| Authority Level |
Allows Someone Other than the Owner to: |
| Inquiry Access |
View your account(s) when they are logged in to Fidelity.com, make inquiries concerning the account, such as obtaining account balances. |
| Full Trading Authorization |
Place orders in an account, request disbursements, and/or make inquiries concerning the account, such as obtaining account balances. |
| Limited Trading Authorization |
Place orders in an account and/or make inquiries concerning the account, such as obtaining account balances, but not able to request disbursements. |
| Power of Attorney |
Act on behalf of the account owner. This includes, but is not limited to, placing orders in an account, requesting disbursements of funds, and changing an address. |
| Trustee Certification |
Certifies the authority of the
trustee(s) of a trust to send orders and other instructions to Fidelity and execute documents on behalf of the trust account holder. |
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