Get Fidelity Account Application - Trading - Fidelity

Filling out the Fidelity account application online is a straightforward process. This guide will provide step-by-step instructions to help users complete each section of the form effectively.

Follow the steps to successfully complete your application.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Select the type of account you wish to open. Options include individual, joint, custodial, and others. Make sure to check the box next to your chosen account type.
3. Fill out the account owner’s personal information. This includes the name, Social Security or Taxpayer ID number, date of birth, email, and residential address. Ensure accuracy, as this information will be used for tax reporting.
4. Provide a mailing address if it differs from the residential address. If not, check the box indicating that the mailing address is the same.
5. Indicate your citizenship status by checking the appropriate box. If you are a foreign citizen or non-permanent resident, additional information will be required.
6. Choose your income source and provide relevant details about your employment status, including occupation and employer address if applicable.
7. Complete the 'Associations' section if you or a family member is associated with financial institutions or publicly held companies.
8. If applicable, fill out information for an additional account owner, repeating the steps for their personal and income details.
9. In the financial profile section, check relevant boxes for your investment objective, annual income, and estimated net worth.
10. Select your core position where uninvested funds will be held. Options include a taxable interest-bearing position or specific money market funds.
11. Indicate your initial funding options, such as transferring funds from another firm or depositing a check.
12. If you wish to set up additional ongoing funding options like electronic funds transfer (EFT), complete this section, ensuring to include appropriate documentation such as a voided check.
13. Choose account features like checkwriting or establishing a Fidelity Visa Gold Check Card.
14. Review and sign the account owner section. Ensure to date the form appropriately.
15. Submit the completed form by following the instructions provided on the last page to ensure your application is processed.

Start your application online today and take the first step towards opening your Fidelity account.