FAQs: How to Create a Relationship Household
Does everyone have to live at the same address?
Yes, but there are some exceptions. A household may include an annuity that is jointly owned by someone who resides at a different address than the household.
What's the difference between establishing a statement household vs. a relationship household?
Establishing a statement household reduces the volume of mail you receive from us by combining the statements for accounts belonging to family members living under the same roof into one envelope. Statement householding does not tally your assets and has no bearing on your trading levels or benefits. On the other hand, creating a relationship household is for the express purpose of combining assets in order to earn additional benefits and features.
Do I have trading authority and/or access to accounts that I household?
No, you will not be able to see the account and trading information for all householded accounts. You can learn about the authorization levels and how to grant someone access to your accounts on the How to Authorize Others to Access Your Accounts page.
How do I undo a householding that I no longer want?
You can undo a householding by calling a representative or sending in a written letter signed by all account owners to the following address:
PO Box 770001
Cincinnati, OH 45277-0002
Does creating a relationship household automatically combine my statements with everyone's in the household?
No, creating a relationship household doesn't combine your statements. See How to Combine Household Statements and Mailings to sign up for combined statements and mailings if you want just one statement.
Where can I find more information about the different service levels?
You can review Fidelity's Wealth Management page. Services and pricing benefits could include but are subject to change: fee waivers, cash management features, newsletters and magazines, planning and guidance.