How to Change Dividends and Capital Gains Distributions - Fidelity
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Clicking a link will open a new window. How to Change Dividends and Capital Gains Distributions
It only takes a couple of minutes to update how your dividend and capital gains distributions are invested online. Just follow some basic steps and after you make your updates, the changes are effective immediately.* , regardless of the account type. What do I need to know
The page displays your account information. Find the security or mutual fund you want to change. Under Action, select Update and you'll see the Update Distributions page. To update a security: On the Update Distributions page, you'll see dividends and capital gains combined in one row—you cannot change them separately. Make your selection and choose whether you want to apply the change to all current equity positions in this account and/or all future equity purchases, transfers, and deposits. Select Update. You'll see a confirmation page that specifies the change you made with a link to change distributions on another account. To update a mutual fund: On the Update Distributions page, you'll see dividends and capital gains in separate rows—you can choose a different distribution option for each. Note: You may see a column for Directed (Deposit into your Fidelity Mutual Fund account). If so, you can direct the dividends and capital gains into one of your Fidelity mutual funds. This option is unavailable for future purchases, transfers, and deposits. Make your selection and choose whether you want to apply the change to all current mutual funds in this account and/or future mutual fund purchases, transfers, and deposits. Select Update. You'll see a confirmation page that specifies the change you made with a link to change distributions on another account. What to expect
The changes you make are effective immediately and you'll see them on your Dividends and Capital Gains summary page. If you've signed up for email notifications, you'll receive a confirmation in 1–2 business days. If you haven't elected , you'll receive a confirmation by U.S. Mail in 3–5 business days. The dividends and capital gains update pages are unavailable Monday through Friday from approximately 9:30 p.m.–10:30 p.m. ET. In brokerage accounts, the following mutual funds can only be coded to reinvest in a security: Fidelity Cash Fidelity Government Cash Reserves Fidelity U.S. Government Reserves Fidelity Select Money Market All eligible core account money markets Please wait while Fidelity's Virtual Assistant loads. Questions
* Brokerage account updates are effective immediately, but changes to mutual fund accounts will show up in 2–3 business days. † Fidelity's Virtual Assistant uses advanced technology and artificial intelligence to help with frequently asked questions and to enhance your digital experience. It is designed to be both anticipatory and responsive based on your search terms, information you enter in reply to the Virtual Assistant's questions, and your account and other information on file with Fidelity. Fidelity does not guarantee accuracy of the Virtual Assistant's responses or alignment of its suggestions with your intended purpose. The Virtual Assistant does not recommend the purchase or sale of specific securities or digital assets. While it may offer educational information, it does not have the capability to discern what investment choices would be suitable for your personal situation. Do not attempt to place trade orders through the Virtual Assistant; it can provide you with guidance as to how to place a trade at Fidelity, but the Virtual Assistant cannot execute trades on your behalf. Any personal, account or other information you provide to the Virtual Assistant, as well as all search information entered, may be retained, accessible to Fidelity personnel, and used and shared consistent with Fidelity's Privacy Policy. Notwithstanding, you should not provide the Virtual Assistant with credit or debit card information or protected health information. 747278.3.0 Footer
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Securities that can t be updated
Preferred stocks Rights/warrants Fixed income positions – bond interest payments etc. Alternative investments UITS Precious metals Convertible securities