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New Fidelity Account

Print Reset Save Questions? Go to or call 800-343-3548. New Fidelity Account Trust Brokerage Use this application to open a Fidelity Account for a trust. To open other Account types, visit for the appropriate form. Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room for information or signatures, make a copy of the relevant page. Important to Understand Additional Documentation Requirements By signing this application, you acknowledge that: For domestic trusts, certification of trust can be accomplished F. idelity Brokerage Services LLC ( FBS ) will perform brokerage by signing this form.

• In this application, “You,” “you,” and “your” refers to all account holders, including individual, joint, trustees, and/or custodians. Each of the account holders agrees that any account holder has authority to act on behalf of this account. • For domestic trusts, certification of trust can be accomplished by signing this form.

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