All your investments at your fingertips
Having the right tools enables you to seize investment opportunities as they arise.
Fidelity Online is a secure platform for our customers to manage their investments over the Internet. Your Fidelity MPF & ORSO accounts and Fidelity Personal Investing accounts can be viewed together, allowing you to check your portfolio’s transactions, account statements, latest performance as well as profit and loss.
Additional features for MPF & ORSO:
- Intuitive functions allowing you to manage your monthly contributions and switch between funds.
- SMS and/or email notifications upon activation of Fidelity e-Message service.
Additional features for Personal Investing:
- Intuitive functions allowing you to buy, sell and switch between funds from Fidelity and renowned third-party investment managers with round-the-clock convenience.
- e-Statements service showing account records from the past 24 months, with an optional email notification capability to alert you when a new statement is available.
- The powerful Portfolio X-Ray® analysis tool from MorningstarTM #.
What is Portfolio X-Ray?
Direct from industry leaders, the Portfolio X-Ray tool is a well-designed graphical representation of your portfolio. The tool shows clients their portfolio in different ways, including overall asset allocation and sector weightings. With the data, you can identify concentrated positions that may benefit from diversification. You will also see stock holdings behind your mutual funds, allowing you to measure performance against benchmarks and industry indexes. Finally, you can browse through latest news and corporate actions relating to your holdings.