Combined Statement/Mailings
 
Communication Options
 
Consolidation for Households & Statements
Use the Combined Statement/Mailings form (PDF) 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 (PDF) to group your eligible accounts together.
PDFs require Adobe® Reader®.