How can I find my realized gains on Fidelity App?
Summary:
- The main problem reported by the user is the inability to find detailed profit/loss information on trades made within their brokerage link portion of a 401k, specifically seeking realized gains from bought and sold stocks.
- A solution provided by FidelityCourtney includes instructions to view investment performance on Netbenefits.com by logging in, navigating to the Retirement Plan, and selecting “Investment Performance & Research” from the “Quick Links” menu.
- The user expressed confusion about not finding the “quick links” menu and only seeing unrealized gains, indicating a need for further clarification on accessing realized gains.
Here’s the full thread
where can I see profit/loss on trades I’ve made this year? This is not a tax question. In fact, I’m specifically looking at the brokerage link portion of my company 401k so there are no tax implications until withdrawal.
Happy to point you in the right direction!
You can view your investment performance by following these steps on Netbenefits.com after logging in:
1. Locate your Retirement Plan, and click the “Quick Links” 3 dot menu
2. Select “Investment Performance & Research”
The first section of that page will be titled “Your Investment Performance,” and it will show a table with the fund’s balance and other information as of the last market close.
Let us know if you have other questions. 🟢
So this is only available on the website or in the app too? I didn’t see the “quick links” 3 dot menu. I did find some performance metrics but not what I was looking for. I bought and sold a stock and wanted to see realized gains on it. I can see the unrealized gains for the assets currently held. I would think the realized gains should be added to that to get the total gains.