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Fidelity trust account application

TRUST FIDELITY CASH MANAGEMENT ACCOUNT 2025

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The document is an application form for opening a Fidelity Cash Management Account under a trust. It outlines the necessary steps and information required for account setup, including trust details, beneficial ownership, financial profile, funding options, account features, and optional services. The application must be completed by all trustees and includes sections for signatures and terms and conditions governing the account.

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What is a cash management account used for?

A cash management account is a nonbank cash account typically managed online where you can park your cash, earn competitive interest rates and withdraw money as you need it. What do we mean by nonbank? CMA providers are typically investment advisory firms or broker-dealers (more on this later).

What is a cash management account on Fidelity?

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.

What is the interest rate for Fidelity cash management account?

Fidelity Cash Management Account FDIC-Insured Deposit Sweep Balances3Interest rateAPY$0.00 - $99,999.992.69%2.72%$100,000.00 - AND ABOVE2.69%2.72%

Can I withdraw from my Fidelity cash management account?

Online Withdrawal To initiate an online cash withdrawal, simply log in to your Fidelity account and go to the Transfer tab. From there, select Withdraw Money and choose the amount and account for the funds to be deposited into. Confirm the transaction, and youre all set!

Can I put my Fidelity account in a trust?

To change the ownership to a trust on your Fidelity Personal Retirement Annuity, Fidelity Retirement Reserves Annuity, or Fidelity Growth and Guaranteed Income Annuity, please use the Ownership Change to Trust (PDF) form.

TRUST FIDELITY CASH MANAGEMENT ACCOUNT 2025

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