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

Important Fidelity nonretirement client agreements and required disclosures

Important Fidelity separately managed account client agreements and required disclosures