Get Fidelity Advisor Entity New Account Application Form 2013-2025

This guide provides clear steps to help you successfully complete the Fidelity Advisor Entity New Account Application Form online. Whether you are an experienced user or new to digital forms, this comprehensive resource aims to guide you through each section with ease.

Follow the steps to complete your application effectively.

1. To obtain the form, click the ‘Get Form’ button and open it in your preferred document editor.
2. Begin with the Account Registration section. Select the appropriate registration type from options such as Individual, Joint, or Custodial Account (UGMA/UTMA). Ensure to include the name of the custodian and their Social Security Number.
3. Complete the Personal Information section by including the Owner/Custodian's name, date of birth, and citizenship details. Make sure to fill in all required fields accurately.
4. Fill in the Mailing Address, ensuring that the correct street address, city, state, and zip code are provided. If the mailing address differs from the residential address, complete the U.S. Residential Address section as well.
5. In the Financial Advisor Information section, appoint a Financial Advisor by entering their firm and representative details, ensuring that all necessary information is completed.
6. Proceed to the Investment Options section. Here, specify your investment choices, including funds and share classes. Review the minimum investment requirements as indicated.
7. If applicable, complete Section 4 to enroll in the Smart Payment Program for income funds and provide the necessary payment preferences.
8. In Sections 5 and 6, indicate your preferences for Dividend and Capital Gains distributions. Choose whether to reinvest dividends or receive cash payments.
9. Select a Cost Basis Method in Section 7. Familiarize yourself with the options, as this choice will affect future transactions.
10. Complete Section 8 by providing your bank information for establishing the Fidelity Advisor Money Line, if desired. Make sure all bank account owners sign where needed.
11. Fill out any additional sections as required based on your selections, including tax withholding options and householding preferences.
12. Finally, in Section 11, provide signatures and dates from all necessary parties. Ensure all signatures are guaranteed when required.
13. Review all completed sections for accuracy. Save changes, and prepare to download, print, or share your application form as needed.

Start filling out your Fidelity Advisor Entity New Account Application Form online today for a seamless investment experience.