Download the Fidelity Mutual Funds Only Change of Account Ownership Form Supporting Documents

Please agree to the electronic delivery of the documents that will govern your account. You can then download the form on the next page.

Open, read, and retain the form's supporting documents

Privacy Policy
Learn about how and why Fidelity collects your personal information.

Fidelity Brokerage Services LLC Customer Relationship Summary (PDF)

Fidelity Brokerage Services LLC Products, Services, and Conflicts of Interest (PDF)

These PDFs explain the relationships and services our firm offers to investors, including fees and costs, conflicts of interest, and standards of conduct.


We encourage you to save these documents for future reference.

You can have paper copies mailed to you by calling 800-343-3548.

Agree that we have provided you with the supporting documents online

By selecting I Agree, you consent to electronic delivery of the Fidelity Privacy Policy, the Fidelity Brokerage Services LLC Customer Relationship Summary, and the Fidelity Brokerage Services LLC Products, Services, and Conflicts of Interest documents.

Download PDF
I Agree

The form will be available on the next page.