| A designated person such as a spouse or advisor can be granted either limited trading authority or full trading authority on an account. |
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| gives a designated person the power to place orders in an account, request disbursements, and/or to make inquiries concerning the account, such as obtaining account balances. |
| To give another party full trading authorization on your account, download, complete, and sign the appropriate form: |
| gives a designated person the power to place orders in an account and/or to make inquiries concerning the account, such as obtaining account balances, but not to request disbursements. |
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| To give another party limited trading authorization on your account, go to Account Access Rights or download, complete, and sign the appropriate form: |
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Custodial accounts (for minor and trust accounts) – trading authorization can only be given to a registered investment firm, advisor, or bank trust department. |
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Business accounts – full trading authorization can only be granted by controlling individuals to persons designated in a corporate resolution who have been certified within the last 60 days or to financial advisors. |
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Retirement accounts – full trading authorization is not available for Fidelity Retirement Plan (Keogh) and defined benefit, non-prototype retirement, custodial, estate, conservator, and escrow registrations. |
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Annuity accounts – full trading authorization requires the granting of power of attorney. |
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