FAQs: How to Combine Household Statements and Mailings

  • What types of accounts are eligible for statement householding?

    Eligible account types:

    Individual and joint accounts, including:

    • Transfer on death
    • Trusts
    • UGMA/UTMA (custodial accounts)
    • IRAs (Traditional, Roth, Rollover, Inherited, SEP, SIMPLE)
    • Fidelity Retirement Plans (Keogh)
    • 529 college savings plans
    • Goal Planner
    • Fidelity BrokerageLink® accounts (only account numbers beginning with 650)
    • Employee Stock Option Plans
    • Fidelity Private Client Group®
    • Fidelity Portfolio Advisory Service®
    • Fidelity Retirement Reserves® Annuity
    • Health savings accounts (HSAs)

    Accounts NOT eligible to be combined:

    • Business, sole proprietor, partnership or other entity accounts (except trusts)
    • 401(k), 403(b), 457, or other workplace retirement plans
    • Nonprototype retirement plans
  • How do I undo a statement household?

    You can remove an account owner or a specific account from your combined statements and mailings list at any time by sending us a letter detailing the changes and signed by all owners of that account. Please mail your request to this address:

    Fidelity Investments
    PO Box 770001
    Cincinnati, OH 45277-0002

  • Are new accounts automatically added to the household?

    No, we do not automatically include new accounts. You will need to add the account using the same process.

  • Will combining statements affect how my accounts look online?

    If you are not an owner on the account, you will not see it in your Portfolio Summary. You can view information on the other accounts in your statement household by selecting Accounts & Trade, then selecting Statements. You will see a Consolidated tab. All accounts will be listed consecutively there.

  • Will I be able to see other account owners' account information online?

    Yes, when statements are consolidated, any account owner who has an account included in the statement household will be able to see all accounts, transactions, and balances for each account in the household when he or she logs into Fidelity.com. See question above.

  • What's the difference between a statement household and relationship household?

    With statement householding or combined/consolidated statement, we combine multiple account statements for people living at the same address together on one statement and send it in one envelope and only send one copy of additional mailings to reduce the amount of mail you receive from us. Relationship householding combines all eligible assets in a household to enhance trading and service levels. A relationship household groups family accounts together so everyone's combined assets can work harder.