Fidelity.com Help - Positions (2024)

The Positions pages display holdings information for tax-deferred annuities, income annuities, payout annuities, college savings plan accounts, and NetBenefitsSM accounts such as 401(k), 403(b), and 457 plans. For position information on Fidelity brokerage and mutual fund accounts, see Current Values, Cost Basis, Year-to-Date Sales, Position Cost, and Realized Gain/Loss.

  • What does the Positions page show for tax-deferred annuities?
  • What does the Positions page show for payout and income annuities?
  • What does the Positions page show for college savings plan accounts?
  • What does the Positions page show for NetBenefitsSM accounts?

Related Help Topics

What does the Positions page show for tax-deferred annuities?

The Positions page shows the number of units, value per unit, and total value for investment options held in a tax-deferred annuity. You can click an investment option name to display the daily unit value. You can also access an online questionnaire and worksheet to identify an asset allocation target strategy that matches your investment needs.

Note: If the assets are in the Fidelity Fixed Income or Guaranteed Account, the investment option values display as n/a.

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What does the Positions page show for payout and income annuities?

The Positions page shows the number of units, value per unit, and total value for investment options held in a tax-deferred annuity. You can click an investment option name to display the daily unit value.

The Positions page indicates the value of your income had a payment been made on the date shown. However, the actual amount of your next income payment depends on the performance of your investment portfolios between now and the date of your next income payment.

If you hold VIP sector funds in your variable annuity, click Redemption Fee Fund Detail to see the sector funds you hold. You will also see a breakdown of the percentage of your holdings in short-term shares (held less than 60 days) and long-term shares (held 60 days or more).

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What does the Positions page show for college savings plan accounts?

The Positions page shows the quantity, current price, current value, cost, and change since purchase in dollars and percent of the holdings in your college savings plan account. You can click Allocations to view the designated allocation for each position in your active portfolio.

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What does the Positions page show for NetBenefitsSM accounts?

The Positions page shows the number of units, price per unit, and total value of the holdings in your college savings plan account. You can click Allocations to view the designated allocation for each position in your active portfolio.

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Related Help Topics

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Fidelity.com Help - Positions (2024)

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Professional Tone:-

I have always been interested in working in the financial industry and I believe that fidelity.com would be a great place to start my career. The company has a great reputation and I would love to be a part of a team that is helping people save for their future.

How to ace Fidelity interview? ›

Be conversational and authentic with your answers—interviewers want to get to know the real person behind the resume. The story of your career should come through, so share what led you to this place and examples of how you use your strengths. Be positive in your answers, and never criticize anyone.

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Interview process at Fidelity Investments

On a scale of 1-10 where 1 is Poor and 10 is Excellent, rating is 8. On a scale of 1-10 where 1 is Easy and 10 is Difficult, rating is 5.

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How long is the Fidelity hiring process? ›

Fidelity Investments Interviews FAQs

How long does it take to get hired at Fidelity Investments? The hiring process at Fidelity Investments takes an average of 27.47 days when considering 3,230 user submitted interviews across all job titles.

What is the highest paying job at Fidelity? ›

Highest paying jobs at Fidelity Investments
RankJob TitleHourly Rate
1Director$63.01
2Trader$48.86
3Principal Software Engineer$47.89
4Management Consultant$47.25
16 more rows

What are Fidelity's core values? ›

We put people and relationships first. Fidelity was founded on the idea that one should “take intelligent risks rather than follow the crowd.” Our commitment to helping people lead better lives means we work differently, innovate purposefully, and hire individuals who bring diverse experiences.

What are positions in Fidelity? ›

The Positions page shows the number of units, value per unit, and total value for investment options held in a tax-deferred annuity. You can click an investment option name to display the daily unit value. The Positions page indicates the value of your income had a payment been made on the date shown.

How do I take a short position at Fidelity? ›

Steps to Short Selling on Fidelity
  1. Step 1: Open a Fidelity Brokerage Account. The first step in short selling on Fidelity is to open a brokerage account with the firm. ...
  2. Step 2: Enable Margin Trading. ...
  3. Step 3: Identify the Stock to Short. ...
  4. Step 4: Place a Short Sell Order. ...
  5. Step 5: Monitor and Manage Your Short Position.

What makes Fidelity a great place to work? ›

Management is honest and ethical in its business practices. I am given the resources and equipment to do my job. Our facilities contribute to a good working environment. I'm proud to tell others I work here.

Why should I work for Fidelity? ›

Fidelity is a fantastic place to learn and grow

We'll support you as you progress - with training courses, mentorship and qualifications. A career with Fidelity could span different roles, teams and even countries.

Why do you want to work in Fidelity Bank? ›

Professional Tone:-

I am seeking a challenging and rewarding career opportunity where I can use my skills and abilities to make a positive contribution to the organization.

Why do people choose Fidelity? ›

Fidelity is one of the most well-rounded brokerages available today. It offers no commissions on stock or ETF trades and a selection of no-expense-ratio index funds suited to both beginner and active investors. Andy Rosen is a former NerdWallet writer who covered taxes, cryptocurrency investing and alternative assets.

What is Fidelity's mission statement? ›

As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We also apply the same level of care to our employees.

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