How Do You Access Statements From Fidelity Investments?


Quick Answer

Fidelity Investments account statements are accessible through the client's online account at Fidelity.com, according to the website. Monthly and quarterly tax statements are available for view in HTML and PDF format by choosing the desired document on the Statements page.

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Full Answer

Clients can access up to 10 years of account statements and interested party statements online, notes Fidelity Investments. In addition, up to 10 years of year-end investment reports and trade confirmations are available online. Most tax forms for the past seven years are available online. Current mutual fund prospectuses and financial reports also are available. Qualified customers can view quarterly performance reports online, and new and revised account profiles are available for up to 12 months.

Fidelity clients can sign up for the company's electronic delivery program to receive statement alerts via email, advises Fidelity Investments. Clients can choose which documents to receive online, and can view, print or save documents from the online portal. Once the electronic delivery program is active, clients receive an email alert advising them when a new Fidelity statement is available for review. After email notification starts, the company no longer sends paper statements automatically, although clients can request a free paper copy at any time.

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