For your protection, FideliTrade requires address and name changes in writing. Telephone numbers and email addresses can be changed over the telephone after your identity has been verified.
Address change. Send a letter or email from the email address on file. Include the old address, new address and your account number.
Account Title Change. The person removing their name will submit a notarized letter instructing FideliTrade to remove their name. A new account application will be completed by the remaining party on the account.
A new account is required when changing the entity of an account (ex: Individual to Trust).
Trust, estate, and corporate accounts may require additional information.
Death. Submit a certified copy of the death certificate, Letters of Testamentary or Administration, a letter of instruction, and a new account application.