Help Contents | Back View a Portfolio Field Definitions How to Print the Portfolio Screen Related Help Topics About the Portfolio Summary Screen A portfolio displays all of your accounts. Depending on the type, accounts display in one of the following sections on the Portfolio Summary screen: - Personal Investing accounts - Personal Trust accounts - Fidelity NetBenefitsSM accounts - BrokerageFlex accounts - Investment Advisor Related Accounts - Authorized accounts - Stock Compensation Plans Also, refer to Important Information for a more detailed description of the accounts that display in each section on the Portfolio screen. To access the Portfolio Summary screen: 1. Select the Accounts & Trade tab. 2. Select Portfolio. Top How to Print the Portfolio Screen 1. From your browser's tool bar, select Print. 2. In the pop-up window that displays, click the OK button. Top Field Definitions Glossary Select the following for definitions: Account As Of Authorized Accounts Hide Other Accounts Name/Hide Accounts NetBenefits Personal Investing Portfolio Net Worth Show Other Accounts Stock Compensation Plans Top Related Help Topics About Authorized Accounts About the Fidelity Charitable Gift FundSM NetBenefits Accounts (e.g., 403(b), 401(k), 457) online Access More NetBenefits (e.g., 403(b), 401(k), 457) Information and Actions Accept/Decline Award Accept/Decline Grant Accept/Decline Rights Authorize Someone to View My Account(s) Contribute to a College Savings Plan Account Contribute to an IRA Exchange within an Annuity Contract> Hide Zero Balance Accounts and Positions Name an Account or Annuity Place a Bond/Fixed Income Order Place a Mutual Fund Order Place a Stock Order Place an Exercise and Hold Order Place an Exercise and Sell Order Place an Option Order Select 83(b)Tax Election View Account and Annuity Balances View Account and Annuity Positions View a Stock Option Summary View Stock Option Vesting Schedules and Details View Stock Option Exercise History View and Update Stock Option Brokerage Account Information Refer to About Authorized Accounts for information on privileges available for each account authorization level. Top Important Information Depending on the type, accounts display in one of the following sections on the Portfolio screen: - Personal Investing accounts All of your Fidelity mutual fund and brokerage accounts All annuities including those for which you are either the owner, administrator, assignee, or have power of attorney All of your Fidelity College Savings Plan accounts - Personal Trust accounts All your Fidelity trust accounts for which Fidelity serves as either Trustee or Successor Trustee - Fidelity NetBenefitsSM accounts All of your NetBenefits accounts (e.g., 403(b), 401(k), 457) which are accounts that your employer has set up through Fidelity Not all NetBenefits accounts are available to be displayed at this time. More will be available soon. The availability of Fidelity NetBenefits and the options and services available to you depend on the specific features of your employer's plan. - Authorized accounts Any authorized accounts which are accounts that the account owner has authorized you to access, but you do not own The total portfolio net worth and the number of accounts shown at the top of this screen do not include authorized account balances or balances for accounts you are authorized to access, but do not own. There is a separate net worth included in the Authorized Accounts section of the screen. - Stock Compensation Plan accounts   Any accounts associated with a stock option plan, stock appreciation plan, restricted stock award, or Employee Stock Purchase Plan. You can access information about a stock option plan account by selecting actions from the corresponding Select Action drop-down list You can access information about a Stock Purchase Plan account by selecting actions from the corresponding Select Action drop-down list Refer to About Authorized Accounts for information on privileges available for each account authorization level. Top

Page Name: Screen Help - Portfolio Summary screen