Duplicate Account Statement Request - Fidelity

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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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How to Request Duplicate Statements

When it comes to managing money, two heads are usually better than one. If you'd like duplicate statements for your accounts sent on a regular basis to non-account owners, such as your accountant, a financial advisor, or a trusted family member, you can add those people online. . You can either drop off the form at a branch or mail it to us at this address: Fidelity Investments
PO Box 770001
Cincinnati, OH 45277-0002 Note: For annuities, use the ZIP + 0050; New York annuity customers should use the ZIP + 0051.

What to expect

It typically takes three business days to process your duplicate statements request. You will either receive an email notification in 1–2 business days or a confirmation by U.S. Mail in 3–5 business days, depending on your delivery preferences. Duplicate statements are sent to your interested party beginning with your next statement. If you've granted online access, the statements are available to your interested party at the same time you access them. We do not send past statements to your interested party. Please wait while Fidelity's Virtual Assistant loads.

Questions

* 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. 730988.3.0

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