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  • I/we Enclose A Fully Executed Copy Of The Trustee ... - Trading - Fidelity

Get I/we Enclose A Fully Executed Copy Of The Trustee ... - Trading - Fidelity

Already submitted my/our Trust instrument and all amendments to Fidelity Personal Trust Company, FSB. OR I/We also enclose my/our Trust instrument and all amendments. 2. For your records, my/our current name, address, and telephone number are as follows: Name: Address: Telephone Number: 3. I/We also have the following accounts with Fidelity Investments: Account numbers: Assuming you do not have any comments concerning the enclosed, I/we will expect to receive a letter acknowledging our submiss.

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You can currently only close brokerage or cash management accounts through the Virtual Assistant as long as they have a zero balance and aren't linked to a crypto account. Call a Fidelity representative at 800-343-3548 to close all other accounts.

Today, Fidelity International handles investments for clients in Europe, Canada, EMEA and Asia, while the US-based Fidelity Management and Research handles investments for clients in the USA.

Fidelity does not provide discretionary asset management services to customers who reside outside the United States. If you move outside the United States, your discretionary asset management relationships will be terminated, and certain mutual funds held in those accounts may be liquidated as part of that termination.

Stock, ETF, and options trades settle 1 business day after the trade date, also described as T+1. For example, if you place an order to buy a call option that is executed on Tuesday, you will see your account debited to pay for the transaction or credited from the proceeds of a sell on Wednesday.

There is no cost to open and no annual fee for Fidelity's Traditional, Roth, SEP, and Rollover IRAs. A $50 account close out fee may apply. Fund investments held in your account may be subject to management, low balance and short term trading fees, as described in the offering materials.

You need to bring your balance to zero, by selling or transferring your assets. Fidelity International has average fees, which influence the cost of closing your account. Transferring your portfolio to a new broker is also an option. Use our Find My Broker tool to find the best new home for your investments.

You can also mail us a letter stating your intent to close the account(s). In this letter, please include your up-to-date mailing address so that we may properly disburse your remaining funds. If your account has a $0.00 balance, you can call our Client Care Center at 1-800-388-4380 to request an account closure.

To help the government fight financial crimes, federal regulation requires Fidelity to obtain your name, date of birth, address, and a government-issued ID number before opening your account, and to verify the information.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232