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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. Currency exchanges are currently not searchable by symbol.
Note: this option is not currently available for your annuity accounts. You can view your annuity transaction confirmations on the Account Records tab.
For account documents not available online, contact a Fidelity representative at or for annuity accounts For information about current year tax forms, click the Info link associated with the tax form to view the tax reporting statement for the relevant tax year. To view and print the PDF version of a statement, tax form, trade confirmation, or account record, click the PDF link associated with the document.
Top How do I save an account document to my computer? 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.
Note: your annuity accounts are not available for consolidation with your other personal investing accounts. To stop receiving most statements and other documents in the mail, sign up for Fidelity's electronic delivery program. You'll receive e-mail notification when the latest version of your documents are available online. 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.
If you've signed up for the electronic delivery program for statements, trade confirmations, prospectuses, financial reports, or other documents, and you are still receiving documentation in the mail, it may be because:. Note that Fidelity Life Insurance customers will continue receiving a separate statement reporting on their life insurance policy or annuity contract. If you have technical questions about viewing, saving, or printing your documents, please call a Fidelity representative at Help Glossary.
How many years of statements, trade confirmations, tax forms, prospectuses, financial reports, and other documents are available online? What are account records?
What are interested party statements? What are the different ways I can view account documents online? What different kinds of account statements does Fidelity provide? Can I add or remove accounts from the report I'm viewing? Can I search for the trade confirmation of a particular security? What if I don't see my account documents online? How do I obtain more information about my tax forms?
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