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FIDELITY ACCOUNT STATEMENTS: Frequently Asked Questions

Statement FAQs Last updated July 20171 FIDELITY Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI / FIDELITY ACCOUNT STATEMENTS: Frequently Asked QuestionsTable of ContentsGENERAL FAQs ..2 SINGLE ACCOUNT STATEMENT ..4 MULTIPLE ACCOUNTS STATEMENTP ortfolio Summary ..6 Table of Contents ..8 Income Summary, Asset Allocation, and Top Holdings ..10 ALL STATEMENTSA ccount Summary ..12 Holdings ..16 Activity ..18 Estimated Cash Flow ..22 SPECIAL SECTIONSS tock Plan Services ..23 Education 529 Plan ..25 Portfolio Advisory Service (PAS) ..26 Mutual Fund Accounts ..27 Statement FAQs Last updated July 20172 GENERAL FAQsWhen will I receive my statement? eDelivery customers can usually expect to see their statement posted to by the second business day after the end of the sent to customers via mail are mailed by the fifth business day of the month and are typically received by the 10th of the month, depending on holidays and which day of the week the prior month ends on.

Jul 01, 2017 · withdrawals, transfers of assets, and dividend reinvestments. Customers with a zero balance will receive statements in the month the balance decreases to zero, but will not receive subsequent statements until there is a balance in the account. Customers with a household statement will receive a monthly

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