Filling paper form for the first time
Here’s a summary of the main problem and solutions discussed:
- Main Problem: The user, Captain Morse code, is confused about filling out a new Fidelity non-retirement brokerage account application, specifically regarding the request for a brokerage account number that they do not have.
- Solution 1: Fidelity support clarified that the brokerage account number is only needed if the user wants to make a one-time contribution in the “Initial Funding” section of the application.
- Solution 2: For mailing the paper form, Fidelity support provided the address located in section “9” at the bottom of PDF page “9,” and also mentioned the option to electronically submit documents through their secure message center.
The user expressed gratitude for the assistance received during the conversation.
Here’s the full thread
So I am doing the New Fidelity non retirement Brokerage account to make a new account and it’s asking me for a fidelity brokerage account number. Which doesn’t exist for me because I don’t have one. Do I leave it blank or do I have to do?
Are you completing the new account application on Fidelity.com? Is it asking for this information under the “Initial Funding” section?
If you are referring to step #5 on the application form, you only need to fill this out if you want to make a one time contribution to your new brokerage account.
Ohhh okay I understand
Yeah it was the initial funding section
Thank you
No problem! Please let us know if you have additional questions. 🟢
Where do I mail the paper form too?
I’ll jump in on this question! If you want to mail the forms, you can find the address in section “9” at the bottom of PDF page “9.” You can also electronically submit these documents through our secure message center on Fidelity.com through the link below:
Send a Secure Message: https://digital.fidelity.com/ftgw/digital/secureemail 🟢
Oh thanks I didn’t check to look :>
No problem! I’m glad I could help out tonight. Enjoy the rest of your night. 🟢