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How do I open a Fidelity account in a trust name?

Go to Fidelity.com/openaccount or call 800-343-3548. Use this application to open a Fidelity Account for a trust. To open other account types, visit Fidelity.com/openaccount for the appropriate form. Type on screen or print out and fill in using CAPITAL letters and black ink.

How do you create a trust account?

Open a trust account in just 4 steps A legally established trust with your attorney. A completed trust account application, including personal information of the trustees, the type of trust, the date of the trust, and the trusts tax identification number. Supporting legal trust documents (as detailed below).

Does fidelity do irrevocable trusts?

Estate planning | Revocable and irrevocable trusts | Fidelity.

Can I open a Fidelity account online?

At Fidelity Bank, we make it easy to open a personal checking or savings account online. Choose the account that fits your needs from the bank thats always Right By You. If youre an existing customer, log in to online banking for a simplified account opening experience.

Can Fidelity set up a trust?

We offer a range of trust solutions designed to support your inheritance and estate planning strategies. Here are some of the ways we can help simplify the process for you and your family: Trust administration. Recordkeeping and custody.

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