Money Wisdom
Year-End Investment Report Mail Suppression
If your accounts are custodied at Fidelity you should know that they will no longer be printing the Year-End Investment Report (YEIR). The YEIR includes a summary of the year's transactions, security level estimated cost basis information, total margin interest, and total fees. The YEIR provides a summary of totals for items such as income, deposits, withdrawals, and securities bought and sold. This report will be available electronically through the Fidelity website, or through our office.
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Contact Information
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New Hampshire Office
Jill Boynton
70 Old Post Road
Newington NH 03801
Near Portsmouth
603.431.1133 -
Maine Office
Susan Veligor
70 Center Street
Portland ME 04101
207.772.8133
