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The Summary tab displays Fidelity personal investing accounts (such as brokerage or mutual fund accounts), Workplace Savings accounts (like a 401k or 403b account), and Fidelity accounts you don't own but are authorized to view. On the Summary tab you'll find a link to the Charitable Gift Web site so you can view information about a giving account.
In certain cases, we may need to gather additional information from you before your account is active, or accessible, online. Currently, there are two types of accounts which commonly need to be activated:
ScholarShare College Savings Plan (the California 529 Plan)
All Golden State ScholarShare College Savings accounts formerly managed by TIAA-CREF are now managed by Fidelity. Activating your ScholarShare College Savings Plan completes the conversion process and allows you to view balances and transact in the account.
As part of the conversion process, your assets were invested in the Fidelity-managed ScholarShare College Savings Plan portfolio that most closely mirrors the investments in your former TIAA-CREF plan. Your account will show a zero balance until the assets have been fully converted. You can activate the account at any time before or after the dollar balance appears.
The movement of your ScholarShare College Savings Plan assets from TIAA-CREF to Fidelity does not constitute your once-per-year allowable exchange. Review all the portfolio investment options available in your Fidelity-managed 529 plan by visiting Fidelity.com/college. The ScholarShare College Savings Plan Fact Kit, located in the Agree to Terms section of the online activation process, has more information.
Rollover IRAs
If your Rollover IRA was established for you by the plan sponsor of your former employer's retirement savings plan, you must activate your account before you can perform transactions in it.
Eligible assets from your Rollover IRA were invested in Fidelity Cash Reserves, a money market fund, which serves as the Core position of your new Fidelity Rollover IRA. Once your Rollover IRA is activated, you can invest your assets into mutual funds or brokerage products subject to the buying provisions of each security you wish to purchase. The Fidelity Brokerage Retirement Account Customer Agreement, located in the Agree to Terms section of the online activation process, has more information.
A Rollover IRA is a type of Individual Retirement Account (IRA) specifically designated to receive assets from employer-sponsored retirement plans like 401(k)s, 403(b)s, or Defined Benefit pension plans. With a Rollover IRA, your retirement savings remain invested tax-deferred. The movement of your retirement assets from your former employer's plan to this Rollover IRA is a non-taxable event.
Click the account value to view account net worth, buying power, house surplus, margin debit balance, and funds available to withdraw. Click the account name to access the Position Summary tab, where you can view position summary, cost basis information, and closed position details.
Use the Select Action drop-down list to view additional information such as history, orders, and tax information. From the Select Action drop-down list you can also access screens to trade stocks, trade mutual funds, transfer money, and transfer shares.
Click the account name or the account value to display a position summary. Use the Select Action drop-down list for additional information such as history, payment history, online statements, and plan literature. The Select Action drop-down list also provides links to exchanges, contributions, loans, and withdrawals.
Click the Go to NetBenefits link to access your workplace savings account information and employee benefits information.
You can hide an account with a zero balance or a Fidelity Workplace Account by clicking Name, Categorize, or Hide Accounts.
By clicking Name, Categorize, or Hide Accounts, you can:
To create your own groups, click Name, Categorize, or Hide Accounts and follow the Create a Custom Group link. You can assign accounts to these groups using the check boxes provided when you set them up, or you can create your custom groups first, then assign accounts to them later on. You may create up to ten custom groups. You can delete a custom account group, but you cannot delete a default account group.
Restricted Stock Award plans (RSA), Stock Appreciation Rights plans (SAR), Stock Purchase Plans (SPP), Stock Option Plans (SOP), and Charitable Gift accounts cannot be given a nickname on the Summary tab.
Restricted Stock Award plans (RSA), Stock Appreciation Rights plans (SAR), Stock Purchase Plans (SPP), Stock Option Plans (SOP), and Charitable Gift accounts cannot be moved to a custom group on Portfolio Summary.