FideliTrade’s Non-Commercial account forms, agreements and other documents are listed below. If you are a Clearing or Commercial Trading customer, please call 800-223-1080.
Forms & Agreements
Account Opening Forms: Personal Ownership
Account Opening Forms: Legal Entity (Business and Trust)
* Trust Accounts require a FideliTrade Trustee Certification.
Agreements and Other Documents
Additional Forms
* Trust Accounts require a FideliTrade Trustee Certification.