Getting started with Fidelity.com has never been easier. To start: go to www.fidelity.com, go to the Login to the right, and then from the top menu bar go to the New User Registration. You’ll need to enter your account number, date of birth, and zip code to complete your registration. Once you set up your fidelity.com account you can view and print your statements. You can get up to 24 months of statements and confirms online.
For a smart way to save time and money and get organized, sign up for e-delivery of your account statements, trade confirms, prospectuses, and shareholder reports. To enroll in e-delivery, click Your Profile and go to Preferences. You can also monitor your accounts online. Click the “Accounts & Trade” and go to Portfolio to get started. You can also research you investments online. Search, analyze, and monitor investments online to stay informed and help you gain insight when discussing your portfolio with your advisor. Click the Research and go to Overview. You can also access Tax Form and Tools when you’re online.
Please call our office with any additional questions or follow the link for Fidelity.com on our website by visiting us at www.amsria.com.