Fidelity personal advisor services
[PDF File] Fidelity Advisor Transfer on Death (TOD) Account Registration
http://5y1.org/file/10589/fidelity-advisor-transfer-on-death-tod-account-registration.pdf
Accounts.Fidelity.com 888-321-7349: Fidelity Investments Institutional Operations Company LLC (FIIOC) Regular: P.O. Box 770002, Cincinnati, OH 45277-0082 Overnight: 100 Crosby Parkway, KC1G, Covington, KY 41015 Instructions for : Shareholders: Instructions for Financial Representatives: 1. Under “Manage Accounts, Other Services,” …
[PDF File] FIDELITY STRATEGIC DISCIPLINES - Fidelity Investments
http://5y1.org/file/10589/fidelity-strategic-disciplines-fidelity-investments.pdf
Non-Discretionary Advisory Services. FMR also provides non-discretionary model portfolio services to its affiliate Strategic Advisers LLC in connection with the Program. Regulatory Assets Under Management. As of December 31, 2023, FMR managed $3,964,385,404,655 of client assets on a discretionary basis.
[PDF File] Form 1099-SA | Health Savings Account | Fidelity
http://5y1.org/file/10589/form-1099-sa-health-savings-account-fidelity.pdf
National Financial Services LLC Agent for Fidelity Personal Trust Company P.O. Box 28019 Albuquerque, NM 87125-8019 CUSTOMER NAME ADDRESS CITY STATE ZIP ... consult your tax advisor or IRS forms and publications, or visit the IRS at www.irs.gov for Instructions for Form 8889, 1099-SA, 5498-SA, IRS Publication 969, “Health Savings …
[PDF File] Fidelity Wealth Advisor Solutions® Program Fundamentals
http://5y1.org/file/10589/fidelity-wealth-advisor-solutions-program-fundamentals.pdf
Fidelity Personal and Workplace Advisors LLC 245 Summer Street, V2A Boston, MA 02210 800.544.3455 Fidelity.com March 28, 2023 ... services for the Fidelity Wealth Advisor Solutions® program (herein, the “Service” or “WAS”). As of December 31, 2022, FPWA had $652,548,367,853 in discretionary assets under management. ...
[PDF File] 2023 Tax-Exempt Income from Fidelity Funds
http://5y1.org/file/10589/2023-tax-exempt-income-from-fidelity-funds.pdf
Your state tax return will contain specific instructions for reporting dividends, including tax-exempt interest dividends. You may also wish to consult your tax advisor, who is most familiar with your circumstances and the laws of your home state. If you have any questions, please call our client services line at 800-544-6666.
[PDF File] Retail advisory offerings available through Fidelity Personal …
http://5y1.org/file/10589/retail-advisory-offerings-available-through-fidelity-personal.pdf
2 Fidelity Go®, Fidelity® Personalized Planning & Advice, and Fidelity® Strategic Disciplines are advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Fidelity® Strategic Disciplines includes the Breckinridge Intermediate Municipal Strategy, the Fidelity® Equity-Income Strategy, the …
[PDF File] Fidelity Brokerage Services CUSTOMER RELATIONSHIP …
http://5y1.org/file/10589/fidelity-brokerage-services-customer-relationship.pdf
Fidelity Personal and Workplace Advisors LLC CLIENT RELATIONSHIP SUMMARY Effective as of March 28, 2023. Fidelity Personal and Workplace Advisors LLC (“FPWA”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Investment advisory and brokerage services and fees differ, and it is
[PDF File] AdministrativeTrusteeService
http://5y1.org/file/10589/administrativetrusteeservice.pdf
• Investment advisor servicing clients on the Fidelity Brokerage Services LLC or National Financial Services LLC platforms • $50 million in total assets under management • In business for three years, or equivalent experience • Ability to vote proxies on behalf of the trust • Ability to manage assets on a discretionary basis.
[PDF File] Compensation Disclosure | Fidelity - Fidelity Investments
http://5y1.org/file/10589/compensation-disclosure-fidelity-fidelity-investments.pdf
Compensation Disclosure. We believe the more we can make. investing and financial planning. clear and simple, the more confident you’ll be about. the decisions you make. This document describes the compensation received by certain representatives of Fidelity Brokerage Services LLC (“FBS”) , Fidelity Personal and Workplace Advisors ...
[PDF File] Guide to Brokerage and Investment Advisory Services at …
http://5y1.org/file/10589/guide-to-brokerage-and-investment-advisory-services-at.pdf
Fidelity’s Investment Advisory Services. Our investment advisory services are provided through Fidelity Personal and Workplace Advisors, LLC (“FPWA”), an investment adviser registered with the SEC under the Investment Advisers Act of 1940 (the “Advisers Act”). For workplace savings accounts, advisory services are provided jointly ...
[PDF File] Fidelity® Strategic Disciplines
http://5y1.org/file/10589/fidelity-strategic-disciplines.pdf
Fidelity Personal and Workplace Advisors LLC 245 Summer Street, V2A Boston, MA 02210 617.563.7000 ... to their advisory services program brochure (also referred to as the Form ADV Part 2A). ... is the sub-advisor for the Fidelity Intermediate Municipal Strategy and the Fidelity Limited
[PDF File] Products, Services, and Conflicts of Interest - Fidelity …
http://5y1.org/file/10589/products-services-and-conflicts-of-interest-fidelity.pdf
affiliated with FBS including Fidelity Personal and Workplace Advisors LLC (“FPWA”), Fidelity Institutional Wealth Adviser LLC (“FIWA”) or a third party, such as a registered investment advisor, retirement plan administrator, bank, or family office (collectively referred to as an “Intermediary” or “Intermediary Accounts”).
[PDF File] Fidelity Brokerage Services CUSTOMER RELATIONSHIP …
http://5y1.org/file/10589/fidelity-brokerage-services-customer-relationship.pdf
Fidelity Personal and Workplace Advisors LLC CLIENT RELATIONSHIP SUMMARY Effective as of March 28, 2023. Fidelity Personal and Workplace Advisors LLC (“FPWA”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Investment advisory and brokerage services and fees differ, and it is
[PDF File] Fidelity Go® | Program Fundamentals ADV2As ADV2B
http://5y1.org/file/10589/fidelity-go-program-fundamentals-adv2as-adv2b.pdf
Program Fundamentals. Fidelity Personal and Workplace Advisors LLC 245 Summer Street, V2A Boston, MA 02210 800.343.3548 Fidelity.com. March 28, 2024. This brochure provides information about the qualifications and business practices of Fidelity Personal and Workplace Advisors LLC (“FPWA”), a Fidelity Investments® company, as well as ...
[PDF File] Guide to Brokerage and Investment Advisory Services at …
http://5y1.org/file/10589/guide-to-brokerage-and-investment-advisory-services-at.pdf
Brokerage services provided by Fidelity Brokerage Services LLC, a Fidelity Investments company and a member of NYSE and SIPC. Custody and other services provided by National Financial Services LLC, a Fidelity Investments company and Member of NYSE and SIPC. Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, …
[PDF File] Fidelity Personal Trust Company, FSB Special Provisions
http://5y1.org/file/10589/fidelity-personal-trust-company-fsb-special-provisions.pdf
Brokerage services are provided by Fidelity Brokerage Services LLC, 900 Salem Street, Smithfield, Rhode Island 02917, a Fidelity Investments company and a Member of NYSE and SIPC. Custody and other services are provided by National Financial Services LLC, a Fidelity Investments company and a Member of NYSE and SIPC. 546267.2.
[PDF File] Fidelity Advisor Communication Services Fund
http://5y1.org/file/10589/fidelity-advisor-communication-services-fund.pdf
Class I:$25,482 Class Z:$25,651. Includes changes in share price and reinvestment of dividends and capital gains. Classes A, C, M, I, and Z are classes of Fidelity Select Communication Services Portfolio. • Classes I and Z are available only to eligible investors as described in the fund’s prospectus.
[PDF File] Guide to Brokerage and Investment Advisory Services at …
http://5y1.org/file/10589/guide-to-brokerage-and-investment-advisory-services-at.pdf
This brochure highlights important differences between the brokerage and investment advisory services that may be provided to you as part of your relationship with Fidelity Investments (“Fidelity”, “we”, or “us”). Depending on your individual goals and investment objectives, our representatives may assist you with brokerage services ...
[PDF File] Brokerage Commission and Fee Schedule - Fidelity …
http://5y1.org/file/10589/brokerage-commission-and-fee-schedule-fidelity.pdf
65¢ per contract Rep-Assisted $32.95 per trade + 65¢ per contract Buy-to-close orders placed online for options priced 0¢ to 65¢ are commission-free and are not subject to per contract option fees. For trades placed on other channels, you will not be charged a per contract fee when the contract price is 65¢ or less.
[PDF File] Portfolio Advisory Services About Performance - Fidelity …
http://5y1.org/file/10589/portfolio-advisory-services-about-performance-fidelity.pdf
The Fidelity Go composite portfolio performance information is net of the net advisory fee. Effective November 1, 2022, the Fidelity Go advisory fee schedule changed to a tiered schedule of no advisory fee for account balances less than $25,000 and 0.35% annually for balances of $25,000 and over. From August 1, 2020 to October 31, 2022 ...
[PDF File] Fidelity Brokerage Services CUSTOMER RELATIONSHIP …
http://5y1.org/file/10589/fidelity-brokerage-services-customer-relationship.pdf
1.9898973.103. Fidelity Personal and Workplace Advisors LLC CLIENT RELATIONSHIP SUMMARY. Effective as of March 28, 2023. Fidelity Personal and Workplace Advisors LLC (“FPWA”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Investment advisory and brokerage services and fees differ, and it is …
[PDF File] Fidelity Personal Retirement Annuity
http://5y1.org/file/10589/fidelity-personal-retirement-annuity.pdf
The Contract is issued by and subject to the risks related to Fidelity Investments Life Insurance Company (“FILI, “we”, or “us”). The obligations, guarantees, and benefits of the Contract are subject to FILI’s claims-paying ability. FILI has an A+ Financial Strength Rating from AM Best as of February 16, 2022. 1.
[PDF File] Fidelity Personal Trust Services
http://5y1.org/file/10589/fidelity-personal-trust-services.pdf
Personal Trust is part of Fidelity’s holisticplanning value proposition, and is attractive to new and existingclients withthe ability to maintainassets over multiplegenerations. Deepening of client relationships. Assistance with next generation and planning. Consolidation of accounts across custodians. Retention of assets.
[PDF File] Institutional Insights Three principles of holistic wealth …
http://5y1.org/file/10589/institutional-insights-three-principles-of-holistic-wealth.pdf
of services to include life planning, small business consulting, and long-term care decisions. Holistic Wealth Planning delivers value at all levels of the Advice Value Stack®. The demand for more service exists: Fidelity research found that 28% of millionaires want their financial advisor to provide more comprehensive services.1 Advice
[PDF File] OPEN THE DOOR TO YOUR WEALTH’S FULL POTENTIAL
http://5y1.org/file/10589/open-the-door-to-your-wealth-s-full-potential.pdf
Whether a Fidelity advisor provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose. Clients with $500,000 or more at Fidelity may qualify for a single point of contact for ... †Fidelity® Personal Trust Company, FSB, a federal savings bank.
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