About Statements/Records
Account documents available online include:
- Monthly and quarterly account statements
- Trade confirmations
- Fidelity tax forms
- Prospectuses and financial reports
- Quarterly performance reports (for qualified customers)
Some documents are PDFs, which require the free Adobe® Reader®.
How many months of statements, trade confirmations, and tax forms are available online?
- Monthly and quarterly account statements and year-end investment reports
You can access 3 years of account statements and year-end investment reports online. You can also request statements for earlier time periods online.
- Trade confirmations
Three months of trade confirmations are online. You can view up to 1,000 of the most recent trade confirmations for a selected month.
- Fidelity tax forms
All 1099 forms, 5498 forms, and 5500 Annual Valuation Statements mailed to you this year are online.
- Prospectuses and financial reports
The current reports for your mutual funds are online.
- Quarterly performance reports
Online for qualified customers.
What are the different ways I can view account documents online?
Statements, trade confirmations, tax forms, and prospectuses/reports are available to view as web pages.
- To view a statement or tax form, click the HTML link next to the document you want to view.
- To view a trade confirmation, click the View link next to the document you want to view.
- To view a prospectus or report, click the date link associated with the document you want to view.
You can also view statements, trade confirmations, and tax forms as PDFs, for better print quality. (PDFs require Adobe® Reader®.)
- To view a statement or tax form, click the PDF link next to the document you want to view.
- To view a trade confirmation, click the Print (PDF) link next to the document you want to view.
What different kinds of 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.
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 Customer Identification Number, 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 can only view the most recent 1,000 trade confirmations for a given month.
- 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 may have an account which is not eligible for online documents.
For trade confirmations and fund information not available online, contact a Fidelity representative at 800-544-6666.
How can I request account documents that are not available online?
You can request to have statements more than 3 years old mailed to you by selecting the statement year from the drop-down list on the Statements page and clicking Go. Find the statement that you want in the list, and click Request Statement. Verify or change your mailing address, and click Submit. Your statement will be sent by U.S. Mail within 1 to 3 business days.
Note: After requesting to have statements mailed to you, we recommend that you wait three business days before changing the address you have on file with Fidelity. Otherwise, your statements may be mailed to the wrong address.
For trade confirmations and fund information not available online, contact a Fidelity representative at 800-544-6666.
How do I obtain more information about my statements, trade confirmations, or tax forms?
For information about your Fidelity statements and trade confirmations, click the Legal Info link associated with the statement or trade confirmation to view the material usually found on the back of the statement, trade confirmation, or tax form. This information includes an explanation of terms, a description of brokerage account features, symbol definitions, contact information, and so on.
For information about 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.
Why can't I use my online tax forms to complete my income taxes?
Online tax forms are for your convenience and should not be used to help you prepare your tax returns. If you are required to submit a tax form with your return, use the original tax form Fidelity mailed to you.
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 or trade confirmation, click the PDF or Print (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.
- To view and print the PDF version of a tax form, click the PDF button at the top of the list, and click the name of the tax form you want to print. 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 or trade confirmation, click the PDF or Print (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).
- To view and save the PDF version of a tax form, click the PDF button at the top of the list, and click the name of the tax form you want to print. 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®).
I receive too much paper. How do I stop paper delivery and access my statements and trade confirmations online?
To stop receiving most statements in the mail, sign up for Fidelity's electronic delivery program. You'll receive e-mail notification when the latest version of your statement is available online. You can access this service from the link in the gold box in the upper right of the Statements or Trade Confirmations 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.
How will I be notified of updates to my funds' prospectuses and financial reports?
Currently, Fidelity notifies customers of updates to a Fidelity fund prospectus or financial report via the shareholder magazines, Fidelity Focus® and Fidelity Outlook™.
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, or prospectuses and reports, 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 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; and Fidelity 401k and 403b accounts.
- 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. Also, Fidelity will continue to mail your Year-End Investment Report for your convenience.
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.
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