Fidelity.com Help - Statements/Records (2024)

Account documents available online include:

• Monthly and quarterly account statements
• Year-end investment reports
• Interested party statements (if applicable)
• Trade confirmations
• Fidelity tax forms
• Prospectuses and financial reports
• Quarterly performance reports (for qualified customers)
• Account records

Some documents are PDFs, which require the free Adobe® Reader®.

• What is the purpose of the "My Notes" feature on the Statements and Trade Confirmation pages within Fidelity.com?
• How many years of statements, trade confirmations, tax forms, prospectuses, financial reports, and other documents are available online?
• What are account records?
• What are interested party statements?
• What are the different ways I can view account documents online?
• What different kinds of account statements does Fidelity provide?
• Can I add or remove accounts from the report I'm viewing?
• Can I search for the trade confirmation of a particular security?
• What if I don't see my account documents online?
• How do I obtain more information about my tax forms?
• How do I obtain more information about my statements, trade confirmations, or tax forms?
• Where can I see this year's tax information online?
• How do I print an account document?
• How do I save an account document to my computer?
• How do I consolidate my statements so I only receive one statement per month or quarter?
• I receive too much paper. How do I stop paper delivery and access my statements, trade confirmations, prospectuses, financial reports, and other documents online?
• I receive my check copies with my statement. How will I receive these if I enroll in the Fidelity Electronic Delivery Program?
• I'm enrolled in the Fidelity Electronic Delivery program. Why do I still receive statements in the mail?
• Who can I call if I'm having trouble accessing my documents?

What is the purpose of the "My Notes" feature on the Statements and Trade Confirmation pages within Fidelity.com?

The "My Notes" feature on your Statement and Trade Confirm pages allows you to associate your own notes regarding your account or confirmation statements. By clicking on "Add" or "Edit" within the My Notes column for the Statement/Trade Confirmation date chosen. You may enter a note of up to 100 characters. Each note is associated to a specific statement or trade confirmation. While these notes are not intended to be communications to Fidelity, they are covered under Fidelity's Privacy Policy, and you should not include any notes that are confidential, personal or contain sensitive information. All questions or inquiry to Fidelity, should be addressed to Contact Us.

How many years of statements, trade confirmations, tax forms, prospectuses, financial reports, and other documents are available online?

• Monthly and quarterly account statements and year-end investment reports
  You can access 10 years of account statements and year-end investment reports online.
• Interested party statements (if applicable)
  You can access 10 years of interested party statements online.
• Trade confirmations
  You can access 10 years of trade confirmations online.
• Fidelity tax forms
  You can access most tax forms online for 7 years, starting with your 2009 tax forms.
• Prospectuses and financial reports
  The current reports for your mutual funds are online.
• Quarterly performance reports
  Online for qualified customers.
• Account records
  New account profiles and revised account profiles will be available online for a period of 12 months.

What are account records?

Account records are confirmations of recent activity or changes in your account. These include new account profiles, which summarize information about a new account, and revised account profiles, which show changes to your account, such as a new mailing address, or a new account feature, like check writing or options trading.

What are interested party statements?

Interested party statements are copies of another individual's account statements that the account owner has authorized you to receive.

What are the different ways I can view account documents online?

You can view monthly and quarterly account statements, year-end investment reports, interested party statements, trade confirmations, tax forms, and account records as PDFs for better print quality (PDFs require Adobe® Reader®).

• To view a monthly or quarterly account statement, year-end investment report, interested party statement, trade confirmation, tax form or account record, click the PDF link next to the document you want to view.
• To view a tax form in the comma-separated values (CSV) format, click the CSV link next to the document you want to view. Note: if the size of the CSV file exceeds 64,000 rows, you will need to use a 2010 version (or later) of Microsoft Excel to open it.

You should view monthly or quarterly account statements, year-end investment reports, interested party statements, trade confirmations, tax forms, and account records as PDFs for better print quality (PDFs require Adobe® Reader®) and to ensure completeness of the information provided. The PDF version of your monthly/quarterly account statement is your regulatory required statement and will contain complete statement details. The HTML version is an online format and may exclude some of the information found in the PDF.

Monthly and quarterly account statements, and prospectuses/reports are also available to view as web pages.

• To view a monthly or quarterly account statement, click the HTML link next to the document you want to view.
• To view a prospectuses or report, click the date link associated with the document you want to view.

What different kinds of account statements does Fidelity provide?

Statements on single accounts show:

• Account details, including an account summary, income summary, contributions and distributions, realized gain and loss from sales, holdings, and transaction details for the time period covered by the report
• Links to Fidelity's portfolio analysis and portfolio review tools
• Fidelity contact information

Consolidated statements include a summary section, which treats the accounts included in the report as a portfolio. The summary section displays information on changes in portfolio value, value by account, income summary, and commission level.

In a consolidated statement, the account details section is broken out by account. In some cases, the volume of information about the included accounts can become quite large. To avoid long loading times, the consolidated statement may link to separate pages for each included account's details.

For viewing convenience, you can hide the information in a section by clicking the gold minus sign to the left of the section's title. You can always show the information again by clicking the gold plus sign to the left of the section's title.

Can I add or remove accounts from the report I'm viewing?

Yes. You can customize the statement you're currently viewing to include other accounts by clicking the Add or Remove Accounts link near the top of the statement. The accounts must share the same statement start and end date. You must select at least one eligible account to view a statement.

Adding or removing accounts this way changes the set of accounts that appears on your statement for the current viewing only. You can also permanently group the accounts that appear on your statements.

Note: this option is not currently available for your annuity accounts.

Can I search for the trade confirmation of a particular security?

Yes. You can search trade confirmations by clicking Filter by Symbol and entering a symbol, CUSIP, SEDOL or ISIN. Currency exchanges are currently not searchable by symbol.

Note: this option is not currently available for your annuity accounts. You can view your annuity transaction confirmations on the Account Records tab.

What if I don't see my account documents online?

If you do not see account documents under your Social Security Number (SSN), Tax Identification Number (TIN), or Username, it may be that:

• Your SSN is not listed as an owner on the account. Only owners of an account, and persons given authority to view the account by the owner, can view statements, confirmations, and tax documents online.
• You had no reportable information on your account(s).
• Your document is not yet available online or the document may no longer be available online.
• You chose to view Prospectuses/Reports by a specific account, and you do not own the mutual fund you're looking for in that account. Try selecting another account, or view all accounts.
• You are trying to view Prospectuses/Reports for mutual funds you do not own. Most prospectuses and financial reports are available online from Investment Products > Mutual Funds.
• You are trying to view interested party statements and your SSN is not listed on your interested party profile.
• You may have an account which is not eligible for online documents.

For account documents not available online, contact a Fidelity representative at 800-544-6666 or for annuity accounts 800-634-9361.

How do I obtain more information about my tax forms?

For information about current year tax forms, click the Info link associated with the tax form to view the tax reporting statement for the relevant tax year. This information includes IRS instructions and guide to understanding your statement, with FAQs.

Where can I see this year's tax information online?

To view year-to-date tax information go to Accounts & Trade > Portfolio and select Tax Info (Year-to-Date) from the Select Action drop-down menu for your account.

How do I print an account document?

For better quality, we recommend you print account documents in PDF format, which requires Adobe® Reader®.

• To view and print the PDF version of a statement, tax form, trade confirmation, or account record, click the PDF link associated with the document. Then click the Print icon in the browser window's PDF toolbar, or select Print from the browser's File menu.

How do I save an account document to my computer?

For better print quality, we recommend that you save account documents in PDF format, which requires Adobe® Reader®.

• To view and save the PDF version of a statement, tax form, trade confirmation, or account record, click the PDF link associated with the document. Then click the Save icon in the browser window's PDF toolbar, or select Save from the browser's File menu. Choose a location and provide a name for the file with a .PDF extension (for example, document_name.PDF).

How do I consolidate my statements so I only receive one statement per month or quarter?

If you have multiple accounts and receive multiple statements, individual statements appear separately online. In some cases, Fidelity may automatically consolidate some of your eligible statements. You can also consolidate your eligible statements by completing the Consolidate Accounts into a Household Relationship form. This allows you to specify which accounts you would like to see on one statement. You can find this form under Related Links on the Statements page (requires Adobe® Reader®).

Note: your annuity accounts are not available for consolidation with your other personal investing accounts.

I receive too much paper. How do I stop paper delivery and access my statements, trade confirmations, prospectuses, financial reports, and other documents online?

To stop receiving most statements and other documents in the mail, sign up for Fidelity's electronic delivery program. You'll receive e-mail notification when the latest version of your documents are available online. You can access this service from the link in the gold box in the upper right of the Statements, Trade Confirmations or Prospectuses/Reports page.

I receive my check copies with my statement. How will I receive these if I enroll in the Fidelity Electronic Delivery Program?

If you've signed up for Fidelity's electronic delivery program for your statements, imaged copies of your checks will be mailed to you under separate cover.

I'm enrolled in the Fidelity Electronic Delivery program. Why do I still receive statements in the mail?

If you've signed up for the electronic delivery program for statements, trade confirmations, prospectuses, financial reports, or other documents, and you are still receiving documentation in the mail, it may be because:

• The e-mail address Fidelity has on file may be incorrect. You must maintain a valid e-mail address with Fidelity as a condition of participating in the electronic delivery program. You may update your e-mail address under Related Links on the Statements, Trade Confirmations or Prospectuses/Reports page.
• Your statement is consolidated with a statement which cannot be delivered via the electronic delivery program.
• Your account is not eligible for the program. Ineligible accounts include business accounts; retirement plans for which Fidelity is not the trustee, sponsor, or record keeper; Fidelity 401k, 403b, and 457 accounts; and workplace savings plans that provide a corresponding self-directed brokerage (SDB) account.
• Your permanent address is a foreign address. Due to regulations governing electronic delivery of documents, customers who have a foreign permanent address cannot participate in the program.
• When purchasing certain new securities like municipal securities (munis), government sponsored entities (GSEs), initial public offerings (IPOs), and non-Fidelity funds, we are currently required to mail the prospectus, reports, and any trade confirmations to your address of record.

Note that Fidelity Life Insurance customers will continue receiving a separate statement reporting on their life insurance policy or annuity contract.

Who can I call if I'm having trouble accessing my documents?

If you have technical questions about viewing, saving, or printing your documents, please call a Fidelity representative at 800-544-6666.

Related Help Topics

• Portfolio Summary
• Portfolio Positions
• Portfolio Research
• Statements/Records

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