FIDELITY ACCOUNT ACCESS

Instructions:
If you wish to view your Fidelity accounts online please follow these instructions.  First, complete the enclosed form, listing all of your new Fidelity account numbers.  All account holders must sign the form except minor children.  You may fax the form to our office at 410-616-8100 or mail it to us at 100 West Road, Suite 418, Towson, MD 21204.

After the form is processed each holder of an account listed on the form will automatically be able to access all the listed accounts by visiting www.fidelity.com.  Until that form is processed each user will be able to access only their own accounts.

On your first visit to the site follow the “New User Registration” instructions found in any of the login screens.  Your default user ID will be your full Social Security number, but you will be given an option to change it for your security.  You will be asked to agree to the terms of the site and will be asked to confirm that you are NOT an investment professional.  Once you have done those things you may access the features of the site and your account information from any internet-connected computer.

You can download the online access form below along with a sample form to help you fill it out.