FAQs: How to Request Duplicate Statements
If my accounts are part of a combined statement or household, will the interested party receive all the statements from my household?
No, when you set up a duplicate statement, it will only apply to the specific account you choose, not the entire household.
How do I cancel duplicate statements?
To stop duplicate statements from going to a third party, follow the same steps you used to request duplicate statementsLog In Required. Instead of selecting Add, select Remove an Interested Party. After that, select the accounts and enter the interested party's name. Allow approximately three business days for the request to process.
What's the difference between duplicate statements, online access, and inquiry access?
Duplicate statements allow another person to receive a copy of your statements and/or trade confirmations sent by U.S. Mail to his or her address. Requesting duplicate statements does not provide the individual with the ability to call to make inquiries or to access your account online. Requesting online access for the individual you're adding as an interested party, however, enables this person to view your account statements online and receive them by email (the interested party must be a Fidelity customer to obtain online access). Inquiry access, on the other hand, enables a third party to view your account balances online and make inquiries about your account. See Authorize Others to Access Your Accounts for an overview of the various authorization levels.
I have Power of Attorney on an account. How do I request duplicate statements be sent to me?
As the "the attorney-in-fact," you will need to complete the Duplicate Materials section of either the Durable Power of Attorney (PDF) form or the Durable Power of Attorney Affidavit and Indemnification (PDF) form, whichever applies to your specific situation. Some account types, such as annuities, require a different form. See How to Set Up a Power of Attorney for more information.
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