How do I find out if I made 2023 contributions? If I did made contributions, when?
Here’s a summary of the main problem reported and the solutions discussed:
- Main Problem: The user, PsykoMcNasty, is unsure where to find their statements on the Fidelity website.
- Solution Steps:
- Log in to Fidelity.com.
- Select “Accounts & Trade” and then choose “Portfolio.”
- Select the desired account.
- Click on the “Activity & Orders” tab to view contributions.
- Choose the desired timeframe and use the “More filters” option to narrow the account history by “Deposits.”
Here’s the full thread
Where do I go on the site to see this? statements?
Hi, @PsykoMcNasty.
You can certainly review your statements to see if and when you made contributions to your account.
That said, you can also view your “Activity & Orders” page of Fidelity.com to view contributions. To do so, please follow these steps after logging in:
1. Select “Accounts & Trade” and choose “Portfolio”
2. Choose the desired account
3. Click the “Activity & Orders” tab
From here, you can choose your desired timeframe and use the “More filters” bubble to filter and narrow down the account history by “Deposits.”
If you have other questions, let us know! 🟢