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Review Your Portfolio
Fidelity offers more ways to understand your investments:
- Organize – Look at your holdings by account or across accounts to really understand what you own.
- Analyze – See your portfolio allocation by asset class, investment style, and industry sector. Check daily change and change since purchase of each investment.
- Research – Find charts and Morningstar ratings for each mutual fund you own. Link to up-to-date company research and reports for stocks.
- Access your documents – Get online statements, trade confirmations, tax forms, prospectuses, and annual reports.
Use of this site involves the electronic transmission of personal financial information. Using this product is consent to such transmission of this information; such consent is effective at all times when using this site. Usage of Fidelity's online trading services constitutes agreement of the Electronic Services Customer Agreement and License Agreement. Fidelity supports 128-bit browser encryption.