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Fidelity Can't find Statement of Contributions
anonmoose
Posts: 229 Forumite
Hi all
I am just sorting out how much I can contribute to my pension this year and Vanguard helpfully have a clear summary saying how much I have contributed this tax year and what the tax relief is. I am looking on my fidelity account and I can't find this summary anywhere!
Do I need to go through the transaction history for the whole year and add it up or is there a document somewhere I am missing? I need to see it before the end of the tax year so I can work out how much more I can contribute.
Many Thanks
I am just sorting out how much I can contribute to my pension this year and Vanguard helpfully have a clear summary saying how much I have contributed this tax year and what the tax relief is. I am looking on my fidelity account and I can't find this summary anywhere!
Do I need to go through the transaction history for the whole year and add it up or is there a document somewhere I am missing? I need to see it before the end of the tax year so I can work out how much more I can contribute.
Many Thanks
0
Comments
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Log in to PlanViewer, go to Plan Information, selection Forms and Documents and then you should be able to download your contribution history.Googling on your question might have been both quicker and easier, if you're only after simple facts rather than opinions!0
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I asked the same question a few days ago for the junior sipp. This was the response from fidelity.
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