Fidelity Is Moving Client Documents Online: What You Need to Know

Between mid‑January and mid‑February, Fidelity will be sending out letters to all clients under 90 years of age explaining that their documents will be moving online and what they can expect from the change.

Each letter will include:

Simple Steps to Register Online
Clear instructions and QR codes will guide clients through the process of registering for Fidelity’s online services - perfect for those who haven’t set up digital access yet.

How to Access Documents Digitally
Once registered, clients will be shown exactly where to find their documents online, making it easier and faster to stay up to date.

How to Opt Out, If Preferred
Clients who would rather continue receiving documents by post can opt out at any time. They’ll be able to contact Fidelity directly or inform their adviser.

Forty‑five days after the initial letter, Fidelity will send a follow‑up email to all clients. This will reiterate the upcoming changes and include all the key information from the first communication, ensuring that clients have everything they need to get set up online.

This move to digital delivery aims to make document management quicker, safer, and more convenient - while still giving clients the option to stick with paper if they prefer. It’s a positive step toward more flexible and environmentally friendly communication.

This article is for general information and does not constitute personal financial advice. If you’re unsure what’s best for you, seek independent financial advice.