Fixed Income Alerts

Types of alerts

Fixed Income Alerts can provide you with valuable information on your bond holdings or inform you of new issue offerings. Types of alerts include:

• Bond or CD redemptions or call notices
• Material event notifications
• Request a bid quote
• Auto Roll ( U.S. Treasuries and CDs)
• New issue (municipal or taxable bonds)
• Fidelity bond funds

Benefits of Fixed Income Alerts

Sign up for Fixed Income Alerts to monitor information that could impact your portfolio, with timely notices that allow you to:

• Be reminded when a bond or CD held at Fidelity is about to mature or has been called, so that you can plan your next investing move.
• Stay informed of any changes to the credit rating of bonds in your portfolio to decide if those holdings are still consistent with your desired risk and return profile.
• Receive bids and other information via an alert when you’re looking to sell a specific fixed income security in your portfolio.
• Receive alerts on proposed security purchases and other important activities if you are a participant in the Auto Roll Service.
• Take advantage of brief opportunities to purchase new issue fixed income taxable and municipal securities.
• Receive alerts on newly launched funds and notices of webcasts.

How to subscribe

To subscribe to Fixed Income Alerts, log in to your portfolio at Fidelity.com and follow these steps from your home screen.

1. Click News & Research.
2. Choose Alerts.
3. Select Fixed Income Holdings under Account Services to set up alerts on bonds that you hold at Fidelity, then select the Alert Setup tab and follow the on-screen prompts.
4. Select Fixed Income New Issues and Secondary Products under the Products and Offerings section to learn about new issue offerings and secondary bonds available that meet your chosen criteria, then select the Alert Setup tab and follow the on-screen prompts.

How to unsubscribe

To unsubscribe to Fixed Income Alerts, log in and follow the same steps you did to subscribe.

1. Select Fixed Income Holdings or Fixed Income New Issues and Secondary Products, then select the Active Alerts tab.
2. Check the boxes for the Alerts that you wish to unsubscribe from, then select Delete Selected Alerts and follow the on-screen prompts.

How to view your alerts history

If you subscribe to Fixed Income Alerts, you may now also view them on Fidelity.com in addition to receiving your alerts as an email:

1. Click News & Research.
2. Choose Alerts.
3. Select View Your Alerts History, top right.

Or

1. Click Accounts & Trade.
2. Choose Portfolio.
3. Select the Service Messages link, top right.