Let’s go over where you can view dividends on Fidelity and how to filter between different periods, like (ten days, 30 days, 60 days, or even quarterly. This process should take five easy steps that I list below with images so you can work alongside this post in the Fidelity dashboard.
You can also keep scrolling for the mobile instructions on how to find and view dividend payments on Fidelity.
The five easy steps are:
- Log into your Fidelity Account
- Make Sure you are on the Main Dashboard
- Click “Activity & Orders”
- Choose Your Prefered Time Period
- Click Show and Select Dividends/Interest
Now let’s go over below how to go through these five steps and where to locate the dividends on Fidelity. There will also be a section below that shows other ways to view dividends on Fidelity and additional helpful information for dividend investors. You can also export this information to your computer and view the data in excel or pages.
How to View Your Dividends on Fidelity Desktop:
1) Log into your Fidelity Account
To access your account information and stay updated on your investments, you can log into your Fidelity account using the desktop or mobile versions (I will go over this below).
You need to sign in with your username and password. After you sign in, Fidelity will display the main dashboard. This dashboard has where there are numerous options to choose from and has tabs showing balances and positions. We are looking for the dividend payments.
2) Make Sure you are on the Main Dashboard
The above picture is the portfolio dashboard; you can locate this by clicking the specific account you want to see the dividends from. There are various options to choose from, graphs and other selections. There is also an option to customize the dashboard and move around different sections. The main goal is to find where the dividend activity is located, so look for “Activity & Orders.”
3) Click “Activity & Orders”
Look for the arrow pointing to “Activity & Orders” in the above picture, this is where you’ll be able to see a variety of transactions and other activities going on in your investment account. This tab can be beneficial to check every week, month, or quarterly (depending on your preference) to stay informed on what is going on in your account. Another helpful thing to look at is the monthly statements Fidelity sends, which I will go over below.
You will also be able to see pending transactions and orders in this tab on the Fidelity dashboard.
4) Choose Your Time Period
There is an option to show different periods like the past ten days, 30 days, 60 days, and 90 days. You can also view your dividends that were paid in a specific quarter. There is also an option to choose a completely custom time period between different months or years.
5) Click Show and Select Dividends/Interest
Look at the arrow in the above picture pointing to the pull-down tab labeled “Show,” it most likely shows all of the transactions going on in your account. If you want to see dividends, you can filter by selecting the “Dividends/Interest” option on the list.
The dividends will be displayed in a list that shows the specific date the dividend was paid and reinvested if you reinvest dividends on Fidelity.
How to View Your Dividends on Fidelity Mobile App:
The process is relatively the same on the mobile app version of Fidelity, but it is in a mobile interface format. Let’s go over three easy steps on how to view dividend payments in the app version of Fidelity.
1) Open the App and Sign into your Account
2) Scroll Down, Select “Activity,” and Select Your Account
3) Now you can filter by “Dividends/Interest” and Time Period
The dividends will be displayed in the same list format as the desktop version.
Other Ways to View Dividends
Another option to view dividends on Fidelity would be to access your account statement under the documents tab. The dividends will most likely be on the second page showing how much you received in that month and a year-to-date amount. Reviewing the monthly statement can help you understand and see what is going on in your account.
The statement shows an “estimated cash flow” page displaying the expected amount of dividends/interest the account holder can receive for the year. This page is a great way to see progress and an investor’s estimated monthly dividend payments.
The monthly statement is also filled with helpful information and goes in-depth on account activity.
When you click the “Positions” tab on Fidelity, there is an option labeled “Dividend View” this is a beneficial tab for dividend investors. Here you can see the account’s ex-dividend date, dividend yield, pay date, and even the estimated annual income.
The helpful part about the “Dividend View” tab is that it shows the above-listed information split between each position. You can split up the positions and filter between ETFs or stocks. Another option would be to view all open positions.
Why Fidelity is Great for Dividend Investors
Fidelity has features like the ability to buy fractional shares of a company which can be great for dividend investors. Investors can reinvest the dividends back into the stock or ETF. This reinvesting may help compound the investment over time.
The app and desktop versions have an easy-to-use interface that is filled with insightful information. As mentioned above, the “Dividend View” tab on Fidelity has numerous sections that list particular positions and dividend investing details.
Another beneficial option that I mentioned earlier on Fidelity is the ability to export the information on a list to excel. You can download the list directly to your computer and view the data in excel or pages.
Conclusion
The five-step desktop and three-step mobile app instructions written above in this article can help an investor locate where dividends or interest are shown on Fidelity. There are multiple ways to see dividends, like through the statement or the platform itself through the activity tab.