How do I get my Fidelity statement of accounts?

How do I get my Fidelity statement of accounts?

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

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

Does Fidelity provide monthly statements?

You will receive a statement for every month in which you have activity, but at the least, quarterly. Activity includes purchases and sales of securities, deposits, withdrawals, transfers of assets, and dividend reinvestments.

How far back does Fidelity keep records?

On its Web site, Fidelity Investments keeps statements for nine years, trade confirmations for three months and tax records for a year. Charles Schwab maintains 10 years of statements and cost-basis data.

What is duplicate account statement?

Duplicate statements are sent to your interested party beginning with your next statement. If you’ve granted online access, the statements are available to your interested party at the same time you access them.

How do I download my Fidelity bank statement?

The faster, safer, more convenient, and greener way to get your bank statement.

  1. Log in to Online Banking on your computer.
  2. Click on the Additional Services tab.
  3. Click on Online Statements,
  4. Read and accept the Electronic Delivery Disclosure by typing in the Verification Number.

How do I get my bank statement online Fidelity?


  1. Click on the “Statement” link under the “Accounts” tab.
  2. Click on the “Statement Preferences.”
  3. Follow the onscreen instructions to set and confirm your delivery preferences.
  4. Sit back and relax. You’ll receive an email notification when a new PDF statement is ready to view.

How do I print a statement of account from Fidelity?

How do I get my 401k statement?

Call Your 401(k) Provider to Send a Statement Whether your human resources department manages your 401(k) or an outside firm, they will be able to answer questions on how to get 401(k) statements. They can update your mailing address, contact information and set up an online account if your plan provides one.

How long should I keep brokerage statements?

Knowing that, a good rule of thumb is to save any document that verifies information on your tax return—including Forms W–2 and 1099, bank and brokerage statements, tuition payments and charitable donation receipts—for three to seven years.

How do I check my bank statement online fidelity?

How do I find duplicate bank statements?

To check:

  1. In the Accounting menu, select Bank accounts.
  2. On the bank account you want to check, click Manage Account, then select Bank Statements.
  3. Next to Showing, click Statement lines, then select Statements.

How do I get my fidelity statement online?

Where can I Find my account numbers on my new fidelity statement?

Welcome to your new Fidelity statement. Your account numbers can be found on page 2 in the Accounts Included in this Report section. Your statement also has a new look and more information.

What is included on a fidelity statement?

* Includes transfers between Fidelity accounts. ** Appreciation or depreciation of your holdings due to price changes plus any distribution and income earned during the statement period. $253,221.83 Do more with your money. Transfer funds, pay bills, earn credit card rewards and more.

How do I grant someone online access to my fidelity account?

Note: If you want to grant online access, you will need to provide the interested party’s full Social Security or tax identification number and he or she must be a Fidelity customer. Indicate which types of documents you would like the party to receive (statements, trade confirmations, or both). Select Continue.

How do I get more information about fidelity cash management?

Transfer funds, pay bills, earn credit card rewards and more. Learn more about the Fidelity Cash Management Account by calling 1-800-FIDELITY or visit The Fidelity Portfolio Advisory Service®account offers professional money man- agement and access to our proprietary research through model portfolios of mutual funds.