Online Account Access & Reporting

 

What type of information would you like to see?

I would like to:

  • See basic Fidelity account & position values as of the most recent market close;
  • See recent transaction history;
  • See, download, and print my Fidelity account statements;
  • Turn on or change electroning delivery of Fidelity communications.

For this information you can log into Fidelity.com.*

 
I would like to:

  • See more detailed portfolio reports that include both my Fidelity accounts and my other outside assets, such as variable annuities, 401k accounts, 529s, and other outside postions.

For detailed reports use your Davis & Seiley Morningstar Web Portal.**

 

* FIDELITY.COM
Logging into fidelity.com for the first time?  Click here for a step-by-step tutorial to set up access.  Or call or email Janelle for help: janelle@davis-seiley.com, (619) 697-2684, or call Fidelity at (800) 544-6666.

Note: If you already have a prior personal login for fedelity.com for a prior personal account, Fidelity 401(k), pension plan, or profit sharing plan, you should continue to use that log in.  If you still can't see your new accounts there, please call or email Janelle.

 

** PERSONAL CLIENT WEB PORTAL
If you have not yet received your initial login information, email Janelle at janelle@davis-seiley.com or call us at 619-697-2684.

Click here to log into your personal Davis & Seiley Wealth Management Web Portal.  

From here you can:

  • View daily detailed reports of your account assets, including Fidelity accounts, variable annuities, mutual fund accounts, 529s, 401(k)s, etc.;
  • View portfolio performance and asset allocation information for all accounts (data beginning January 2011);
  • View Personal Financial Planning documents created by Davis & Seiley Wealth Management, if requested;
  • Upload and view your own personal documents that you wish to access securely from anywhere you have internet access.