Setting Up E-Delivery

Director of Investments and Trading

In this brief tutorial, we’ll show you how to enable e-delivery for all your accounts with Fidelity and EWA:

  1. Go to Fidelity’s website at Fidelity.com.
  2. Hover over and click on the “Profile” tab.
  3. Scroll to the bottom of the profile screen and look for “Preferences” under the Preferences heading.
  4. Click on “Communication Preferences.”
  5. You’ll find options to enable E-delivery for your statements, trade confirmations, prospectuses, tax forms, and other shareholder reports and documents.
  6. Select all four options to opt for E-delivery for all your accounts.

This will set you up for E-delivery across all your accounts efficiently.

Video Transcript

In this video we will showcase a brief tutorial with how to turn on e delivery for all of your accounts with Fidelity and EWA. So to do so, first you’ll want to navigate to the website Fidelity.com. And once on the homepage you will hover over and click on the Profile tab right here.

Once inside of the profile screen, by scrolling to the bottom, you’ll find Preferences and under the Preferences heading Communication Preferences. So click on Communication Preferences and then you’ll see the ability to turn on E-delivery for your statements, trade confirmations, prospectuses, tax forms and other shareholder reports and documents.

So select all four to be E-delivery and that’ll officially set you up for E-delivery for all of your accounts.

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