FAQs: How to Update Your Delivery Options (eDelivery or Paper Mail)
What is eDelivery?
eDelivery refers to electronic delivery. Customers who sign up for eDelivery will receive notice that their financial documents are available electronically rather than through U.S. Mail. Financial documents include statements, trade confirmations, prospectuses, tax forms, and other financial reports. Learn more about eDelivery.
How do I access my documents if I sign up for eDelivery?
Fidelity will send you an email notification as soon as your documents are available for viewing online. The email includes a convenient direct link to the documents area within Fidelity.com. To protect your security, log in is required.
How long can I access my documents online?
You will have online access to most document types for up to 10 years. A few other documents may be available for shorter time periods, but you will always have access to these documents by calling Fidelity at 800-343-3548.
Can I choose which documents to receive electronically versus U.S. Mail?
Yes, there is flexibility within the eDelivery sign-up process. You can elect to receive certain document types electronically while continuing to receive paper for other document types.
Are the online documents the same as the paper documents?
Yes, the documents are the same—the only difference is the delivery method. Moreover, the IRS accepts electronic records.
How do I get a paper copy if I need one?
Free paper copies are always available by calling Fidelity at 800-343-3548. You can always log in to Fidelity.com and print them out.
Can I receive paper copies in the future?
Yes, you are able to change your delivery choice at any time. Changes will go into effect within 24 hours.
Is there a fee charged for eDelivery?
There is no fee for signing up for eDelivery.