier regulatory-and-litigation mix is now narrower and more procedural, centered on court approval, eligibility, and compensation mechanics.

Full History

Featured

Timeline: 92 Days

Apr 27May 18Jun 1Jun 22Jul 6Jul 27

Additional Articles

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CNBC Select / Brian Sloan07-15-2026
Fidelity Investments and Fidelity Brokerage Services settled a class-action privacy and cybersecurity lawsuit on May 13 after allegations of delayed breach notification and exposure of sensitive personal data from Aug. 2024 activity.
ClassAction.org / Tracy Bagdonas05-18-2026
LA Financial Federal Credit Union received preliminary approval for a $725,000 settlement resolving a class action over a June 2024 data breach affecting 34,866 U.S. residents.
ClassAction.org / Tracy Bagdonas06-15-2026
Berman & Rabin, P.A. reached a $980,000 settlement approved preliminarily on May 1, 2026, covering US consumers affected by a July 2024 data breach.
ClassAction.org / Olivia DeRicco06-25-2026
Crimson Wine Group reached a 637,500 class action settlement after a June 2024 data breach, with preliminary approval on March 26, 2026 and a final approval hearing set for October 13, 2026.
Tom's Guide / Alyse Stanley05-17-2026
Fidelity Investments agreed to a $2.5 million class action settlement in Massachusetts after a 2024 unauthorized-access incident exposed customer data, with a July 9 approval hearing.
Yahoo Finance / Hal Bundrick07-17-2026
Fidelity Investments set a July 27, 2026 deadline for settlement claims after an August 2024 breach exposed Social Security numbers, financial accounts, and driver’s licenses.
Yahoo Finance07-17-2026
Fidelity customers in the United States must submit data breach settlement claims by July 27, 2026 for potential exposure reported from Aug. 17 to 19, 2024.
Property Casualty 360 / Melanie Waddell04-29-2026
Massachusetts securities regulator William Galvin ordered Fidelity Brokerage Services to pay $1.25 million for cybersecurity control failures and incomplete breach notifications after a 2024 breach affected about 77,000 customers.
Credit Union Times / Peter Strozniak05-15-2026
Theresa M. Traber granted preliminary approval in California for a $725,000 class-action settlement over LA Financial Federal Credit Union's June 2024 data breach.
Wealth Management / Patrick Donachie04-27-2026
Massachusetts Secretary of the Commonwealth William Galvin announced a $1.25 million settlement with Fidelity over a 2024 breach affecting Massachusetts residents and non-customers.
National Mortgage News / Andrew Martinez07-14-2026
U.S. District Judge Darrin P. Gayles closed Bayview Asset Management's 2022 mortgage servicing data breach class action in the 2020s, approving an $8.6 million attorneys' award.
Cleveland.com / Claudia Dimuro07-16-2026
Fidelity Investments and Fidelity Brokerage Service agreed in May to a $2.5 million class-action settlement for customers affected by an August 2024 data breach.
LehighValleyLive07-16-2026
Fidelity Investments and Fidelity Brokerage Service set a July 27 deadline for class-action claims after an August 2024 data breach reported to affect more than 77,000 customers.
Payout07-10-2026
Fidelity Investments account holders received notice after unauthorized access in August 2024, and a Massachusetts court approved a $2.5 million class action settlement on July 9, 2026.

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USA TODAY05-15-2026
Fidelity Investments agreed May 13 to a 2.5 million class-action settlement over a 2024 data breach alleged to involve third-party unauthorized access in Massachusetts federal court.
USA TODAY / Ernesto Centeno Araujo05-18-2026
Fidelity Investments proposed a May 13 $2.5 million class-action settlement for a 2024 Massachusetts breach after allegations of third-party unauthorized access.
Top Class Actions05-13-2026
Fidelity Investment agreed to a $2.5 million class action settlement for a 2024 breach exposing financial account numbers and routing numbers, with benefits due by July 27, 2026.
ClassAction.org / Tracy Bagdonas05-15-2026
Fitzgerald Wealth Management, LLC received preliminary approval on April 6, 2026 for a class action settlement over an April 2025 data breach affecting U.S. residents.
ClassAction.org / Tracy Bagdonas06-03-2026
EMM Loans, LLC obtained preliminary approval for a class action settlement over a February 2024 data breach, with final approval scheduled for August 2026.
Daily Hodl07-08-2026
First Financial Security agreed to a $1.2 million class action settlement addressing alleged unauthorized access in a 2023 data breach.
Claim Depot / Danielle Toth04-30-2026
Fidelity Investments agreed in a class action to settle an August 2024 data breach, offering up to $5,000 reimbursements and two years of fraud monitoring.
Claim Depot / Danielle Toth05-08-2026
Fitzgerald Wealth Management LLC reached a settlement for an April 2025 data breach class action, providing capped reimbursement and two years of credit monitoring.
Claim Depot / Nicole Aljets05-28-2026
FMC Services LLC, also known as FMC Health, settled a July 2022 breach class action in which notice recipients can claim up to $5,000 and CyEx monitoring.
Claim Depot / Nicole Aljets05-28-2026
EMM Loans LLC agreed to a class action settlement for a February 2024 data breach after exposure of personally identifiable information affecting at least 2,313 people in the United States.
Claim Depot / Nicole Aljets06-15-2026
Crimson Wine Group Ltd. settlement following a June 2024 cyberattack in the USA offers eligible U.S. residents up to $5,000 and two years of credit monitoring.
Claim Depot / Nicole Aljets06-17-2026
AOD Federal Credit Union class action settlement tied to an Aug. 8-9, 2024 data breach allows eligible claimants to seek up to $5,000 and credit monitoring.
Yahoo Finance07-16-2026
Fidelity and Fidelity Brokerage Service set a July 27 deadline for class action claims tied to an August 2024 customer data breach.
Barron's Advisor05-01-2026
Fidelity Investments agreed to pay $1.25 million to Massachusetts regulators in response to allegations involving a 2024 data breach and breach notification failures.
Fox13 News / Catherine Stoddard05-15-2026
Fidelity Investments faces a July 9 court hearing over a $2.5 million settlement for a 2024 third-party data breach affecting customers.
Kdvr / Jeremy Tanner05-16-2026
Fidelity Investments agreed to a $2.5 million settlement in a class action over a 2024 data breach alleged to have exposed customer personal information.
Informnny / Jeremy Tanner05-16-2026
Fidelity Investments reached a 2024 breach settlement for 77,000 customers, including up to 5,000 payouts and two years of identity protection, with court approval set for July 9.
Mytwintiers / Jeremy Tanner05-16-2026
Fidelity Investments agreed to a $2.5 million class action settlement over a 2024 data breach affecting 77,000+ customers, with identity theft protection and credit monitoring.
Fox 5 San Diego / Jeremy Tanner05-17-2026
Fidelity Investments agreed to pay up to $5,000 each after a 2024 data breach allegedly exposed sensitive customer information to a third party.
KSN / Jeremy Tanner05-17-2026
Fidelity Investments agreed to a $2.5 million class action settlement over a 2024 data breach affecting more than 77,000 customers.
Fox 5 Atlanta / Catherine Stoddard05-15-2026
Fidelity Investments’ July 9 settlement approval hearing will determine payouts for customers affected by a third-party data breach disclosed in 2024.
Payout07-13-2026
First Financial Security Inc. reached a $1.2 million settlement following an October 2023 breach that exposed about 100,000 customers, with claims due July 20, 2026.
WWLP / Jeremy Tanner05-16-2026
Fidelity Investments agreed to a $2.5 million settlement for a reported August 17-19, 2024 data breach affecting over 77,000 customers, with claims and identity theft monitoring.
Fox 5 DC / Catherine Stoddard05-15-2026
Fidelity Investments customers have a July 27 deadline to claim payouts after a court must approve a 2.5 million-dollar settlement over a 2024 data breach.
Wate / Jeremy Tanner05-16-2026
Fidelity Investments agreed to a $2.5 million class action settlement in 2026 over alleged 2024 network intrusion exposing sensitive customer data, with California CPRA-linked claims available.
TheStreet / Arjun Parashar07-27-2026
Fidelity Investments and a class of affected customers reached a $2.5 million settlement after a 2024 breach exposed financial account data and allegedly delayed notification.
PIX11 / Andrew Cruz05-14-2026
Fidelity Investments agreed to a $2.5 million class-action settlement in 2024 breach claims over exposed financial account and routing numbers, with a July 27 claim deadline.
KFOR / Jeremy Tanner05-16-2026
Fidelity Investments agreed to a $2.5 million class action settlement on a 2024 breach alleged to involve third-party network access in August, with final approval set for July 9.
KTSM / Jeremy Tanner05-16-2026
Fidelity Investments agreed a $2.5 million settlement for alleged unauthorized third-party access to customer data from August 17-19, 2024, affecting more than 77,000 people.
ABC4 / Jeremy Tanner05-16-2026
Fidelity Investments agreed to a $2.5 million class action settlement over an alleged August 2024 intrusion affecting 77,000 customers in the USA, including California residents.
The Daily Hodl05-25-2026
Flagstar Bank, N.A. agreed to a proposed $31.5 million class-action settlement after 2021 intrusions exposed personally identifiable information of 2.18 million people.
FOX 9 Minneapolis-St. Paul / Catherine Stoddard05-15-2026
Fidelity Investments agreed to a $2.5 million settlement for a 2024 breach affecting USA customers after a third party accessed Social Security and driver license data.
PennLive07-08-2026
First Financial Security agreed to a $1.2 million class action settlement over an October 2023 breach, with final approval set for November.
NTD05-17-2026
Fidelity Investments breach victims with exposed financial account and routing numbers must submit settlement claims by late July under a $2.5 million class action pending in Massachusetts federal court.
WFLA / Jeremy Tanner05-16-2026
Fidelity Investments agreed to a 2.5 million class action settlement in 2024 breach case with payment and identity protection terms, with a July 9 approval hearing.
The Sun07-09-2026
Settlement administrators set July 20 as the claim deadline for a First Financial Security class action after an October 17, 2023 breach exposed Social Security numbers.
ClaimsHero07-14-2026
Fidelity Investments agreed to a 2.5 million settlement in 2024 after an August 17 to 19 data incident exposed customers financial account and routing numbers.
Nypost05-15-2026
Fidelity Investments agreed to a $2.5 million class-action settlement over a 2024 breach that reportedly exposed routing and account numbers for about 77,000 customers.
The Sun / Will Miller05-16-2026
May claim deadlines apply to several US class action settlements, including a Los Angeles Times California tracker-consent case and a Norton Healthcare 2023 data breach settlement.
Claim Depot / Nicole Aljets05-15-2026
Flagstar Bank agreed to a $31.5 million class action settlement over January and December 2021 data breaches affecting 2.19 million U.S. people.
Dapeer Law / Valeria Linares06-09-2026
Mortgage servicers agreed to a $26 million class settlement on a late-2021 breach in the Southern District of Florida; claims close June 22, 2026.
ClaimsHero05-10-2026
Balance Autism settlement in the U.S. (March 2025 incident) provides cash options and up to two years of credit monitoring for potentially impacted individuals.
Early Retirement05-02-2026
Fidelity Investments is the subject of a forum discussion about an August 2024 third-party data breach settlement, including questions on customer notice and class action compensation.