Accessing Your Documents
Through the links below, you have direct access to your statements and tax documents. Accessing your statements may be useful for a variety of reasons, including applying for a mortgage or preparing for quarterly taxes. To access these statements, follow the steps outlined below, and please don’t hesitate to reach out to Client Care for help.
How to Access Documents
- Login to www.fidelity.com
- Click on “Accounts & Trade” tab and scroll down to “Documents”
Types of Documents at Fidelity
- Account Statements
- iTax Documents
How to Access Documents
- Log in to netxinvestor.com/nxi/welcome
- Click ‘Communications,’ then go to ‘Statements & Reports’ for statements and ‘Tax Documents’ for year-end tax statements.
Types of Documents at Pershing
- Account Statements
- iTax Documents
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.