Updated Customer Agreements

Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "

We will be updating some of our customer agreements. To learn more about specific changes, please see the updated agreement for your account.

Fidelity^® Account (PDF)
Covers all non-retirement brokerage accounts such as Individual, Joint, Estate, Conservatorship/Guardianship, Custodial (UGMA/UTMA), Other Non-Trust Account, Fidelity Account – Business, and Stock Plan Services
Fidelity^® Investment-Only Non-Prototype Retirement Account (PDF)
Fidelity^® Brokerage 529 Account (PDF)
Fidelity^® ABLE Account (PDF)
Fidelity^® Brokerage Retirement Account (PDF)
Covers Traditional, Rollover, Roth, SEP, SIMPLE, Inherited IRA, and Keogh accounts
Fidelity^® Brokerage Health Savings Account (PDF)
Fidelity^® Cash Management Account (PDF)
Fidelity Go^® (PDF)
Fidelity^® Strategic Disciplines (PDF)
Fidelity^® Wealth Services (PDF)
Fidelity Managed FidFolios^SM (PDF)

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Updated Customer Agreements