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.

Account Opening Forms: Personal Ownership

Account Application PDF, 144 KB

Account Opening Forms: Legal Entity (Business and Trust)

* Trust Accounts require a FideliTrade Trustee Certification.

Agreements and Other Documents

Account Agreement PDF, 182 KB
FideliTrade Brochure PDF, 682 KB
Privacy Policy PDF, 59 KB
USA Patriot Act PDF, 64 KB

Additional Forms

* Trust Accounts require a FideliTrade Trustee Certification.

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