- Investment Products
- > Income Products
- >
Fixed Income Alerts at Fidelity
Fidelity offers an array of automated fixed income alerts as a service to its customers. Alerts are concise emails that are sent to your computer or wireless device that communicate important information. Most of Fidelity's alerts only require a simple one–time subscription process. Within the Fixed Income menu, you’ll find the following alerts:
- New Issue Taxable Offerings
- New Issue Tax–Exempt Offerings
- Fidelity Bond Funds
- Event
- Bond/CD Redemption
- Request a Bid Quote
- Auto Roll
- Research/Education
How do I benefit from each of these alerts?
Each alert provides you with timely information allowing you to monitor upcoming new issue deals, your current positions and various services we offer.
The New Issue Taxable alerts are sent weekly on various instruments such as CDs, Government Sponsored Enterprises (GSEs), CorporateNotes offerings, and Principal Protected Notes (PPNs). Since open-order periods are frequently brief, these timely alerts keep you apprised allowing you an opportunity to participate in offerings that you might otherwise miss.
Fidelity also offers New Issue Tax-Exempt alerts. Tax exempt offerings generally have short open-order periods as well making these alerts useful for the municipal securities customer. You have the ability to set preferences so that you receive only those states that you select, or all states.
Fidelity provides a Bond Funds alert service to notify you of new fund launches as well as any associated webcasts.
Fidelity's Event alerts provide yet another important alert function. These alerts notify you about any material change regarding any bond holdings in your portfolio. These alerts include upgrades/downgrades, creditwatch notifications and call notices and are sent only if one of your positions experiences such a change.
For customers wishing to sell a bond or CD, Fidelity offers the Request a Bid Quote alert. This alert provides a timely alert if a bid is identified on a position you'd like to sell from your account. This alert is sent only when you request a live bid quote on one of your bonds.
Customers also have the opportunity to receive the Bond/CD Redemption alert. While customers also have a choice to receive paper notification, this alert is more timely and is sent only when a bond or CD position matures or is subject to call or mandatory put.
Along with the many alerts already described, Fidelity also offers Auto Roll alerts. The Auto Roll Program provides a service to customers who wish to automatically invest the principal of maturing treasury and CD securities into a new treasury or CD. The assortment of Auto Roll alerts provides subscribers with timely information to stay abreast of any positions enrolled in this automated solution.
For those interested in fixed income or credit markets research, Fidelity offers a Research/Education alert. This alert provides you with timely commentary by Fidelity's Market Analysis, Research, and Education (MARE) group, a unit of FMRCo.
How do I subscribe?
To access Fidelity's Fixed Income Alerts, you need to be logged into your portfolio. Once logged in, follow these simple steps:
From the Fidelity.com Homepage:
- Click on “Research”
- Choose “Alerts”
- Select “Fixed Income”
At this point, you’ll be brought to the menu of Fidelity’s Fixed Income Alerts. To subscribe, click “Create New Alert” and follow the easy steps. Once subscribed, these alerts are automatically sent out to you.
How do I unsubscribe?
Follow the same steps as you would to subscribe. Once you find yourself on the Fidelity Fixed Income Alerts menu, select the alert you wish to unsubscribe. In the Action section, click “Delete”. Click “Delete” again to confirm your desire to unsubscribe from the alert.
