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Review Your Portfolio

Fidelity offers more ways to understand your investments

  • Organize –  Look at your holdings by account or across accounts to really understand what you own.
  • Analyze –  See your portfolio allocation by asset class, investment style, and industry sector. Check daily change and change since purchase of each investment.
  • Research –  Find charts and Morningstar ratings for each mutual fund you own. Link to up-to-date company research and reports for stocks.
  • Access your documents –  Get online statements, trade confirmations, tax forms, prospectuses, and annual reports.

Getting Started