Combined Statement/Mailings

Consolidation for Households & Statements

Use the Combined Statement/Mailings form to receive one consolidated statement for all of your eligible Fidelity accounts, reducing the amount of paper mail you receive.

Householding – Improve Your Service Level

Grouping eligible accounts may also entitle you to Fidelity's Preferred & Wealth Management Services. Services and pricing benefits could include but are subject to change: fee waivers, cash management features, newsletters and magazines, planning and guidance.

Use the Householding Form to group your eligible accounts together.