Fidelity Investments Account Authority Form Completed Form Examples and Samples
Browse real-world examples of completed Fidelity Investments Account Authority Forms. See sample forms for adding a trusted contact, granting trading authority, setting up power of attorney, and more — with step-by-step field-by-field breakdowns to help you fill out your own form correctly.
Fidelity Investments Account Authority Form Example – Adding a Trusted Contact Person
How this form was filled:
This example shows a Fidelity account holder adding a trusted contact person to their individual brokerage account. The account owner, Margaret L. Chen, designates her brother David R. Chen as a trusted contact. The form includes the account number, the owner's personal details, the trusted contact's full name and phone number, and is signed and dated in January 2026. No trading authority or power of attorney is granted — only trusted contact status.
Information used to fill out the document:
- Account Owner Full Name: Margaret L. Chen
- Account Owner Address: 4721 Riverside Drive, Austin, TX 78701
- Account Owner Phone Number: (512) 555-0183
- Account Owner Date of Birth: 03/14/1968
- Account Number: Z40-4892
- Account Type: Individual Brokerage Account
- Authority Type Being Granted: Trusted Contact Person (No Trading Authority)
- Trusted Contact Full Name: David R. Chen
- Trusted Contact Relationship to Account Owner: Brother
- Trusted Contact Phone Number: (512) 555-0247
- Trusted Contact Email Address: [email protected]
- Trusted Contact Address: 908 Oakwood Lane, San Antonio, TX 78201
- Trading Authority Granted: None
- Power of Attorney Granted: No
- Signature of Account Owner: Margaret L. Chen
- Date Signed: 01/15/2026
What this filled form sample shows:
- Correctly completed account owner information including name, address, and account number
- Proper selection of Trusted Contact Person designation with no trading or transactional authority granted
- Full trusted contact details including name, relationship, phone, email, and mailing address
- Power of Attorney and trading authority sections intentionally left blank, demonstrating a trusted-contact-only submission
- Accurately completed signature and date fields with a January 2026 date
- Demonstrates a common elder financial protection use case recommended by FINRA and SEC guidelines
Form specifications and details:
| Use Case: | Adding a Trusted Contact Person to an individual brokerage account |
| Form Name: | Fidelity Investments Account Authority Form |
| Account Type: | Individual Brokerage Account |
| Authority Level Granted: | Trusted Contact Only (No trading, withdrawal, or transactional authority) |
| Trading Authority Section: | Left blank / Not applicable |
| Power of Attorney Section: | Not selected |
| Number of Accounts Listed: | 1 |
| Submission Method: | Mail or in-person to Fidelity branch |
| Signatures Required: | Account owner signature only |
| Date of Completion: | January 15, 2026 |
| Regulatory Context: | Aligns with FINRA Rule 4512 trusted contact requirements |
Created: February 24, 2026 05:43 AM
