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Statements and documents related to Flexible Cash Funds

How to get a monthly statement

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

How to find the Fund Manager documents

  • Go to 'Treasury' on the main menu
  • Open 'Flexible Cash 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.