Fidelity Proof Of Funds: Accessing Investment Account Verification

A proof of funds letter is a document that demonstrates how much money a person or entity has available. When it comes to buying a house, you may need to provide a proof of funds letter to the seller to prove you can cover the purchase costs. This can be in the form of a bank statement or a formal letter from your financial institution. If you have a Fidelity investment account, you can generate a balance letter using the Accounts & Trade menu on the website. This letter is drafted on official Fidelity letterhead and can be downloaded as a PDF, without revealing your specific investments. Alternatively, you can access your monthly statements online in PDF format.

Generating a balance letter

To generate a balance letter for your Fidelity Investment account, you can follow these steps:

• Log in to your Fidelity account.
• Click on "Accounts & Trade" and select "Statements" from the dropdown menu.
• On the right-hand side of the screen, locate and click on "Related Links".
• Select "Create Balance Letter".

The balance letter will be drafted on official Fidelity letterhead, and you can download it as a PDF file. This letter will display a customisable balance of your account without revealing your specific investments. You can preview the letter before generating it to ensure it includes all the information you need. Please note that some accounts, such as employer-sponsored plans, are not eligible for this feature.

Additionally, you can access your full statements online. Here are the steps to do so:

• Log in to your Fidelity account.
• Select "Statements" from the "Accounts & Trade" menu.
• Click on "View Statement" next to the file you wish to view.

Your current statements will be listed at the top of the page, and you can access up to ten years of financial statements online.

Viewing monthly and quarterly account statements

Viewing your monthly and quarterly account statements on Fidelity is a straightforward process. Here's a detailed guide:

Accessing Your Statements

To access your monthly and quarterly account statements, log in to your Fidelity account. From the dashboard, navigate to the "View" option in the "Help Contents" menu, and select "Portfolio". This will take you to a page where you can view your account documents.

Available Documents

Fidelity provides various account documents, including monthly and quarterly statements, year-end investment reports, interested party statements, prospectuses, and financial reports. These documents offer a comprehensive overview of your account activity and investment performance.

Online Availability

Fidelity offers the convenience of accessing up to 10 years of monthly and quarterly account statements online. These statements are typically available by the second business day of the following month. You can also opt for eDelivery, where you will receive an email notification when your latest statements are available online.

Viewing Options

When viewing your monthly or quarterly statements, you have a choice of formats. You can opt for the PDF format, which requires Adobe Reader for better print quality and completeness of information. Alternatively, you can view the statements as web pages by clicking the HTML link next to the document.

Statement Details

The monthly and quarterly statements provide a detailed summary of your account activity. This includes an account summary, income summary, contributions, distributions, realized gains or losses from sales, holdings, and transaction details for the covered time period. Additionally, these statements include links to Fidelity's portfolio analysis and review tools, as well as contact information.

Customization

Fidelity allows you to customize your statement view by adding or removing accounts. This feature lets you include other accounts with the same statement start and end date, giving you a consolidated view of your investment portfolio.

By following these steps and utilizing the features available on the Fidelity platform, you can efficiently manage and review your monthly and quarterly account statements.

Viewing year-end investment reports

To view year-end investment reports from your Fidelity account, you can access them online. These are available as PDFs, which require Adobe Reader for better print quality. To view the report, click the PDF link next to the document. You can also view the report as a web page by clicking the HTML link next to the document.

Year-end investment reports include account details such as 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. They also include links to Fidelity's portfolio analysis and portfolio review tools, as well as Fidelity contact information.

You can access 10 years of year-end investment reports online. If you are unable to find your account documents online, it may be due to one of the following reasons:

• Your Social Security Number (SSN) is not listed as an owner on the account. Only owners of an account and authorized persons can view the documents online.
• You had no reportable information on your account(s).
• Your document is not yet available online or is no longer available.
• You chose to view Prospectuses/Reports by a specific account, and you do not own the mutual fund in that account.
• You are trying to view Prospectuses/Reports for mutual funds you do not own.
• You are trying to view interested party statements, and your SSN is not listed on your interested party profile.
• You have an account that is not eligible for online documents.

If you are unable to find your year-end investment report online, you can contact a Fidelity representative at 800-544-6666 or for annuity accounts, 800-634-9361.

Viewing interested party statements

To view these statements, you will need to follow the below steps:

• First, you will need to be added as an interested party by the account owner. This involves the account owner providing your contact information, full name, mobile phone number, email address, and mailing address.
• Once you have been added, the account owner will need to select the accounts they would like to share documents from.
• The account owner will then choose whether you will receive statements, trade confirmations, or both.
• After the account owner has submitted the request, you will receive an email to register to receive the account documents digitally.
• Once registered, you will receive an email when a shared document is available to view.
• To view the document, click the PDF link next to the document.

It is important to note that you will only have access to statements and trade confirmations from the date of your enrollment onwards. Historical account documents prior to your enrollment will not be available.

Viewing prospectuses and financial reports

To view prospectuses and financial reports for your Fidelity Investment account, you can access them online. These include monthly and quarterly account statements, year-end investment reports, interested party statements (if applicable), and quarterly performance reports (for qualified customers).

To view these documents, you will need to log in to your Fidelity account. From there, you can view the documents as PDFs or web pages. To view as a PDF, click the PDF link next to the document you want to view. To view as a web page, click the date link associated with the document.

Note that you can access up to 10 years of account statements and year-end investment reports online. For tax forms, most are available online for seven years, starting with your 2009 tax forms.

Frequently asked questions