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1. www.fidelity.com › customer-service › mailing-addressesFidelity Mailing Addresses - Fidelity Investments

   www.fidelity.com › customer-service › mailing-addresses

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   Whether you need to send a document, make a deposit, or pay for a trade, you can find the right Fidelity mailing address for your needs. Fidelity offers a variety of addresses for different purposes, such as retirement, brokerage, and mutual fund accounts. You can also visit one of the Fidelity branch locations or investor centers near you for more assistance.

2. digital.fidelityinvestments.com › edeliveryChoose Fidelity eDelivery

   digital.fidelityinvestments.com › edelivery

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   Receive an e-mail as soon as your documents are available: Convenient: View, print or save documents: Organized: Access account statements, trade confirmations, and tax forms in one place: Flexible: Choose which documents to receive online and request a free paper copy at any time: Secure: Worry less about paper documents compromising your ...

3. www.fidelity.com › webcontent › ap002390-mlo-contentFidelity.com Help - Statements/Records - Fidelity Investments

   www.fidelity.com › webcontent › ap002390-mlo-content

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   Account documents available online include: Monthly and quarterly account statements. Year-end investment reports. Interested party statements (if applicable) Trade confirmations. Fidelity tax forms. Prospectuses and financial reports. Quarterly performance reports (for qualified customers) Account records.

4. www.fidelity.ca › en › investor-educationRRSP questions and answers - Fidelity

   www.fidelity.ca › en › investor-education

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   A. You can obtain 2023 tax year duplicate documents by contacting our Client Relations department at 1 800 263-4077. We are ready to support you from Monday to Friday, between the hours of 8:00 a.m. and 8:00 p.m. ET. Q. I believe the information on my tax documents is incorrect.

5. www.fidelity.com › customer-service › faqs-exportingFidelity Customer Service FAQ - Export Account Information

   www.fidelity.com › customer-service › faqs-exporting

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   For Quicken ®, you can download the following account information from your Fidelity accounts: Account balances; Investment holdings; Up to 24 months of transaction history with 90 days as the default; If your plan permits, you can download information from your Fidelity NetBenefits ® 401(k), 403(b), and 457 accounts. For QuickBooks ®, you ...

   • By selecting the Download button on the History page, you can export data from your Account History on Fidelity.com directly into Microsoft Excel ®...
   • To better support our customers, we’ve updated the FDIC core cash position in Quicken ® . Now, an FDIC core cash position will be treated as Cash i...
   • To use the Quicken ® and QuickBooks ® download services, the version being used cannot be more than three versions old. Current versions of Quicken...
   • To use the Fidelity.com account download service, your computer must meet the hardware, memory, operating system, browser, and access requirements...
   • To download your account data, you must have the following: Any one of the three most recent versions of Quicken ® and QuickBooks ® —available from...
   • You do not need to enroll to use the account download service. All you need to download your data is an online password to access your account. Thi...
   • Downloading your Fidelity account information into Quicken ® and QuickBooks ® is free.
   • For Quicken ® , you can download the following account information from your Fidelity accounts: Account balances Investment holdings Up to 24 month...
   • The last 90 days of transaction history is downloaded the first time an account is downloaded into Quicken ® and QuickBooks ® . Customers using Qui...

6. clearingcustody.fidelity.com › app › proxyThings to Do and View with Fidelity–User Guide

   clearingcustody.fidelity.com › app › proxy

   Trade, then go toTax Forms & Information. Fidelity Lets You Manage Your Accounts Securely—Anytime, Anywhere Have access wherever you are You can manage your portfolio anywhere. Fidelity’s mobile services and apps let you access your accounts whenever— and wherever — you want. Convenient features include Mobile Check Deposit,

7. People also ask

   How do I send a document to Fidelity?

   • Find the appropriate Fidelity address to send a document, make a deposit, or pay for a trade via US mail. Most of these tasks can also be completed online.

   Fidelity Mailing Addresses - Fidelity Investments

   www.fidelity.com/customer-service/mailing-addresses

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   How do I import tax information to Fidelity?

   • Import tax information into certain tax software. Click Accounts & Trade, then go to Tax Forms & Information. You can manage your portfolio anywhere. Fidelity’s mobile services and apps let you access your accounts whenever — and wherever — you want.

   Things to Do and View with Fidelity–User Guide

   clearingcustody.fidelity.com/app/proxy/content?literatureURL=/827035.PDF

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   How do I view my Fidelity Investments accounts?

   • View your balances, holdings, and transactions on all your Fidelity Investments accounts, including those you manage with your advisor. Click to get started. Make it easier to identify each of your accounts by assigning it a nickname, organizing accounts into groups, or creating custom groups. Click Accounts & Trade, then go to Portfolio.

   Things to Do and View with Fidelity–User Guide

   clearingcustody.fidelity.com/app/proxy/content?literatureURL=/827035.PDF

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   Will I receive a copy of my statement from Fidelity?

   • 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. Top I'm enrolled in the Fidelity Electronic Delivery program. Why do I still receive statements in the mail?

   Fidelity.com Help - Statements/Records

   www.fidelity.com/webcontent/ap002390-mlo-content/18.04/help/learn_portfolio_statements.shtml

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8. www.fidelity.com › customer-service › formsOnline Forms and Applications - Fidelity Investments

   www.fidelity.com › customer-service › forms

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   Forms and applications. Access our most popular forms below, or select All Forms to see a complete list. Most forms can be completed online, or you can download a PDF where it's offered to fill out a paper copy. Forms that do not link to an online application are currently not available digitally. Most Popular Forms All Forms.