How do I view the total amount that I contributed to an account in it’s lifetime? I don’t want to count dividends so the cost basis number doesn’t work.
Hmm good question. I think the only way to do it is manually by going to “Activity & Orders” and exporting to Excel a long enough time period that covers the full history of you account. Then you can sum the rows you want.
It may be worth calling Fidelity and seeing it they know of a simpler way!