How can I access my statement and valuation?

Q: I get my statement and valuation by post. Can I get this online instead?

We encourage as many of our customers to do this as possible, so thanks for the question!

If you’re able, it’s a good idea to get your statement and valuation online. Not only is it better for the planet to go paperless, but you can access it securely, 24/7 online. In fact, make the switch to receive important information from us online - which includes your statement and valuation - and all your documents are stored in your account for seven years.

How to switch online

If you're an existing account holder, you can register for online access by selecting 'Register' in the top right corner of the home page and follow the instructions. A cautionary note, if you have a middle name(s) and we have it on our records, you need to enter it in the 'first name' box. You can check your paperwork to see how we address letters to you for confirmation.

You can view a how-to guide here How to register for online access.

If - on the other hand - you're a new customer, you can register for online access when you open an account.

• Find out which account is right for you

Changing your preferences

Once you’ve registered for online access, you can select how you’d like to receive all your account documents. First log in, then go to ‘menu’, then ‘profile’, then ‘preference centre’ and finally ‘account documents.’ You can either select to receive all your documents online or select the ones you want individually.

You can even choose to receive a valuations text alert every two weeks. Simply go to ‘menu’, then ‘profile’, then ‘preference centre’ and finally ‘text alerts’ and opt in. You can also get a text when we receive buy, sell and switch updates.

You can change your preferences at any time.

Viewing your documents online

Once you’ve opted in to receive your important documents online, simply go to ‘menu’, ‘documents and messages’, then ‘documents’ and all you’ll find all your documents there.

And finally…

If you have any difficulties setting any of this up, you can call our client services team who’ll help. You can find our contact details here.

Important information - investors should note that the views expressed may no longer be current and may have already been acted upon. Tax treatment depends on individual circumstances and all tax rules may change in the future. Withdrawals from a pension product will not be possible until you reach age 55 (57 from 2028). This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.