IRA Custodial Agreements and Important Information Regarding Retirement Accounts

IRA Custodial Agreements and Important Information

These documents provide important information about Fidelity IRA products. This information includes the Fidelity IRA or Roth IRA Custodial Agreement and Disclosure Statement, a Fidelity Brokerage Retirement Account Customer Agreement, and Fidelity's Commission and Fee Schedule.

In addition, as a Fidelity IRA owner or prospective owner, you will want to review Fidelity's Privacy Policy, and the prospectuses for any mutual funds you are considering.


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		Open an IRA

Account Agreements

To receive printed versions of any of these documents, please call 800-544-6666.

•		Traditional IRA, Rollover IRA, SEP-IRA, and Inherited IRA

	–		Fidelity IRA Custodial Agreement and Disclosure Statement (PDF)

	–		Brokerage Retirement Account Customer Agreement, Brokerage Commission Schedule, and Schedule of Fees (PDF)

•		Roth IRA, and Inherited Roth IRA

	–		Fidelity IRA and Roth IRA Custodial Agreements and Disclosure Statements (PDF)

	–		Brokerage Retirement Account Customer Agreement, Brokerage Commission Schedule, and Schedule of Fees (PDF)

Additional Information for all Account Types

•		Fidelity's Privacy Policy

•		The prospectuses for any Fidelity mutual funds you are considering for an IRA investment

•		The prospectus for Fidelity Cash Reserves which serves as one of the options for the core position for brokerage retirement accounts

•		The disclosure document for the FDIC Insured Deposit Sweep Program (PDF) which is established for newly established Traditional, Roth, Rollover, SEP and SIMPLE IRAs as the default core account position if a different core account position is not affirmatively selected

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