Get Fidelity Trading Authority Form

The Fidelity Trading Authority Form is essential for granting or modifying trading authority to an authorized agent. This guide will support you in completing the form accurately and efficiently online, ensuring that all necessary information is entered correctly for timely processing.

Follow the steps to fill out the Fidelity Trading Authority Form online

1. Click ‘Get Form’ button to access the Fidelity Trading Authority Form online and open it in the editing interface.
2. Enter the required information in Section 1 regarding all account owners. Make sure to list all co-owners, trustees, or custodians.
3. In Section 2, specify the Fidelity account numbers to which the trading authority will apply. If there are more accounts, replicate this section as needed.
4. In Section 3, indicate your instructions regarding the level of trading authority you wish to grant—either Limited Trading Authority or Full Trading Authority—for the accounts listed and specify if you want to withdraw authority from any existing agents.
5. Proceed to Section 4, where all account owners must read and sign to acknowledge the agreement and grant authority to the designated agent listed in Section 5.
6. In Section 5, the authorized agent must complete their personal information, including their relationship to the account owner, and sign to accept the authorized role.
7. If applicable, the Keogh administrator or employer must complete and sign Section 6 to consent to the authorized agent's appointment.
8. Once all sections are completed and signed, finalize by saving your changes, and you may then download, print, or share the completed form as desired.

Complete your Fidelity Trading Authority Form online today to ensure smooth trading authorization.