Brokeragelink participant acknowledgment form 2025

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The Fidelity BrokerageLink® Participant Acknowledgement Form outlines the terms and conditions for participants in a retirement benefit plan to exercise limited trading authority through a BrokerageLink account. It emphasizes that the plan does not evaluate or monitor investments, placing full responsibility on the participant for their investment choices. The document details procedures for account setup, identity verification, investment objectives, and associated fees. It also includes information about trading options, dividend reinvestment, and the roles of Fidelity and its affiliates in managing the account. Participants must acknowledge their understanding of these terms by signing the form.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is a BrokerageLink account in Fidelity?

The only way to fund or make additional investments in a BrokerageLink account is by a transfer of assets from your Plan. This can be accomplished online via NetBenefits or by calling your Plans toll-free telephone number during regular Plan hours, Monday through Friday.

How do I transfer money from my 401k to BrokerageLink?

Depending on the type of 401(k) plan you choose, you could get the tax benefits when you contribute the money (traditional) or when you make withdrawals in retirement (Roth). While traditional 401(k) plans are more common, many employers now offer Roth 401(k)s as well.

Is Fidelity BrokerageLink a 401k?

If you are one of the 22 million investors with a retirement plan at Fidelity, you may have access to an option within your plan that could dramatically improve the success of your 401k. Fidelitys BrokerageLink option is a self-directed brokerage account within the 401k or 403b plan.

Is BrokerageLink still a 401k?

BrokerageLink is an integrated brokerage service which gives you access to additional investment products for your retirement savings. BrokerageLink accounts are housed within your 401(k) plan; therefore, transfers from your 401(k) to your BrokerageLink account are not considered withdrawals, and are not taxable.

Is a BrokerageLink account taxable?

Fidelity BrokerageLink is a self-directed brokerage account that gives participants access to thousands of mutual funds from many different mutual fund companies.

Is a brokerage account a 401k?

0:44 3:03 Account when filling out the paperwork. Make sure to include all the required. Information such asMoreAccount when filling out the paperwork. Make sure to include all the required. Information such as your account numbers and the amount youre transferring.

Brokeragelink participant acknowledgment form 2025

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