Fidelity Can't find Statement of Contributions

anonmoose

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

Marcon

Log in to PlanViewer, go to Plan Information, selection Forms and Documents and then you should be able to download your contribution history.

lucyandthomas

I asked the same question a few days ago for the junior sipp. This was the response from fidelity.