Fidelity bank account opening form 2025

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Requirements for Opening Accounts Name. Tax identification number. Valid government photo identification issued at least 30 days ago. Date of birth. Mailing and physical address (if different) Contact phone number. Mothers maiden name (for additional security) Citizenship/Residency status.
If you do not have an existing account at Fidelity, you may also open the Fidelity Account, our full service brokerage account for trading and investing. Choose one of these options to get started: Open both a Fidelity Cash Management Account and a Fidelity Account in one easy online session.
Whats Needed to Open a Personal Account Name. Tax identification number. Valid government photo identification issued at least 30 days ago. Date of birth. Mailing and physical address (if different) Contact phone number. Mothers maiden name (for additional security) Citizenship/Residency status.
Yes. To open a bank account online, you must authorize Fidelity Bank to obtain information from your personal credit profile from credit reporting agencies.
In most cases, it takes only a few minutes to complete the EFT setup process. However, if we are unable to verify your bank account ownership, you may be asked to upload additional documentation, like a check. If we cannot instantly verify your information, the process could take up to 7-10 days.
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