For your protection, FideliTrade requires address and name changes in writing. Telephone numbers and email addresses can be changed over the telephone once existing account information has been verified.
Address change. Send a letter or email from the email address on file. include the old address, new address, account number and signature (if written letter).
Title or Name Change. The person removing their name must send a notarized letter instructing FideliTrade to remove their name. A new account application must be completed by the remaining party(s) on the account.
Death. When an account holder dies, please provide FideliTrade Incorporated with a a certified copy of the death certificate, Letters of Testamentary or Administration, a letter of instruction and a new account application.