Finding Your Account Summary on Fidelity
Your Fidelity account summary is the first screen you see after you log in to your account online or in the mobile app. It shows your total account value, recent transactions, and links to your holdings all in one place. If you do not see a summary when you log in, or if you want to return to it from another page, you can get back to it in seconds.
The summary view is the default landing page for most Fidelity account types — brokerage accounts, retirement accounts, and managed accounts all display it automatically. If you have navigated away to research stocks, check a specific holding, or review statements, the summary is always one click away.
Key Takeaways
- Your account summary appears automatically when you log into Fidelity online or open the mobile app, showing your total balance and recent activity.
- On the website, click the "Accounts" tab or your account name in the top left to return to the summary from any page.
- In the Fidelity mobile app, tap the home icon or your account name at the top to see your summary.
- You can customize which accounts display on your summary if you have multiple accounts by using the account selector.
Returning to Your Summary on the Fidelity Website
When you log into Fidelity.com, you land on your account summary by default. If you have moved to a different section — such as Research, News, or a specific account page — you can return to the summary in two ways.
The first method is to click the Accounts tab at the top of the page. This opens a dropdown menu showing all your linked accounts. Click the account you want to view, and Fidelity will take you to that account's summary page. The second method is to click your account name or initials in the top left corner of the page, which also displays your accounts and lets you select one to view.
Both routes lead to the same place: your account summary, which displays your current balance, asset allocation, recent trades, and account details at a glance.
Viewing Your Summary in the Fidelity Mobile App
The Fidelity mobile app opens to your account summary by default when you log in. The summary shows your total account value at the top, followed by your holdings, recent activity, and market news relevant to your investments.
If you navigate to another section of the app — such as Research, Alerts, or Account Settings — you can return to the summary by tapping the home icon (usually a house symbol) at the bottom of the screen. On some versions of the app, you can also tap your account name at the top of the page to see a list of all your accounts and select the one you want to view.
Choosing Which Accounts Appear on Your Summary
If you have multiple accounts with Fidelity — such as a brokerage account, an IRA, and a 401(k) — you can choose which ones display on your summary page. This is useful if you want to focus on one account or hide accounts you do not check regularly.
On the website, look for an account selector or dropdown near the top of your summary page. Click it to see all your linked accounts, then check or uncheck the boxes next to each account name to show or hide them. In the mobile app, tap your account name at the top and select which accounts you want to see. Your preference saves automatically, so the same accounts will display the next time you log in.
What Information Appears on Your Account Summary
Your account summary displays several key pieces of information in one view. At the top, you will see your total account value and how much it has changed since the previous day (shown as a dollar amount and percentage). Below that, you will typically see your asset allocation — a breakdown of how your money is divided among stocks, bonds, cash, and other investment types.
Further down, the summary shows your recent transactions, such as trades you have made, deposits you have received, or dividends that have been paid. You will also see links to your individual holdings, so you can click on any stock, fund, or bond to see more details. Some summaries include a news section with market updates and articles related to your investments.
Customizing Your Summary View
Fidelity allows you to customize what appears on your summary page, though the options vary depending on your account type and whether you are using the website or mobile app. On the website, look for a customize or settings button near the top of your summary — it often appears as a gear icon or a pencil icon.
Clicking this button opens a menu where you can choose which sections to display, such as holdings, recent activity, news, or alerts. You can also rearrange the order of these sections by dragging them. In the mobile app, customization options are more limited, but you can usually swipe left or right to move between different summary views or tap a menu icon to adjust what displays.
Troubleshooting: Summary Not Showing Correctly
If your account summary is not displaying correctly — for example, if it shows outdated information, is missing sections, or appears blank — try these steps. First, log out of your Fidelity account completely and log back in. This refreshes your session and often resolves display issues.
If the problem continues, clear your browser cache and cookies (on the website) or force-close and reopen the Fidelity app (on mobile). If you are using an older browser or an outdated version of the mobile app, update to the latest version. If your summary still does not appear after these steps, contact Fidelity customer service — they can check whether there is a technical issue with your account or help you restore your preferred summary view.
Frequently Asked Questions
Why does my summary show different numbers than my last login?
Your account value changes throughout the trading day as the prices of your holdings move up and down. Your summary updates automatically during market hours, so the total balance you see reflects the current market value of your investments. After the market closes, the summary shows the closing value for that day.
Can I set my summary to show only one account if I have multiple accounts?
Yes. Use the account selector dropdown at the top of your summary page to uncheck the accounts you do not want to see. Only the accounts you have checked will display on your summary. Your selection saves automatically for future logins.
What if I accidentally hid an account from my summary?
Open the account selector dropdown and check the box next to the account name you want to restore. It will reappear on your summary when ready. You can show or hide accounts anytime without affecting the account itself.
Is my account summary the same on the website and the mobile app?
The information is the same, but the layout and customization options may differ slightly between the website and mobile app. The mobile version is designed for smaller screens, so some sections may be condensed or require scrolling. Both versions update in real time with your current account information.
Can I print or read my account summary?
Yes. On the Fidelity website, look for a print or read button near the top of your summary page — it usually appears as a printer icon or a PDF icon. In the mobile app, you can take a screenshot or look for a share or export option in the menu. The exact steps vary by device and app version.