Print
Email

Email

Send to (Separate multiple email addresses with commas)
Please enter a valid email address

Your email address
Please enter a valid email address

Message (Optional)

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: "

Email

Your email has been sent.
Share
Share
Mutual Funds and Mutual Fund Investing - Fidelity Investments

Clicking a link will open a new window.
Default text size A
Larger text size A
Largest text size A

Fidelity's Personal Trust Services

Whether selecting Fidelity Personal Trust Company, FSB, (FPTC)¹ as your trustee or co-trustee, you put to work a team of professionals who are committed to adding value to your trust.

Help preserve wealth for future generations

Consider using FPTC if you would like help transferring wealth to your family or other beneficiary through a trust; or, if you would like to potentially avoid probate—the legal process of distributing wealth after death—to maintain privacy and minimize estate-related costs.

If you decide to name FPTC as your trustee or co-trustee, we offer objectivity, continuity, and experience in trust administration. As part of our fiduciary services, we will:

Administer the trust according to its terms.
Communicate regularly with beneficiaries.
Prepare required records, statements, and tax returns.

Whether you name us as trustee or prefer to name another in this capacity, you'll receive the same tax-sensitive investment management.²

A dedicated trust officer will be assigned to all accounts for which FPTC serves as trustee or co-trustee.

Contact us at FidelityTrust@FMR.com

Find an Investor Center

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

1. Fidelity^® Personal Trust Company, FSB, a federal savings bank.

Tax-smart (i.e., tax-sensitive) investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client's account should be bought or sold. Assets contributed may be sold for a taxable gain or loss at any time. There are no guarantees as to the effectiveness of the tax-smart investing techniques applied in serving to reduce or minimize a client's overall tax liabilities, or as to the tax results that may be generated by a given transaction.

Fidelity^® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS, and NFS are Fidelity Investments companies.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

603494.9.0

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Fidelity's Personal Trust Services

Help preserve wealth for future generations

Choose how you want to get started

Additional resources

Questions?

More information

Be prepared with FidSafe

From our experts