Important Investor Information about Working with Fidelity Investments

In compliance with U.S. Securities and Exchange Commission requirements, Fidelity is providing you with the following documents that describe the various accounts and services that Fidelity offers.

Access to this page and the documents below do not create or modify any agreement, relationship, or obligation between you and Fidelity or between you and your financial professional. Please consult your Fidelity account agreement for the terms and conditions that govern your relationship with us.

A link to this page may have been included in documents provided to you or you may have arrived at this page through a Fidelity website. This page has been organized to help you find documents related to your specific relationship with Fidelity. If at any time you have questions about your relationship with Fidelity, please consult your account statement or contact customer service through If you work with an Intermediary, please contact your Intermediary with any questions.

Fidelity retail account information

The primary website for retail account information is

Fidelity Customer Agreements

Fidelity retail investment advisory services

Fidelity workplace retirement plan accounts

The primary website for workplace retirement plan accounts, (including accounts in 401(k) or 403(b) plans), is

Specific documents applicable to your self-directed brokerage (BrokerageLink) account depend on your plan’s offering.

Please refer to your plan’s BrokerageLink Fact Sheet to determine the applicable BrokerageLink Commission Schedule and whether the Options Disclosure Document applies to your account.

Fidelity workplace investment advisory services

Fidelity Institutional accounts

These include accounts opened through a registered investment adviser, third-party plan administrator, bank, or family office (“Intermediary”), and any other accounts opened through Fidelity Institutional Wealth Adviser LLC (FIWA) and Fidelity Family Office Services.

If you work directly with a Fidelity representative, please contact them for more information. If you work with an Intermediary, please contact your Intermediary for more information.