Get Fidelity Brokerage Account Application - Acela Capital

Completing the Fidelity Brokerage Account Application - ACELA Capital online is a straightforward process if you follow the right steps. This guide provides clear instructions to help you fill out the application correctly and efficiently.

Follow the steps to properly fill out the online Fidelity Brokerage Account Application.

1. Click ‘Get Form’ button to obtain the form and access it in the editor.
2. Fill in the personal information section, including your name, date of birth, and address. Ensure that all information is accurate and consistent with your identification documents.
3. Select the type of registration you are applying for — individual, joint, trust, etc. Make sure to check only one type.
4. Complete the funding section if you are transferring assets from an existing Fidelity account. Enter the correct account number and details.
5. In the personal information section, fill in details such as Social Security number and contact information. Ensure the mailing address is not that of your authorized agent/advisor.
6. Answer questions regarding your employment status and affiliations. Ensure that you provide complete and truthful information as required.
7. Read and agree to the terms in the agreement section. It is crucial that you understand all obligations and agreements related to your account.
8. Review your application for accuracy. Make any necessary corrections before submission.
9. Once all sections are completed and verified, you can save changes, download, print, or share the form as needed.

Start your application online today and take the first step towards managing your investments with Fidelity.