Alerts
Specific Alerts
What is an alert?
An alert is a message containing market or portfolio information. You can schedule alerts to be sent to a number of different devices. With alerts, you can:
- Monitor activity and trading in your accounts
- Track the price of a particular security
- Receive account balances and positions
- Be notified of stock, bond, and mutual fund events
- Subscribe to market commentaries and reports
What kind of alerts are there?
Fidelity offers the following alerts:
Portfolio Monitoring & Account Services
- Account Balances, and Trading Activity
Trade notifications, margin calls, account/position balances and tender offers.
- Cash Management
Electronic fund transfers, deposits, and check notifications.
- Asset Allocation
Receive notification when your asset allocation doesn't match your Target Asset Mix.
- Stock News & Research
News and research reports for securities in your portfolio or watch lists.
- Account Events & Services
Mutual fund/equity dividend and capital gain distributions.
- Fixed Income
Maturing or called bonds, upgrades/downgrades, new issues, Bid Quote requests, and Fidelity bond funds.
Price and Quote Information
- Price Triggers
Stock, option, index, or mutual fund price changes.
- Watch Lists
Quote updates for securities in your watch lists.
Investment Ideas
- New Offerings / IPOs
New initial public offering (IPO) opportunities.
- Commentary and Reports
Market updates, research reports, and news commentaries.
- Fidelity Fund Events
Fidelity mutual fund openings, re-openings, and closures.
Where can I receive alerts?
You can receive Fidelity alerts at any of the following devices:
- Cell phone
- Desktop e-mail
- Small device e-mail
- Skytel pager one-way
- Skytel pager two-way
- RIM handheld
- Other pager
- Text messaging (SMS)
- Web-enabled Personal Data Assistant (PDA)
- Web-enabled phone
- Fixed Income maturing or called bonds alert is limited to email delivery.
How do I sign up for alerts?
You can subscribe for alerts at any time in the Alert Center. In addition, upon providing Fidelity with a valid email address, you will automatically receive money movement alerts and FDIC insurance notifications if your account has an FDIC position. If you do not wish to receive these alerts, you can unsubscribe and/or update your alert offering in the Alerts Center.
What's a delivery address?
A delivery address is the address (i.e., an e-mail address or cell phone number) to which your alert is sent.
How do I set up a delivery address?
To set up a delivery address:
- Select Research > Alerts.
- On the Alerts Summary page, click Manage Your Delivery Addresses.
- On the Add a Delivery Address page, select a
device type, enter an e-mail address, and select a format (HTML or Plain Text) for your alerts.
In what format can I receive alerts?
You can receive alerts in plain text or HTML format.
What is text messaging?
Text messaging, also known as SMS, is a convenient way to receive a simple notification in text format
directly to your cell phone. Most digital cell phones available today permit text messaging. This service is
free from Fidelity, but your carrier's rates for text messaging do apply.
How do I put my alerts on hold?
If you're going on vacation, or if you don't want to receive your alerts for a specified period of time, you can put your alerts on hold. By putting your alerts on hold, you don't have to delete or change any of your alerts settings.
To put your alerts on hold:
- Select Research > Alerts.
- On the Alerts Summary page, click Place Alerts on Hold or Start Them Up Again.
- Select a Start Date and an End Date, then click Save.
Your alerts will become active again on the date you specified. To activate them sooner, return to the Place Alerts on Hold page and click Activate Alerts.
What events trigger a Trade Notification and Order Status alert?
The following trading events trigger a Trade Notification and Order Status alert:
- Equity
Execution
Cancellation
Partial Fill
Expiration (order not filled by end of trading day)
- Options
Execution
Cancellation
Partial Fill
Expiration (order not filled by end of trading day)
Assignments
- Mutual Funds
Execution
- Fixed Income
Execution
Cancellation
Partial Fill
Cancel (order not filled, canceled by broker dealer.)
When will a Trade Request Received alert be sent?
Fidelity will notify you that your instructions to enter a trade, either a buy order or a sell order,
have been received. You can then view your order status by visiting the Orders menu on Portfolio Summary.
What is a Margin Call alert?
Margin Call alerts are sent when your account margin equity falls below Fidelity's requirement.
What is a Voluntary Reorganization (Tender Offer) alert?
Voluntary Reorganization alerts act as a reminder to participants who have not yet acted upon an outstanding Tender Offer. A Tender Offer is a public offering to all stockholders of a publicly traded corporation to tender their stock for sale at a specified price for a specified time.
When will I receive a FDIC Insurance Notification alert?
The FDIC Insurance Notification alert is triggered when there is an indication that your core position balance may exceed the applicable FDIC coverage limits. For more information about FDIC insurance coverage please visit www.FDIC.gov.
If you choose to unenroll from the FDIC Insurance Notification alert, Fidelity will notify you via letter, at the address of record on the account, if we believe that your core balance may exceed the applicable FDIC insurance coverage limits. You will not receive a letter more than once every 12 months.
What type of News and Research would I receive?
News and Research alerts include the following:
- Company headlines for the companies in your portfolio or watch list
- Analyst actions, including recommendation changes
- Company events and corporate actions (e.g., earning release dates, mergers and acquisitions, bankruptcy, officer changes, dividend rate changes, ex–dividend dates)
- Trading activity and technical indicators such as new 52–week highs or 52–week lows, large 1– or 5–day price changes, and very high 1– or 10–day volumes
Labor strikes, natural disasters, and other events like these, which could have a significant impact on stock performance,
are not included.
When will a Check Paid alert be sent?
A Check Paid alert will be sent when a check is received and applied to your payment using Fidelity Checkwriting features.
What types of monetary deposits are included in the Deposit Received alert?
A Deposit Received alert will be sent when monetary funds are deposited into your account. Examples include your paycheck, Social Security check, and/or a Federal Tax Refund. This included deposits that are mailed, made in an investor center or sent electronically.
What triggers a Deposit Issue alert?
Fidelity will notify you in the event a check you deposited is unable to be paid by the bank it is
drawn from, such as in the case of insufficient funds.
What is a Check Distribution alert?
If you request a check disbursement from one of your accounts, Fidelity will alert you when the check is processed and ready for mailing.
When will a Check Distribution Not Processed alert be sent?
Fidelity will notify you in the event a check disbursement that you requested is unable to be
processed.
What kinds of problems trigger an Electronic Funds Transfer Failure alert?
If an electronic fund transfer using Fidelity's Money Line service between your bank and Fidelity fails for any reason, an alert will be generated, whether the transfer is a one–time transfer or an automatic investment transfer. Typical failures include an incorrect bank account number, insufficient funds in either your bank or Fidelity account, etc. Bank wire transactions do not trigger Electronic Funds Transfer Failure alerts.
What is the difference between the Electronic Funds Transfer (EFT) Sent and EFT Received alert?
An EFT Sent alert informs you that money has been transferred from your Fidelity account to your
bank account. An EFT Received alert informs you that money has been transferred from your
bank account to your Fidelity account.
When will an Electronic Funds Transfer Set-up Initiated alert be triggered?
Fidelity will notify you when we receive your request to establish standing instructions enabling
you to transfer money between your Fidelity account and youre checking or savings account.
Fidelity will initiate an electronic link with your bank which may take 7-10 business days to
complete.
Why would I receive an Electronic Funds Transfer Set-up Issue alert?
Fidelity will notify you in the event we are unable to establish an electronic link between your
Fidelity account and your checking or savings account. You will need to correct your bank
information in order to setup the electronic transfer feature.
What kind of Fidelity accounts are covered by Check Returned alerts?
Check Returned alerts are sent when a check you wrote from one of the following Fidelity fund or brokerage retail accounts was returned:
- Non-retirement accounts
- Retirement accounts (excluding employer sponsored plans such as a 401(k) plan)
If you do not have Checkwriting, or would like to add it to another account, visit the Checkwriting page at Fidelity.com > Investment Products > Cards/Checking > Checkwriting, Deposits, and Withdrawals > Checkwriting
What Guidance alerts are available?
- Asset Allocation
- Guidance Plan Created
- Guidance Plan Submitted
- Guidance Plan Completed
- Guidance Plan Expiring – 10 Days
- Guidance Plan Expiring – 48 Hours
- Guidance Plan Trade Error
What is Asset Allocation?
Asset allocation is the investment mix of your portfolio holdings based on stock, bond or cash asset categories. Finding the appropriate investment mix will depend on each investor’s individual needs.
What events trigger an Asset Allocation alert?
If there is a differential great than 10% between the total domestic and foreign equities portion of the asset allocation of your portfolio at the time of the alert and the total domestic and foreign equities portion of the selected target asset mix for your Retirement goal. Asset allocation alerts will be triggered no less than 90 days after the previous alert regardless of any changes to the differential or any actions you may have taken with respect to your Retirement goal.
What are Guidance Plan alerts?
Guidance alerts are triggered based on events that occur relating to a trade list you have created in the Portfolio Review tool. You will receive Guidance Plan alerts that help you monitor the status of your Portfolio Review generated trade list. You may receive the following alerts:
- A Guidance Plan Created alert is received if you have created a trade list for a goal in the Portfolio Review tool.
- A Guidance Plan Submitted alert is received if you have submitted a trade list for a goal in the Portfolio Review tool.
- A Guidance Plan Completed alert is received if the trade list that you have submitted in the Portfolio Review tool completes.
- A Guidance Plan Expiring 10 Days alert is received if you have created a trade list for a goal in the Portfolio Review tool, but have not submitted it as of 10 days prior to its expiration. Portfolio Review trade lists are generally saved for 30 days from creation.
- A Guidance Plan Expiring 48 Hours alert is received if you have created a trade list for a goal in the Portfolio Review tool, but have not submitted it as of 48 hours prior to its expiration. Portfolio Review trade lists are generally saved for 30 days from creation.
- A Guidance Plan Trade Error alert is received if you have submitted a trade list for a goal in the Portfolio Review tool, but errors have occurred. The trade list is then cancelled and some trades may not be completed.
When is a Mutual Fund/Equity Distribution alert sent?
Mutual Fund/Equity Distribution alerts provide a notification that a mutual fund or stock you hold in your
account has paid a dividend or capital gain distribution. The alert is sent the first business day after the
distribution is paid. You will receive one alert per mutual fund/equity position, regardless of how many
accounts hold the particular security.
What is a Fixed Income alert? What types are available?
Fixed Income alerts notify you of important events that affect positions you own, or announce the availability of new issues. These alerts include:
- Events
Triggered when one of your bond or CD positions is upgraded, downgraded, or placed on credit watch by Moody's or Standard & Poor's.
- Bond/CD Redemptions
Triggered when one of your bond or CD positions matures, or is called.
- Request a Bid Quote
Check the latest price on a bond before you sell. Call a Fixed Income Specialist (800-544-5372) to initiate the request and receive the quote as an alert.
- Fidelity Bond Funds
New bond funds opening, webcasts available online.
- New Issue Offerings (Taxable)
Treasury Note auctions and weekly samples of current new issue Agency, Certificate of Deposit, and Corporate Note offerings.
- New Issue Offerings (Tax–Exempt)
New issue municipal offerings based on state(s) you select.
When is a Price Trigger sent?
Price triggers are sent when certain criteria are met. Each price trigger has its own criteria:
- Price Rises Above ($) / Falls Below ($)
An alert is sent when the security's last trade price rises above or falls below the price you specified.
- Price Increases/Decreases by % Since Previous Close
An alert is sent when the security's price increases or decreases by the percentage of dollar value per share that you specify. This percentage change only applies to one trading day's activity, and is based on the previous day's closing price.
For example: You set a Price Increases/Decreases by % trigger for stock XYZ to alert you when XYZ's price increases by 3%.
On Day 1, XYZ's price increases 2%. No Price Increases/Decreases by % alert is sent.
On Day 2, XYZ's price increases 2%. Again, no Price Increases/Decreases by % alert is sent.
On Day 3, XYZ's price increases 3.5%. A Price Increases/Decreases by % alert is sent.
- 52–Week High/Low
An alert is sent when the security's price renews its 52–week high or low during a regular trading session.
- Exponential Moving Average (20, 50, 200)
An alert is sent when the security's price crosses above or below the security's exponential moving average line for the period you specified.
Note: Price triggers are only generated from market data received by the NYSE,
NYSE Arca, and NASDAQ. Regional exchange data and third market data is filtered due to past experiences with invalid
trigger prices.
What is the daily limit for Price Trigger alerts?
The limit for price alerts you can receive in a day is 100. Once 100 price alerts are sent to you on a given day, you will receive no more until the next trading day.
What happens when a Price Trigger is reached?
When a price trigger is reached, an alert is sent to you, and the price trigger
"expires." Expired price trigger alerts display on the Expired Triggers page
for 90 days. You can reactivate or update and reactivate an expired price trigger.
Note: 52–Week High/Low and Exponential Moving Average price triggers will not expire. You must delete those alerts.
Where can I find more information about a fund mentioned in a Fidelity Fund Events alert?
Fidelity Funds Events alerts provide information about funds that will be opening or closing. An alert will also be generated if an existing Fidelity fund is reopening to investors. Use the link provided in the alert to find out more in the Investment Products > Mutual Funds section of Fidelity.com. Fund Opening or Reopening alerts will be sent on the first day of trading. Fund Closing alerts will be sent on the day of the actual close date.
What kind of Commentary and Reports alerts can I receive?
You can receive the following Commentary and Reports alerts:
Commentary
- Economy & Bonds
Get CBS MarketWatch Bond Report (daily), Economic Report (weekly), and Economy Preview (3–4 times a week), plus smartmoney.com's The Economy (intermittent), for insight to government and private data as it impacts the economy.
- Foreign Market News
Get CBS MarketWatch Asia Markets and European Markets, which focus on Asian and European trading.
- IPO News
Get CBS MarketWatch IPO Daily Report and IPO First Words (every 1–2 months).
- Popular Commentary
CBS MarketWatch columnists explore such topics as global economic trends, pocketbook issues, individual investing within the context of the current market, and market and equity opinions from top Wall Street analysts. Includes Erdman's World, Weekend Investor, Ahead of the Curve, and Pundit/News Watch.
- Stock/Trading Ideas
CBS MarketWatch columnists provide insight in the aptly named columns, Movers and Shakers, The Ratings Game, Screamers, The Stock Pickers, StockWatch, Common Sense, Tradecraft and Hardware Stocks.
- US Market News
Get CBS MarketWatch Market Snapshot (every 8–12 days) and Indications (daily), which offer both predictions for the coming day, as well as changes throughout the day. Also, provides a look at which US companies are trading heavily in London before the US markets open.
Research reports
Daily reports:
- Decision Economics Morning Briefing
Prepare for the upcoming day with information and insights into market-moving events and data from around the world. DE senior global staff provides brief interpretations and viewpoints on what will affect the markets near- and longer-term.
- Decision Economics Economic Indicators Insights & Analysis
Timely insights from senior DE analysts on the immediate market significance of new data, as well as potential longer term effects on the economy and financial markets. Sent immediately—often several times a day—following release of key economic or financial indicators or significant market-relevant events in the U.S., Eurozone and Emerging Markets.
- Hightower reports
The Hightower Report is an industry-leading independent market research firm with over 100 years of collective experience that use fundamental and technical analysis to deliver comprehensive daily, weekly, monthly, quarterly and special reports on multiple markets such as Interest Rates, Foreign Exchange, Energy, Metals and Agriculture.
- Barclays Capital US Morning Research Summary
An overview of analysts’ stock picks, recommendations, new company and industry research, and company upgrades and downgrades. Includes price target and estimates changes and high–level key analysis at the end of the report. (Published before the market opens.)
- Ned Davis Research Daily Economic Commentary
Concise economic commentary that provides beyond-the headlines analysis of economic and fixed income news and focuses on the implications for equity and bond markets, as well as sectors.
- Standard & Poor's Morning Briefing
Morning Briefing is an exclusive S&P Equity Research e-newsletter sent daily before the stock market opens (on days the US stock market is trading). It contains S&P's latest equity and market insights, including new STARS upgrades and downgrades, top trends to watch, and a daily call on the S&P's direction from ace strategist Andre Archambault.
- S & P Daily Five Star Stocks Update
Provides a list of stocks recommended by S&P analysts for superior price appreciation predicted in the next 6–12 months, as well as changes to the list over the past five days. (Published the following day.)
- Zacks Daily Analyst Interview
Daily Q&A session with one of Zacks' senior research analysts. They will discuss their industry trends, future earnings expectations, positive and negative issues, the industry outlook over the next six to twelve months, and their current buy and sell recommendations.
Weekly reports:
- Decision Economics Economic Perspectives
In-depth perspective on U.S. and global sectors and industries of interest to stock market and fixed income investors. Industry Reviews provide credit risk analysis and S&P 500 stock market highlights.
- Decision Economics Forecast Calendars
Complete schedule of high frequency and market-relevant economic indicators slated for release over the next two weeks in the U.S., Japan, Canada, U.K., Eurozone, Germany, France, Italy, Latin America, Eastern Europe and Russia. Includes DE's original forecasts, consensus estimate, brief commentary and post-mortem on previous releases.
- Decision Economics Global Economic Developments
Comprehensive weekly report summarizing market-relevant data and events from around the world and how they may affect economies, inflation, policies, interest rates, trade and foreign exchange rates. Each week a different country and timely financial market topic are highlighted.
- Barclays Capital Weekly US Economics Report
Get analysis and commentary on U.S. economic trends and key indicators impacting the economy. (Published on Monday.)
- Barclays Weekly Washington
Highlights the impact of politics and policy on the markets and the investing environment. (Published on Monday.)
- Ned Davis Sector Highlights
Updated weekly, Ned Davis Research reviews all ten Standard & Poor's/GICs sectors and provides its findings and portfolio weighting recommendations.
- S & P Neutral Fair Value & Platinum Portfolios
The Neural Fair Value Portfolio Invests in undervalued issues with the potential to deliver superior returns over the next six months. The Timing Index, which further refines the ranking, is intended to help identify the right time to buy stocks. The Platinum Portfolio consists of 5–STAR stocks that have also been assigned a current top ranking of 5 by their Fair Value Model.
- S & P Weekly Platinum Portfolio Weekly Update
Identifies and evaluates investment opportunities, with S&P experts reviewing more than 10,000 issues and approximately 120 data fields to create five time-tested screens. (Published on Friday.)
- S & P Weekly Stock Screens (5 Reports)
Helps investors identify and evaluate investment opportunities: S&P experts review more than 10,000 issues and approximately 120 data fields to create five time-tested screens. (Published on Friday.)
- Zacks Industry Rank Analysis
Every Wednesday, Zacks spotlights specific industries benefiting from positive revisions in earnings estimates. You'll discover trends affecting various industries and the best stocks within those industries. The Zacks Industry Rank is calculated by averaging the Zacks Rank for all covered companies within a given industry. It is a quantitative indicator designed to cover periods of 1–3 months. It helps investors get a feel for those industries that are experiencing improving earnings prospects. Each week, a few of these attractive industries, and the companies within them, are spotlighted in the Zacks Industry Rank Analysis report.
Monthly reports:
- Ned Davis Research Market Digest
Monthly commentary that summarizes the US & Global macro outlook, including topics such as stock/bond/cash allocation, growth vs. value, large vs. small-cap style analysis, sector analysis, and a bond market review.
- Standard & Poor's The Outlook
The Outlook is a unique weekly investment advisory service from Standard & Poor's. This newsletter has been helping investors for eight decades. It provides solid research, unbiased investment ideas and market perspective, authoritative analyses and recommendations, augmented by easy-to-follow charts, graphs and tables for quick reference. The Outlook presents investment information and advice in a concise way that helps to clear up some of the mystery surrounding the economy, the stock market, and investments in general.
- Standard & Poor's Market Month
Provides six pages of investment reviews, forecasts, and potential investment ideas. Each issue contains: selected changes in recommendations since the previous issue; an ideas generation section that typically includes 4–5 Star stocks favored within a particular industry; and S&P's Stars Buy/Sell List with monthly rankings updates.
- Zacks Economic Outlook
Macro-economic outlook produced monthly from Zacks Investment Committee and Chris Varvares, CEO of Macro Economic Advisors.
- Zacks Market Strategy Report
Zacks Director of Research, Dirk van Diyk, writes this monthly report attempting to highlight the most significant medium and long-term issues facing the investor and to provide guidance on current investment strategy. The Market Strategy Report is published once a month to provide an overview of these forecasts as well as the industry outlooks of their analysts.
- Zacks Focus List
The Zacks Investment Committee has maintained a model portfolio since 1996. This portfolio, called the Zacks Focus List, is designed for long-term investors and reflects the opinions of Zacks analysts and the outlook of the Zacks Investment Committee. It is published monthly.
Yearly report:
- Barclays Capital Yearly Best Ideas for the New Year
Provides an outlook and investment ideas for the upcoming year. Each senior analyst gives their expert impressions of a particular industry/sector, the economy, or politics. (Published in January.)
