Like many financial institutions, Fidelity Investments, LLC. is encouraging investors to switch to paperless communications for trade confirmations, monthly statements and corporate prospectuses.  At this time, Fidelity is charging a minimum trade fee of $4.95 for most equity transactions.  The fee is imposed on equity and ETF purchases, and again on sales.  Investors can, however, avoid the trade fee by electing to receive eDelivery (an email) of certain correspondence.

We encourage everyone to quickly check their delivery preference on the Fidelity website and update it as necessary in order to avoid possible trading fees. Below are instructions to help you with the process.  It is very simple and can save you a lot of money once completed.

You can still receive you Year End Tax Documents via USPS Mail.

Again, Fidelity does NOT require eDelivery of tax statements in order receive the benefit of free equity trades.  We encourage all clients to follow the instructions below to verify their delivery preferences.

  •  If you DO NOT have a Fidelity Online Account: (If you have already setup an account, skip to next step below)

Go to https://www.fidelity.com
Click on “Login In”
On the right hand side, click the "Register Now" button and follow the directions to create an account.  IMPORTANT NOTE: an "Account Locked" message If it has been more than 30 days since you have logged into Fidelity.com and are unable to log back in due to an an "Account Locked" message, you will need to call Fidelity at (800) 343-3548 to unlock your access.

  • Upon logging into your Fidelity account, you will need to navigate to the e-Delivery preferences area to view and update your settings.  At the main page you will be seeing a Summary of All accounts.  (For a visual of the first three steps, see below.)
    1. Click on Documents
    2. Then, on the far right of your screen, click on the three dots that are stacked.  Located next to the "Delivery:" overview.
    3. In the dropdown box, select Edit delivery preferences.

4. To receive the benefit of zero cost equity trades, you must enable eDelivery for the following. (see example below)

    • Statements
    • Trade confirmation
    • Prospectuses, Shareholders Reports

Fidelity does NOT require eDelivery of tax statements in order receive the free trades benefit.

5. Important:  You MUST scroll to the bottom of the page and click 'Save preferences' before leaving or closing the page.  After doing so, you may want to go back into the eDelivery preferences to verify your selections.