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For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is delivery?
delivery refers to electronic delivery. Customers who sign up for delivery will receive their financial documents electronically rather than through U.S. mail. Financial documents include statements, trade confirmations, prospectuses, and other financial reports.
How do I get my fidelity statement online?
To view and print the PDF version of a statement, tax form, trade confirmation, or account record, click the PDF link associated with the document. Then click the Print icon in the browser window's PDF toolbar, or select Print from the browser's File menu.
How do I get my bank statement from Fidelity?
Log-in to online banking.
Click on the Account Statement link under the Accounts tab.
Follow the onscreen instructions to set and confirm your delivery preferences.
Sit back and relax. You'll receive an email notification when a new PDF statement is ready to view.
How do I get my fidelity statement?
To view and print the PDF version of a statement, tax form, trade confirmation, or account record, click the PDF link associated with the document. Then click the Print icon in the browser window's PDF toolbar, or select Print from the browser's File menu.
How do I get my 401k statement?
You should just look on an old statement for the website or (800) number to call. You can also contact your H/R person at the company. To determine your 401K balance, allocation, and contribution history, you should first contact your Human Resources Department.
How far back does Fidelity keep records?
On its Website, Fidelity Investments keeps statements for nine years, trade confirmations for three months and tax records for a year.
Where is my account number on my fidelity statement?
Your account number is located on the first page of your statement, directly above Your Account Value.
How do I get a copy of my 401k statement?
You should just look on an old statement for the website or (800) number to call. You can also contact your H/R person at the company. To determine your 401K balance, allocation, and contribution history, you should first contact your Human Resources Department.
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