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Where can I find statements and other documents related to Flexible Cash Funds?

To get a monthly statement:

  • Go to 'Treasury' on the main menu
  • Open 'Savings & Funds'
  • Select 'Statement' to get monthly statements for your Flexible Cash Funds portfolio

To find the Fund Manager documents:

  • Go to 'Treasury' on the main menu
  • Open 'Savings & Funds'
  • Choose the Flexible Cash Funds portfolio you want to view the documents for
  • Click 'Details'
  • Select the document to download

Learn more about the Fund Manager via Fidelity's website.