Funding Account Agreement - Fidelity 2025

1. Click ‘Get Form’ to open the Funding Account Agreement in the editor.
2. Begin by filling out your personal information in the General Information section, including your name, date of birth, and address. Ensure that all details match your government-issued identification.
3. In the Nature of Services Provided section, review the terms regarding how funds will be transferred and ensure you understand your responsibilities as an account holder.
4. Proceed to the Electronic Funds Transfer (EFT) section. Enter your bank account details carefully, ensuring that at least one common name matches between your bank and Fidelity accounts.
5. Review the Liability for Costs of Collection section. Acknowledge your agreement to cover any obligations or costs associated with your accounts.
6. Finally, read through the Termination of Account and Predispute Arbitration Agreement sections thoroughly before signing. This ensures you are aware of all terms related to account closure and dispute resolution.

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