Go Paperless With Fidelity Investments: A Step-By-Step Guide

Going paperless with Fidelity Investments is a convenient, secure, and environmentally friendly way to receive your financial documents. By signing up for eDelivery, you will receive an email notification when your documents, such as statements, trade confirmations, and prospectuses, are available to view online. This eliminates the need for paper statements, reduces clutter, and helps protect your financial information from mailbox theft. With online statements, you can easily access up to 10 years of account history and choose which documents to receive electronically or via mail. Best of all, eDelivery is completely free, allowing you to save time, money, and the environment.

Enrolling in Online Account Access

To get started, you will need to log in to your Fidelity account. If you do not have an account, you will need to create one. Once you are enrolled, you will automatically have access to up to 18 months of online statements. You can view, print, and download these statements at your convenience.

To access your documents, simply log in to your account and navigate to the "Transactions Details" page. From there, you can select the View Online Statement link to view your statements. If you prefer to print or save your statements, you can do so by using the browser's print function or by selecting the ""Save a Copy" icon and choosing a location on your hard drive.

With Online Account Access, you have the flexibility to choose which documents you receive online and which you continue to receive by mail. This includes statements, trade confirmations, prospectuses, and other financial reports. You can also request a free paper copy of any document at any time by calling Fidelity or logging in to your account and printing it yourself.

Benefits of discontinuing paper statements

Discontinuing paper statements can bring a host of benefits to the user, offering increased security, convenience, and efficiency.

One of the primary advantages is the improved security of your financial information. With paperless statements, you eliminate the risk of sensitive data being stolen from your mailbox or lost in transit. This helps deter fraud and protects your personal details. Additionally, going paperless means you no longer need to worry about filing or shredding your statements, saving you time and reducing clutter in your physical space.

The convenience of receiving electronic statements is another significant benefit. You will be notified via email or text message when your statement is ready to view, and you can access it from any device with an internet connection. This allows you to view, print, or save your statements whenever and wherever you need them. Moreover, online statements are typically stored for several years, providing you with a longer record of your financial history.

Choosing to discontinue paper statements also contributes to environmental conservation. By reducing paper consumption, you are directly helping to save trees and lower your carbon footprint. This simple step towards sustainability can make a meaningful impact when adopted by a large number of individuals and businesses.

Finally, discontinuing paper statements can lead to improved operational efficiency. With electronic submissions, you can streamline the process of managing your financial documents, freeing up time for more complex or high-priority tasks. This shift towards digital record-keeping is a modern approach that many institutions are adopting, making it essential for individuals to adapt to these changes.

Viewing, printing, and saving online statements

To view your online statements, you must first enrol in Online Account Access. You will then be able to access up to 18 months of online statements. You will receive an email notification as soon as your documents are available for viewing online, which will include a direct link to the documents area within Fidelity.com. You will be required to log in to view these.

To view your statement, select the "View Online Statement" link on your Transaction Details page. You can then use your browser's print functions to print the statement, or select the "Save a Copy" icon in the toolbar to save the statement to your hard drive.

Your Online Statements will be delivered electronically in Portable Document Format ("PDF") and presented in Adobe® Acrobat Reader. You will need this software to view, save, or print your statements.

If you require a paper copy of a statement, you can order copies of past statements online through the Cardmember Service section by selecting "Request Copies of Statements". You may be charged a fee for this service.

How to discontinue paper statements

Discontinuing paper statements and going paperless with Fidelity Investments is a simple process. Here's a step-by-step guide on how to do it:

Step 1: Enroll in Online Account Access

To start, you need to enroll in Online Account Access with Fidelity. This will give you access to your account statements online. You can view, print, and download these statements anytime, and they contain the same information as paper statements. With Online Account Access, you can access up to 18 months of statements.

Step 2: Sign up for eDelivery

Once you have Online Account Access, sign up for eDelivery. This is a service that allows you to receive your financial documents electronically instead of through the mail. When you sign up for eDelivery, you will receive an email notification as soon as your documents are available for viewing online. eDelivery is secure, free, and helps reduce paper consumption.

Step 3: Choose "Online Statements Only"

During the eDelivery sign-up process, you will have the option to choose which documents you want to receive online and which ones you want to continue receiving in paper form. To discontinue paper statements, select "Online Statements Only" for the specific documents you want to receive electronically. This will ensure that you no longer receive paper statements for those documents.

Step 4: Follow the enrollment steps

After making your selections, follow the enrollment steps provided by Fidelity. This may include agreeing to terms of use and providing your consent to receive disclosures electronically. Review the Online Statement and Alert Delivery Agreement for complete information on the terms of use for receiving Online Statements.

Step 5: Access and manage your online statements

Once you've enrolled in eDelivery and chosen "Online Statements Only," you can access your statements by logging into your Fidelity account. You will receive an email notification each time a new statement is available. You can view, print, or save your online statements, and they will be available for up to 10 years. If you need a paper copy of a statement, you can request one free of charge by calling Fidelity or logging into your account and printing it yourself.

By following these steps, you can easily discontinue paper statements and enjoy the convenience and security of receiving your Fidelity Investments statements online.

Requesting copies of older statements

To request copies of older statements, you can either contact Fidelity directly or go through the process online. If you choose to contact Fidelity, you can do so by sending them an email that specifies the account number, month, and year of the duplicate statement(s) you would like to receive. Alternatively, you can access and download the Duplicate Statement Request form, fill in the required fields, and submit it either digitally or in person at a Fidelity branch office. If the person requesting the statement is not a Fidelity client, they will need to create a username and password to access the shared documents online.

Fidelity can mail copies of old account statements to your address free of charge. You can also access up to 10 years of account statements and trade confirmations online through eDelivery. This service is free, fast, and secure, and you will be notified via email as soon as your documents are available. You can also choose to receive certain document types electronically while continuing to receive paper for other document types.

If you are enrolled in Online Account Access, you will automatically have access to up to 18 months of online statements. You can view, print, and download these statements at your convenience.

Frequently asked questions