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Fixed Income Alerts

Stay on top of your fixed income portfolio and investing opportunities with our automated service that delivers important alerts to your computer or wireless device.

Types of alerts

Fixed Income Alerts can provide you with valuable information on your bond holdings or inform you of new issue offerings. Types of alerts include:

Benefits of Fixed Income Alerts

Sign up for Fixed Income Alerts to monitor information that could impact your portfolio, with timely notices that allow you to:

  • Be reminded when a bond or CD held at Fidelity is about to mature or has been called, so that you can plan your next investing move.
  • Stay informed of any changes to the credit rating of bonds in your portfolio to decide if those holdings are still consistent with your desired risk and return profile.
  • Receive bids and other information via an alert when you’re looking to sell a specific fixed income security in your portfolio.
  • Receive alerts on proposed security purchases and other important activities if you are a participant in the Auto Roll Program.
  • Take advantage of brief opportunities to purchase new issue fixed income taxable and municipal securities.
  • Receive alerts on newly launched funds and notices of webcasts.

How to subscribe

To subscribe to Fixed Income Alerts, log in to your portfolio at Fidelity.com and follow these steps from your home screen.

  1. Click Research.
  2. Choose Alerts.
  3. Select Fixed Income.
  4. When you see the Fixed Income Alerts menu, click Create New Alert and follow the on-screen prompts.

How to unsubscribe

To unsubscribe to Fixed Income Alerts, log in and follow the same steps you did to subscribe.

  1. When you see the Fidelity Fixed Income Alerts menu, select the alert you wish to stop receiving.
  2. In the Action section, click Delete.
  3. Click Delete again in the next screen to confirm your desire to unsubscribe from the alert.

How to view your alerts history

If you subscribe to Fixed Income Alerts, you may now also view them on Fidelity.com in addition to receiving your alerts as an email:

  1. Click Research.
  2. Choose Alerts.
  3. Select View Your Alerts History, top left.

Or

  1. Click Accounts & Trade.
  2. Choose Portfolio.
  3. Select the Service Messages link, top right.

Next step

Sign up for Fixed Income Alerts.  Log in and start using Fixed Income Alerts now.
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Auto Roll

a program that provides customers with the ability to purchase certain eligible Treasury auction securities and/or new issue FDIC-insured certificates of deposit (CDs), with the proceeds of the principal of these securities at maturity automatically being used to purchase similar instruments

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bid

a proposal to purchase securities at a specified price

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certificate of deposit (CD)

a debt instrument issued by commercial banks or thrifts to raise funds for business activities or to retire other debt; Fidelity offers a type of certificate of deposit called a brokered CD

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maturity, maturity date(s)

the date on which the principal amount of a fixed income security is scheduled to become due and payable, typically along with any final coupon payment. It is also a list of the maturity dates on which individual bonds issued as part of a new issue municipal bond offering will mature

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material events

the disclosure of certain enumerated events affecting a municipal security such as payment delinquencies, bond calls, ratings changes; the MSRB, Electronic Municipal Market Access (a.k.a. EMMA) provides free access to municipal disclosures, market data and education

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Treasuries

debt obligations of the U.S. government that are issued at various intervals and with various maturities; revenue from these bonds is used to raise capital and/or refund outstanding debt; since Treasury securities are backed by the full faith and credit of the U.S. government, they are generally considered to be free from credit risk and thus typically carry lower yields than other securities; the interest paid by Treasuries is exempt from state and local tax, but is subject to federal taxes and may be subject to the federal Alternative Minimum Tax (AMT); U.S. Treasury securities include Treasury bills, Treasury notes, Treasury bonds, zero-coupon bonds, Treasury Inflation Protected Securities (TIPS), and Treasury Auctions

Questions?

Establishing & interpreting fixed income alerts (3:15)

Watch a brief video to learn how to sign up for fixed income alerts and to understand the benefits of utilizing this service.

System availability and response time may be subject to market conditions.
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