Fixed Income Alerts - Stay on Top of Your Portfolio - Fidelity

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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Fixed Income Alerts

Stay on top of your fixed income portfolio and investing opportunities with our automated service that delivers important alerts to your computer or wireless device. redemptions or call notices notifications Request a quote ( and CDs) New issue (municipal or taxable bonds) Fidelity bond funds or has been called, so that you can plan your next investing move. Stay informed of any changes to the credit rating of bonds in your portfolio to decide if those holdings are still consistent with your desired risk and return profile. Receive bids and other information via an alert when you’re looking to sell a specific fixed income security in your portfolio. Receive alerts on proposed security purchases and other important activities if you are a participant in the Auto Roll Service. Take advantage of brief opportunities to purchase new issue fixed income taxable and municipal securities. Receive alerts on newly launched funds and notices of webcasts.

How to subscribe

To subscribe to Fixed Income Alerts, log in to your portfolio at Fidelity.com and follow these steps from your home screen. Click Research. Choose Alerts. Select Fixed Income Holdings under Account Services to set up alerts on bonds that you hold at Fidelity, then select the Alert Setup tab and follow the on-screen prompts. Select Fixed Income New Issues and Secondary Products under the Products and Offerings section to learn about new issue offerings and secondary bonds available that meet your chosen criteria, then select the Alert Setup tab and follow the on-screen prompts.

How to unsubscribe

To unsubscribe to Fixed Income Alerts, log in and follow the same steps you did to subscribe. Select Fixed Income Holdings or Fixed Income New Issues and Secondary Products, then select the Active Alerts tab. Check the boxes for the Alerts that you wish to unsubscribe from, then select Delete Selected Alerts and follow the on-screen prompts.

How to view your alerts history

If you subscribe to Fixed Income Alerts, you may now also view them on Fidelity.com in addition to receiving your alerts as an email: Click Research. Choose Alerts. Select View Your Alerts History, top right. Or Click Accounts & Trade. Choose Portfolio. Select the Service Messages link, top right.

Next step

Log in and start using Fixed Income Alerts now.

Questions

Watch a brief video to learn how to sign up for fixed income alerts and to understand the benefits of utilizing this service. System availability and response time may be subject to market conditions. 625685.3.2

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Auto Roll

a program that provides customers with the ability to purchase certain eligible Treasury auction securities and/or new issue FDIC-insured certificates of deposit (CDs), with the proceeds of the principal of these securities at maturity automatically being used to purchase similar instruments

bid

a proposal to purchase securities at a specified price

certificate of deposit CD

a debt instrument issued by commercial banks or thrifts to raise funds for business activities or to retire other debt; Fidelity offers a type of certificate of deposit called a brokered CD

maturity maturity date s

the date on which the principal amount of a fixed income security is scheduled to become due and payable, typically along with any final coupon payment. It is also a list of the maturity dates on which individual bonds issued as part of a new issue municipal bond offering will mature

material events - fixed income

Material Events reflect information that pertains to municipal bonds (For Corporate and Agency/GSE bonds see Issuer Events). They are designed to bring the investor's attention to key changes of the status of a particular issue or underlying issuer.

Treasuries

debt obligations of the U.S. government that are issued at various intervals and with various maturities; revenue from these bonds is used to raise capital and/or refund outstanding debt; since Treasury securities are backed by the full faith and credit of the U.S. government, they are generally considered to be free from credit risk and thus typically carry lower yields than other securities; the interest paid by Treasuries is exempt from state and local tax, but is subject to federal taxes and may be subject to the federal Alternative Minimum Tax (AMT); U.S. Treasury securities include Treasury bills, Treasury notes, Treasury bonds, zero-coupon bonds, Treasury Inflation Protected Securities (TIPS), and Treasury Auctions