Fidelity advisor website

    • [PDF File]PDF Fidelity Investments Registered Investment Advisor ...

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      Fidelity Investments Registered Investment Advisor Authorization Form This Authorization Form may be used to do the following: For Plan Participants: 1. Authorize Fidelity Investments ("Fidelity") to provide your retirement savings plan account information to your Investment Advisor identified in Section 1B. 2.

    • [PDF File]PDF Fidelity Advisor® Diversified Intl Z FZABX - Voya Financial

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      Fidelity Advisor® Diversified Intl Z FZABX ... For performance data current to the most recent month-end please visit the website listed under Operations and Management on this page. Portfolio Analysis as of 05-31-19 Composition as of 05-31-19 % Assets

    • [PDF File]PDF Class/Ticker

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      shareholder reports, you may contact your financial intermediary or, if you are a Fidelity customer, visit Fidelity's website, or call Fidelity at the applicable toll-free number listed below. Your election to receive reports in paper will apply to all funds held with ... Advisor Sold Accounts ...

    • [PDF File]Fidelity Advisor Series Growth Opportunities Fund

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      Fidelity Advisor® Series Growth Opportunities Fund 23.13% 14.79% 15.10% A From November 7, 2013 $10,000 Over Life of Fund Let's say hypothetically that $10,000 was invested in Fidelity Advisor® Series Growth Opportunities Fund on November 7, 2013, when the fund started.

    • [PDF File]PDF Fidelity Personalized Planning & Advice at Work Terms and ...

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      website at www.adviserinfo.sec.gov. 2 Summary of Material Changes ... services or by a Fidelity advisor is separate and distinct from the Program Services. If you choose to implement some, or all, of the planning recommendations through Fidelity

    • [PDF File]Help Protect Your Firm and Clients from Cyber Fraud

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      According to Fidelity Investments 2017 Financial Advisor Cybersecurity Study, nearly two-thirds of the firms surveyed are planning to invest more time/money and resources toward cybersecurity in 2018 compared to 2017.1. Threats grow more sophisticated: Just as technology advances, so do the . tools cyber criminals use to steal from clients.

    • [PDF File]PDF 2019 Advantage Guide e.com

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      for AARP plans on our website, these plans are available to you. Your licensed benefit advisor can give you information on AARP plans during your call to enroll. Help Me Choose Help Me Choose simplifies the search process by matching your needs to the plans that offer a good fit. All you need to do is answer some easy questions.

    • [PDF File]PDF Fidelity Advisor Series Small Cap Fund/FSSFX - VALIC

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      Fund/Ticker Fidelity Advisor® Series Small Cap Fund/FSSFX Shares are offered only to certain other Fidelity® funds. Prospectus January 29, 2019 Beginning on January 1, 2021, as permitted by regulations adopted by the Securities and Exchange Commission, paper copies

    • [PDF File]PDF US Small/Mid Cap Equity Index Fund

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      administrator, advisor, auditor, board of directors, custodial, distribution (12b-1), legal, organizational, professional, registration, shareholder reporting, sub-advisor, and transfer agency. The expense ratio does not reflect the fund's brokerage costs or any investor sales charges. Morningstar RatingTM

    • will contribute. 2 much you 1 necessarytheforms. - ADP

      and income funds, respectively (2.75% for Fidelity Advisor Floating Rate, Fidelity Advisor Intermediate Bond, and 1.5% for Fidelity Advisor Short-Fixed Income and Fidelity Advisor Ultra-Short Bond), or such other amount as may be provided for in the applicable prospectus.

    • [PDF File]PDF Fidelity Wealth Services

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      Fidelity Developed ex North America Focus Index (Net). There is no additional SMA Fee with respect to the Fidelity Strategic Advisers International Equity SMA and the Fidelity Strategic Advisers Tax-Managed International Equity Index SMA. However, there is an additional SMA Fee of up to 0.40% with respect to

    • [PDF File]PDF Authorization and Termination

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      Registered Investment Advisor BrokerageLink® Authorization and Termination.. 007480401 se this form to add or remove your Authorized agent/Advisor to your selfdirected broerage account, BroerageLin. Your Authorized agent/Advisor will be able to place trades and provide investment instructions to Fidelity on your behalf.

    • [PDF File]PDF Fidelity Advisor® New Market Income Fund - Class M

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      Fidelity Advisor® New Market Income Fund - Class M Release Date 06-30-19 ... Past performance is no guarantee of future performance. Visit our investment website at www.morningstar.com.

    • [PDF File]PDF Fidelity Advisor® Equity Growth Fund - Class M

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      Fidelity Advisor® Equity Growth Fund - Class M Release Date 06-30-19 ... Past performance is no guarantee of future performance. Visit our investment website at www.morningstar.com.

    • [PDF File]PDF Download the NetBenefits Mobile App! - Fidelity Investments

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      Download the NetBenefits® Mobile App! Easily access all of your Fidelity workplace accounts — anytime, anywhere. VIEW View account balance, investments, personal rate of return, next steps, and more ACT Change contributions or investments, update your profile or beneficiaries, send paperwork, and more PLAN See how much you may

    • [PDF File]PDF Fidelity Advisor New Insights Ret Opt

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      The Fidelity Advisor New Insights Ret Opt, a TLIC Separate Account, invests exclusively in the Fidelity Advisor New Insights Fund (Class I Shares), a mutual fund (Fund). Investment Objective & Strategy The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in domestic and foreign issuers.

    • [PDF File]PDF Fidelity Advisor New Insights Fund - RightProspectus

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      Fidelity Advisor® New Insights Fund Class/Ticker A/FNIAX M/FNITX C/FNICX I/FINSX Z/ FZANX Prospectus March 1, 2019 Beginning on January 1, 2021, as permitted by regulations adopted by the Securities and Exchange Commission, paper copies

    • [PDF File]PDF Fidelity Advisor® New Insights Fund - Class M

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      Fidelity Advisor® New Insights Fund - Class M Release Date 06-30-19 ... Past performance is no guarantee of future performance. Visit our investment website at www.morningstar.com.

    • [PDF File]PDF Auditors Guide - Fidelity Investments

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      through your Fidelity Client Service Team. 1.3 How to Work With Fidelity There are several lines of communication available to plan sponsors and auditors. 1. Plan Sponsor WebStation (PSW®) - Fidelity will publish all reports for our clients and auditors through PSW® on the ZAdminister Plans [ > ZPlan Year End Summary Reports [ page.

    • [PDF File]PDF Fidelity Advisor® New Insights Fund - Class I

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      Fidelity Advisor® New Insights Fund - Class I Release Date 06-30-19 ... Past performance is no guarantee of future performance. Visit our investment website at www.morningstar.com.

    • [PDF File]PDF Fidelity Advisor® New Insights I FINSX - Voya Financial

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      Fidelity Advisor® New Insights I FINSX ... Name of Issuer Fidelity Investments Telephone 877-208-0098 ... For performance data current to the most recent month-end please visit the website listed under Operations and Management on this page.

    • [PDF File]PDF Fidelity Advisor Freedom 2035 Fund (Class A)

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      Fidelity Advisor Freedom 2035 Fund (Class A) Category: Target Date 2031-2035 Target-date portfolios provide a diversified exposure to stocks, bonds, and cash for those investors who have a specific date in mind (in this case, the years 2031-2035) for retirement or another goal. These portfolios aim to provide investors with an optimal level of ...

    • [PDF File]PDF Fidelity's Services and Compensation

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      Fidelity's Services and Compensation . Fidelity and its affiliates ("the Fidelity Companies") and parties with whom Fidelity has a material financial relationship provide a range of services to your workplace savings plan or which they mayf receive compensation. hese serviceT s include investment management,

    • [PDF File]PDF 5 Ways to Protect Yourself from Cyber ... - Fidelity Investments

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      Approved for use in Advisor and workplace markets. Firm review may apply. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 ... a Fidelity Representative will o˚er to enroll you—you'll need to provide Fidelity consent to create your

    • [PDF File]Fidelity Advisor Growth Opportunities Fund

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      Fidelity Advisor® Growth Opportunities Fund Class/Ticker A/FAGAX M/FAGOX C/FACGX I/FAGCX Z/ FZAHX Prospectus January 29, 2019 Beginning on January 1, 2021, as permitted by regulations adopted by the Securities and Exchange Commission, paper copies

    • [PDF File]PDF Fidelity Charitable Policy Guidelines: Program Circular

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      FIDELITY CHARITABLE® POLICY GUIDELINES This Program Circular ("Circular") describes the donor-advised fund program of Fidelity Charitable, as well as important policies, procedures, and benefits associated with establishing and maintaining a donor-advised fund ("Giving Account®") at Fidelity Charitable. Fidelity Charitable is the brand

    • [PDF File]PDF Selling Shares in Your Fidelity Account

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      Selling Shares in Your Fidelity Account® Shares from your stock plan must be deposited into your Fidelity Account® and may need to meet certain conditions* before they can be sold for cash. If those conditions are met, here are steps on how to trade in order to sell your shares. Placing a trade to sell stock 1 4

    • [PDF File]PDF Protect Your Employee Benefit Plan With An ERISA Fidelity Bond

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      Protect Your Employee Benefit Plan With An ERISA Fidelity Bond The Employee Retirement Income Security Act (ERISA) sets rules and standards of conduct ... You may want to consult with your ERISA advisor or a fidelity bonding provider. In ... Employee Benefits Security Administration's Website ...

    • Summary Prospectus

      shareholder reports, you may contact your financial intermediary or, if you are a Fidelity customer, visit Fidelity's website, or call Fidelity at the applicable toll-free number listed below. Your election to receive reports in paper will apply to all funds held with ... Advisor Sold Accounts ...

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