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Fidelity Advisor Entity New Account Application, page 1
Complex · 64/100Form Complexity Index

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What this form asks for

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The Fidelity Advisor Entity New Account Application is a comprehensive form required for legal entities registered in the United States to open a new investment account with Fidelity Advisor. It gathers essential information about the entity, its tax status, authorized signers, and initial investment instructions. Completing this application accurately is crucial for establishing the account correctly and ensuring compliance with federal regulations. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields501
Pages25
Form Complexity IndexComplex, 64/100

The AI checks your answers before you download

14 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

Trustee/Authorized Signee Minimum Age

This validation confirms that the date of birth provided for each Trustee or Authorized Signee in Section 1 results in an age of 18 years or older. This is crucial for ensuring that all authorized individuals are legally adults, as required by the form's explicit notation. If an individual is under 18, the application cannot be processed and must be rejected or returned for correction.

Investment Allocation Percentage Summation

This check verifies that if percentages are used for investment allocations in Section 4, the sum of all percentages equals exactly 100%. This ensures the client's entire investment is allocated according to their instructions, preventing unallocated funds or processing errors. A failure would trigger an error message requiring the user to adjust the percentages before submission.

TIN/EIN and Entity Type Consistency

This validation ensures that the correct type of tax identification number is provided based on the entity type selected in Section 1. For example, entities such as Corporations, Partnerships, Trusts, and Estates must provide a TIN/EIN, not an SSN. This is critical for correct IRS reporting and account setup, and failure to comply would result in a processing halt until the correct number is provided.

Conditional U.S. Permanent Address Requirement

This check is triggered if the mailing address provided in Section 1 is a P.O. Box. It validates that the separate 'U.S. Permanent Address' section has been fully completed with a physical street address. Federal regulations require a physical address of record, so this check is essential for compliance; an incomplete submission will be rejected.

LLC Tax Classification Specificity

When 'Limited Liability Company (LLC)' is selected as the entity type in Section 1, this validation ensures that the 'Enter Tax Class' field is also completed. The user must specify whether the LLC is to be taxed as a C corporation, S corporation, Partnership, or Disregarded Entity. This information is mandatory for correct tax reporting and account setup, and the form cannot be processed without it.

Conditional Notarization for Mismatched Bank Ownership

This is a multi-part logical check that activates if the bank account owners listed in Section 8 are different from the entity account owners in Section 1. It verifies that the Account Owner signatures in Section 11 are notarized AND that the Bank Owner signatures in Section 12 are also present and notarized. This is a critical fraud prevention measure, and failure to provide the required notarizations will cause the rejection of the bank link setup.

And 8 more checks
  • Systematic Investment Program Prerequisite Check
  • ABA Routing Number Format and Validity
  • Entity-Specific Document Attachment Verification
  • Account Owner Signature and Date Completeness
  • Corporate Resolution Certification Integrity
  • Resigning Trustee Signature Guarantee Requirement
  • Trust Date Logical Check
  • Investment Allocation Method Exclusivity

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How to Fill Out Fidelity Entity New Account Application Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload or select the Fidelity Advisor Entity New Account Application.
  2. Use the AI assistant to provide the entity's account information, including its legal name, Tax Identification Number (TIN), and federal tax classification.
  3. Enter the personal details for all trustees or authorized signers, such as names, SSNs, dates of birth, and contact information.
  4. Specify your investment choices by indicating the fund numbers and the dollar amount or percentage to be allocated to each.
  5. Select your preferences for dividend and capital gains distributions, and choose a cost basis method for tax reporting.
  6. Provide bank account details to set up electronic fund transfers via Fidelity Advisor Money Line (ACH) or Bank Wire.
  7. Carefully review all the information populated by the AI, e-sign the application in the designated sections, and submit it to Fidelity as instructed.

Common Mistakes in Completing Fidelity Entity New Account Application

The ones the AI is built to catch.

Submitting Without Required Supplemental Documents
This application is part of a larger package, and applicants often fail to include all necessary attachments. For example, a corporation must submit a Corporate Resolution and Articles of Incorporation, while a trust needs a Trustee Certification and pages from the trust agreement. Submitting an incomplete package guarantees rejection and significant delays. To avoid this, carefully review the checklist in the 'Helpful to Know' section for your specific entity type and gather all documents before submission.
Incorrect Entity and Tax Classification
Applicants frequently get confused between the general entity type and its specific federal tax classification in Section 1. For instance, an LLC owner might check 'Limited Liability Company' but fail to enter the correct tax class (C Corp, S Corp, Partnership, or Disregarded Entity). This mistake leads to incorrect tax reporting and account setup issues. It is crucial to consult your entity's formation and tax documents to ensure the classification is accurate.
Mismatched Bank and Fidelity Account Ownership
A common error in Section 8 is providing bank account information where the owners do not match the entity opening the Fidelity account. The form explicitly states that if there is no common owner, the signatures in Section 11 and 12 must be notarized. Overlooking this requirement will cause the application to be returned, delaying the ability to fund the account. Always verify ownership and secure notarizations if there is any discrepancy.
Improper Signatures on the Corporate Resolution Form
The Corporate Resolution form has a specific rule that is easily missed: the certifying officer in Section 4 must be different from the officers authorized to transact in Section 3, unless it is a sole-officer corporation. When an authorized officer also signs as the certifying officer, it invalidates the resolution. This leads to rejection of the entire application package. To prevent this, the corporation must ensure a separate, appropriate officer (like the Corporate Secretary) certifies the document.
Confusing a Notarization with a Signature Guarantee
This set of forms requires either a notary public stamp or a signature guarantee in different sections, and they are not interchangeable. For example, the Trustee Certification allows for either, but the Resigning Trustee section specifically requires a signature guarantee. Applicants often get a simple notarization when a signature guarantee from a bank or brokerage firm is needed. This error results in the form being mailed back, and you must start the signature process over again.
Incomplete or Ambiguous Investment Instructions
In Section 4, applicants must specify investment allocations by either dollar amount or percentage, but not both. Common mistakes include providing both, having percentages that do not total 100%, or only writing a fund name without the required fund number. These ambiguities force the processing agent to either default the investment into a money market fund or halt the application, preventing your funds from being invested as intended. Double-check that your allocations are clear, complete, and add up to 100% if using percentages.
Forgetting the Corporate Seal or Articles of Incorporation
When completing the Corporate Resolution form, Section 4 requires the corporate seal to be imprinted. The form notes that if a seal cannot be provided, a copy of the Articles of Incorporation is required instead. Forgetting to include one of these two items is a frequent oversight that renders the resolution incomplete. This will stop the account opening process until the required documentation is provided.
Missing Basic Required Information and Signatures
Despite their importance, the most common errors are the most basic: forgetting to sign and date the form in Section 11, or leaving required fields blank, such as a Trustee's Date of Birth or SSN/TIN in Section 1. The form explicitly states it cannot be processed without signatures and dates. An incomplete application is immediately rejected, forcing the applicant to correct and resubmit, which can be especially burdensome if original notarized signatures are required. Using an AI-powered tool like Instafill.ai can help prevent this by flagging missing required fields before submission.
Failing to Specify Authority Level for Authorized Persons
In Section 9, when adding an Authorized Person, you must select their level of authority: Inquiry Only (I), Limited Trading (L), or All (A). If no box is checked, the authority defaults to 'Inquiry Only,' which is the most restrictive level. This often leads to problems later when the authorized person attempts to place a trade or request a distribution and finds they lack the necessary permissions, causing delays and operational friction. Carefully consider and select the appropriate authority level for each individual.
Using an Individual SSN for an Entity's Tax ID
In Section 1, applicants must provide the correct Tax Identification Number (TIN/EIN) for the entity. A frequent mistake, especially for new business owners, is to enter their personal Social Security Number (SSN) instead of the Employer Identification Number (EIN) assigned to the corporation, partnership, or trust. This fundamental error will cause a mismatch with IRS records, leading to account opening failure and potential tax reporting issues. Always use the legal EIN assigned to the entity itself.

Frequently Asked Questions About Fidelity Entity New Account Application

 

Is it really free for 7 days?
Yes. You pay $0 today. Cancel before Nov 9 and you are never charged. Keep it, and it is $19.99 a month for 5 fills of your Fidelity Entity New Account Application.
Can I fill other forms too?
This plan is for your Fidelity Entity New Account Application: your own AI agent fills it as often as 5 times a month. To fill other forms and upload your own, choose a Professional plan from your account.
How do I cancel?
From your account, in two clicks, any time. No email, no call.
How does the AI fill out Fidelity Entity New Account Application?
You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of Fidelity Entity New Account Application, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is Fidelity Entity New Account Application to fill out?
Fidelity Entity New Account Application has a Form Complexity Index of 64 out of 100, in the complex tier: 501 fillable fields across 25 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of the Fidelity Advisor Entity New Account Application?
This form is used by entities registered in the United States, such as corporations, trusts, partnerships, and estates, to open a new Fidelity Advisor investment account. It cannot be used for individual or retirement accounts.
What documents do I need to submit with this application?
The required documents vary by entity type. For example, corporations need a Corporate Resolution form, while trusts require a Trustee Certification of Investment Authority and a copy of the trust agreement pages.
I'm opening an account for a corporation. What specific forms are required?
For a corporate account, you must submit the completed Entity New Account Application, the Certification Regarding Beneficial Owners of Legal Entity Customers Form, and the FA Corporate Resolution form. If a corporate seal isn't on the resolution, you must also include the Articles of Incorporation.
What is required to open an account for a trust?
For a trust account, you must complete the Entity New Account Application and mail in an original notarized or signature-guaranteed Trustee Certification of Investment Authority form. You also need to provide a copy of the first page and all signature pages of the trust agreement.
What is the Fidelity Advisor Money Line in Section 8?
The Money Line feature allows you and your Financial Representative to electronically transfer money between your designated bank account and your Fidelity account. To set it up, you must provide your bank information in Section 8, and attaching a voided check is preferred.
When does my signature need to be notarized on this form?
Notarization is required in Section 11 if the bank account you list in Section 8 does not have at least one common owner with the Fidelity account. In this case, all bank account owners must also sign Section 12 and have their signatures notarized.
What is a signature guarantee and when is it needed?
A signature guarantee is a higher level of fraud protection than a notary and must be obtained from an eligible financial institution. It is required on the Trustee Certification form if a trustee is resigning from their position.
How do I submit the completed application?
You can upload the form online at accounts.fidelity.com, fax it, or mail it to the address provided on the form. However, if your form requires an original signature guarantee or notary seal, you must submit it by mail.
What happens if I don't choose a cost basis method in Section 7?
The cost basis method is used for tax reporting on depleting transactions. If you do not select a method, Fidelity will automatically apply its default method, which is Average Cost (AC) for mutual funds.
What happens if I send a check for an initial investment but don't specify which funds to buy?
If you submit a check without accompanying fund instructions, the money will be invested in the Fidelity Government Money Market Fund, Daily Money Class by default.
Do I have to appoint a Financial Representative?
Yes, Section 3 of the form requires you to appoint a Financial Representative to act as an agent on your account and execute investment instructions. This section is typically completed by the representative themselves.
Can I use an AI tool to help me fill out this form?
Yes, services like Instafill.ai use AI to auto-fill form fields accurately and save time. This can be particularly helpful for complex applications with multiple sections requiring detailed information.
How can I fill out this form online using Instafill.ai?
To fill this form online, you can upload the PDF to the Instafill.ai platform. Its AI technology will make the document interactive, allowing you to type your information directly into the fields before downloading the completed PDF.
The PDF version of this form I have is not fillable. What should I do?
If you have a non-fillable PDF, you can use a service like Instafill.ai to convert it into an interactive, fillable form. This allows you to easily type your information on a computer, ensuring legibility and avoiding the need to print and fill by hand.
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