Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Viewing Quarterly Dividends at Fidelity?
Old 01-15-2020, 10:04 AM   #1
Recycles dryer sheets
PointBreeze's Avatar
 
Join Date: Jul 2017
Location: Pittsburgh
Posts: 101
Viewing Quarterly Dividends at Fidelity?

I just moved half of my investments from Vanguard to Fidelity. I'm in the habit of recording my quarterly dividends and interest in a spreadsheet. On Vanguard's site, there is a great page to quickly access this information for all accounts, divided up between Taxable and Non-taxable.
(My Accounts --> Dividends and Capital Gains).

I can't find a similar page in Fidelity. I really don't want to sift through monthly statements or look at each fund separately if there is a handy page that does this for me.

Can anyone point me in the right direction?
__________________

__________________
Retired Aug 2019 @ 60 - woo hoo!
No pension
Into spreadsheets, making art, walking in nature, strength training, beer, woodworking
Mantras: Carpe diem & Gratitude
PointBreeze is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 01-15-2020, 10:12 AM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 23,514
I download all transactions into Quicken and track them there.

Under history in the activities tab, you can see all transactions, and you can download them in CSV form which can then be opened by a spreadsheet program.
__________________

__________________
Retired since summer 1999.
audreyh1 is offline   Reply With Quote
Old 01-15-2020, 10:15 AM   #3
Recycles dryer sheets
Lawrencewendall's Avatar
 
Join Date: Feb 2017
Location: Severn
Posts: 490
That's why I started using the free Personal Capital site, FIDO does a horrible job at that whereas PC has all dividends on the dashboard. One can view it monthly, quarterly, yearly.... Works for me
Lawrencewendall is offline   Reply With Quote
Old 01-15-2020, 10:18 AM   #4
Recycles dryer sheets
PointBreeze's Avatar
 
Join Date: Jul 2017
Location: Pittsburgh
Posts: 101
Thanks, Audreyh1!

I don't use Quicken. The CSV download is potentially useful, but a lot more work than having it all summarized on one page such as Vanguard provides.
__________________
Retired Aug 2019 @ 60 - woo hoo!
No pension
Into spreadsheets, making art, walking in nature, strength training, beer, woodworking
Mantras: Carpe diem & Gratitude
PointBreeze is offline   Reply With Quote
Old 01-15-2020, 10:20 AM   #5
Recycles dryer sheets
PointBreeze's Avatar
 
Join Date: Jul 2017
Location: Pittsburgh
Posts: 101
Quote:
Originally Posted by Lawrencewendall View Post
That's why I started using the free Personal Capital site, FIDO does a horrible job at that whereas PC has all dividends on the dashboard. One can view it monthly, quarterly, yearly.... Works for me
I've considered Personal Capital, but I'm reluctant to have yet another site on the Internet that has all the information about my money.
__________________
Retired Aug 2019 @ 60 - woo hoo!
No pension
Into spreadsheets, making art, walking in nature, strength training, beer, woodworking
Mantras: Carpe diem & Gratitude
PointBreeze is offline   Reply With Quote
Old 01-15-2020, 10:42 AM   #6
Recycles dryer sheets
Lawrencewendall's Avatar
 
Join Date: Feb 2017
Location: Severn
Posts: 490
Quote:
Originally Posted by PointBreeze View Post
I've considered Personal Capital, but I'm reluctant to have yet another site on the Internet that has all the information about my money.
My take is that they can't touch it so what do I care? I'll show my numbers to anyone. It's just that, MY numbers.
Lawrencewendall is offline   Reply With Quote
Old 01-15-2020, 10:55 AM   #7
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Nov 2009
Posts: 5,281
Once you sign into Fidelity's website, there are 2 ways to see your dividends and interest. One way, for your taxable accounts only, is to select your taxable account then click on "More...." and you will see a "tax info (year-to-date)" option. Click on that and you can select the year in a drop-down menu. Then, you can choose from among the various types of distributions, from dividends to interest to tax-exempt interest to cap gain distributions.


Another way is to select "Activity and Orders" instead of the "More....." option. From there, you can choose various filters such as Time Period and Transaction Type. You are limited to a 90-day period, however, although that seems to be what you are looking for.
__________________
Retired in late 2008 at age 45. Cashed in company stock, bought a lot of shares in a big bond fund and am living nicely off its dividends. IRA, SS, and a pension await me at age 60 and later. No kids, no debts.

"I want my money working for me instead of me working for my money!"
scrabbler1 is offline   Reply With Quote
Old 01-15-2020, 11:12 AM   #8
Confused about dryer sheets
 
Join Date: Nov 2019
Posts: 4
I use the Performance option. It's there monthly by default but you can choose quarterly and other options as well.
wproie is offline   Reply With Quote
Old 01-15-2020, 11:13 AM   #9
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 23,514
The Fidelity monthly statement shows a year table of the dividends paid in each account by month. It may be a rolling 12 month view - but it does show you the trailing 12 month income from each account. This may be the closest to what you are looking for.
__________________

__________________
Retired since summer 1999.
audreyh1 is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Worldcup – HD – ESPN – looking for viewing options. MichaelB Other topics 4 04-26-2010 11:43 PM
New Member...Viewing Retirement TomCat Hi, I am... 9 09-13-2009 12:50 PM
Error when viewing stats retire@40 Forum Admin 2 05-30-2008 06:42 AM
Sadam's dancing on air video, for your viewing pleasure. mickeyd Other topics 1 12-31-2006 06:44 AM
LCD HDTV's - Vertical viewing angle gindie Other topics 28 11-20-2006 08:27 PM

» Quick Links

 
All times are GMT -6. The time now is 12:10 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2020, vBulletin Solutions, Inc.
×