Important Brokerage Account Agreements, Disclosures, Terms, and Associated Documents
As agreed by you in the applicable account application and agreement, Fidelity is providing you with access to the following Account Documents (as defined in the applicable account application). As you acknowledged and agreed, the applicable Account Documents referenced in your account application may be amended by Fidelity from time to time. All current versions of the Account Documents will be posted here for your reference.
This page has been organized to help you find documents related to your specific account and relationship with Fidelity. This page includes account documents for most account types, and you are only bound to those applicable Account Documents referenced in your account application(s). If at any time you have questions about your account(s) or relationship with Fidelity, please contact your Authorized agent/Advisor.
Important Fidelity retirement client agreements and required disclosures
- Advisor Managed Premiere Select® IRA or Inherited IRA Documents
- Fidelity Family Office Services Premiere Select® IRA Documents
- Individual-Directed Premiere Select® IRA or Inherited IRA Documents
- Advisor Managed Defined Contribution Retirement Plan Self-Employed 401(k) Account Documents
- Advisor Managed SIMPLE IRA Documents
- Defined Contribution Retirement Plan Profit Sharing or Money Purchase Plan Account Documents
- Retirement Plan ERISA, Governmental 457(b), or Non-ERISA 403(b) Account Documents
Important Fidelity nonretirement client agreements and required disclosures
- Advisor Managed Personal, Business, or Trust Account Documents
- Fidelity Family Office Services Personal, Business, or Trust Account Documents
- Health Savings Account (HSA) Application for Advisor Managed Account Documents
- Advisor Managed Fidelity Non-Prototype Retirement Account Documents
- Advisor Managed Collateral Account Documents
- Individual-Directed Personal, Business, or Trust Account Documents
- Advisor Master Account and Block Trading Suspense Account Documents
- Delivery vs. Payment/Receipt vs. Payment Account Documents
- Administrative Trustee Services Trust Account Questionnaire Account Documents
- Tribe Only Business Account Documents
Important Fidelity separately managed account client agreements and required disclosures
- Separately Managed or Fidelity Managed Account XchangeSM Personal, Business, or Trust Account Documents
- Separately Managed or Fidelity Managed Account XchangeSM Premiere Select® IRA Documents
- Fidelity Family Office Services Separately Managed Personal, Business, or Trust Account Documents
- Fidelity Family Office Services Separately Managed Premiere Select® IRA Documents
- Separately Managed Fidelity Non-Prototype Retirement Account Documents