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?

    To remove an account from a combined statement or mailing group, contact a Fidelity representative at 800-343-3548.

  • 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.