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PwC Partners

PwC Non-Partners

If you are a PwC Partner, Manager or have certain internal PwC restrictions, you may want to consider a Fidelity Cash Management Account (FCMA). See below for more information.*

For local assistance in NYC, please contact:
Branch Manager
1120 Avenue of the Americas
(at 43rd & 6th)
New York, NY 10036
212-867-6784 ext. 80201

For local assistance in Tampa, please contact:
Branch Manager
3000 Bayport Dr., Ste. 800
Tampa, FL 33607
813-286-7898 ext. 52830

Note: A Fidelity money market fund is the standard default core options when opening a new brokerage account. However, PwC's Compliance Department has informed Fidelity that all PwC employees must default to a non money market core option for their accounts (FCASH for non-retirement accounts and FDIC-Insured Deposit Sweep for retirement accounts). Please be advised that the yield on these core positions may be lower than on Fidelity money market funds. Please review your firm's policy or contact PwC Compliance with any questions concerning your ability to amend these core positions.
Fidelity Investments is one of a select few approved brokers that provides monitoring services to PwC, allowing the PwC compliance group to thoroughly monitor retail brokerage accounts. PwC employees must always follow their internal code of ethics rules and regulations.

* The Fidelity Cash Management account is a brokerage account designed for investing, spending and cash management. Investing excludes options and margin trading. For a more traditional brokerage account, consider the Fidelity Account.®

You could lose money by investing in a money market fund. Although the fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The Fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the Fund's liquidity falls below required minimums because of market conditions or other factors. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Fidelity Investments and its affiliates, the fund’s sponsor, have no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time.
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