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New Fidelity Account® — Trust — Brokerage (1.791205.134), page 1

Very Complex · 89/100Form Complexity Index

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What this form asks for

The AI fills all of it, from your answers or your documents.

The New Fidelity Account® — Trust — Brokerage application is a comprehensive form required to open a brokerage account for a trust entity with Fidelity Brokerage Services LLC. This document gathers essential information about the trust, its trustees, grantors, and funding sources to ensure legal and regulatory compliance. Completing this detailed application accurately is crucial for establishing the account and defining its operational parameters. 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 fields221

Pages17

Sections55

Tables and lists5

Questions that depend on earlier answers103

Form Complexity IndexVery Complex, 89/100

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.

Trust Tax ID and Grantor Status Consistency

This validation ensures that the Trust Taxpayer ID Number is valid and consistent with the grantor's status. It checks that a decedent's SSN is not used as the trust's tax ID. Furthermore, if an SSN/ITIN is provided, it cross-references with Section 3 to confirm it belongs to a living grantor. Failure to comply may result in tax reporting errors and rejection of the application by the IRS, requiring correction and resubmission.

Trustee Type (Individual vs. Entity) Field Dependency

This check validates that information provided for a trustee is consistent with their declared type (individual or entity). If the 'Trustee is an entity' box is checked, the 'Entity Name' field must be populated, while personal fields like 'First Name' and 'Date of Birth' must be empty. Conversely, if the box is unchecked, the personal fields are required and the 'Entity Name' field must be empty. An inconsistency here indicates a data entry error and will prevent the application from being processed until the trustee's information is clarified.

Foreign Citizen Information Completeness

This validation is triggered when a trustee is identified as a 'Foreign citizen'. It ensures that all required fields within the foreign citizen section are completed, including Country of Citizenship, U.S. residency status, and full Government Identification details. This information is mandatory for regulatory compliance (e.g., KYC/AML). If this section is incomplete, the account cannot be opened due to regulatory risk and the application will be returned.

Government ID Expiration Date Validity

This check verifies that any government-issued ID provided has not expired. The 'ID Expiration Date' must be on or after the date the application is submitted. This is crucial for identity verification as per federal regulations, which require an unexpired, government-issued ID. An expired ID will cause the application to be rejected pending submission of a valid, unexpired ID document copy.

Conditional Requirement for Income Source Details

This validation enforces conditional logic based on the trustee's employment status. If 'Employed' is selected, the 'Occupation' and 'Employer' fields are mandatory. If 'Retired' or 'Not employed' is selected, the 'Source of Income' field is mandatory. This information is required by industry regulations to understand the client's financial profile. Missing this information will result in an incomplete application that cannot be processed.

Deceased Grantor Data Entry Rules

When the 'DECEASED Grantor' box is checked in Section 3, this validation ensures that only the grantor's full legal name is provided. It confirms that all other personal data fields for that individual, such as Date of Birth, Taxpayer ID Number, and address, are left blank as instructed. Incorrectly providing extra information can lead to data processing errors and confusion about account roles, so the application will be flagged for correction.

And 8 more checks

Verification of All Trustee Signatures
Notarization Requirement Flag
EFT Bank Routing Number Format
Mutually Exclusive Initial Funding Selection
Trusted Contact Uniqueness Check
Ancillary Form Requirement Check
Date of Trust Chronological Validity
Primary vs. Additional Trustee Section Usage

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

What the AI walks you through.

Navigate to Instafill.ai and upload the 'New Fidelity Account® — Trust — Brokerage' application or select it from the available templates.
Provide the trust's information in Section 1, including the full trust name, tax ID number, and legal address.
Enter the detailed personal and financial information for the Primary Trustee in Section 2, including citizenship, employment, and any affiliations.
Use Section 3 to add information for any additional trustees, grantors, or other individuals with authority over the trust.
Specify the initial funding method in Section 4 and ongoing funding options in Section 6, whether by check, transfer from another firm, or from an existing Fidelity account.
Select desired account features in Section 7 and review the Certification of Trust in Section 8 to ensure all details are correct.
Have all trustees digitally sign and date the application in Section 9, notarizing signatures if required by your state's laws, before securely submitting the completed form.

Common Mistakes in Completing Fidelity Trust Account Application

The ones the AI is built to catch.

Using an Incorrect Taxpayer ID Number for the Trust

Applicants often get confused about which tax number to use for the trust in Section 1. The form requires a specific U.S.-issued ID for the trust itself, which could be a living grantor's SSN or a separate Entity ID/TIN, but explicitly not a decedent's SSN. Using the wrong number can lead to significant tax reporting errors, IRS penalties, and rejection of the application. To avoid this, carefully review the trust documents or consult a legal or tax professional to determine the correct Taxpayer ID Number before filling out the form.

Failing to Obtain Signatures from All Trustees

Section 9 clearly states that ALL trustees must sign and date the application. In cases with co-trustees or multiple trustees, it is a frequent oversight to miss a signature, especially if trustees live in different locations. An application with missing signatures is considered incomplete and cannot be processed, causing significant delays. To prevent this, the primary applicant should create a checklist of all required signers and coordinate to ensure every signature block is completed before submission.

Overlooking State-Specific Notarization Requirements

A critical and easily missed detail is the notarization requirement in Section 9. If the trust is governed by the laws of specific states listed (e.g., California, Delaware, Nevada) and you are not providing copies of the trust document, all trustee signatures MUST be notarized. Failure to get the required notarization will result in the application being rejected, forcing you to re-sign and re-submit the entire signature page. Always check the governing state of the trust and the corresponding signature requirements on the form.

Entering an Inaccurate or Incomplete Trust Name

In Section 1, applicants sometimes abbreviate the trust name or fail to enter it exactly as it appears in the official trust document. The form requires the full, legal name of the trust for the account to be titled correctly. Any discrepancy can lead to the application being rejected or future legal and transactional complications. To avoid this, have the trust document in front of you and transcribe the name precisely as written, including the date if it is part of the official name.

Incorrectly Designating Trustee Roles and Authorities

Sections 2 and 3 contain several checkboxes to define an individual's role (e.g., 'Trustee only', 'Trustee and grantor') and their specific powers ('Authority to amend the trust'). Applicants may not understand the legal implications and fail to check all applicable boxes, or check incorrect ones. This can result in a trustee having improper authority or lacking the necessary permissions to manage the account as intended. Carefully review the trust document to accurately reflect each person's designated powers on the application.

Submitting Incorrect or Incomplete Trust Documentation

The application instructions specify providing only the 'relevant pages' of the trust document, not the entire thing. Common mistakes include sending the whole document, which can be cumbersome and contains private information, or forgetting to include the specific pages that show the trust name, trustees, date, and signature pages. Both errors can delay processing as Fidelity will have to request the correct, specific documentation. Prepare these specific pages ahead of time to ensure a smooth application process.

Providing Personal Information That Doesn't Match Government ID

In Sections 2 and 3, the form requires the full legal name 'as evidenced by a government-issued, unexpired document.' Applicants often use nicknames, initials, or common names instead of the full legal name on their driver's license or passport. This mismatch will cause the application to fail the mandatory identity verification process, leading to rejection. Always use your full legal name and double-check that all personal data, like date of birth, matches your official documents.

Forgetting to Attach Required Documents for EFT Setup

When setting up Electronic Funds Transfer (EFT) in Section 6, applicants may fill out the bank information but forget the crucial step of attaching supporting documentation. The form requires a voided check, deposit slip, or bank statement to verify the account details. Without this attachment, Fidelity cannot establish the EFT feature, forcing the applicant to complete a separate process later. To avoid this, ensure you have a digital or physical copy of the required bank document ready when you fill out this section.

Designating the Account Owner as Their Own Trusted Contact

The separate 'Trusted Contact Authorization Form' is designed to name a third party Fidelity can contact regarding your account. A very common error is for the account owner to list themselves in the 'Primary Trusted Contact' section. The form explicitly warns against this, as it defeats the purpose of the authorization. This will invalidate the designation, leaving you without this important safety net. Always choose a different, reliable person who is 18 or older for this role.

Confusing the Sections for Primary and Additional Trustees

The form is structured with Section 2 for the 'Primary Trustee' and Section 3 for 'Additional Individual Information' (including other trustees). The instructions explicitly state not to make copies of Section 2 for additional people. However, users often miss this and photocopy Section 2, leading to submission of incorrect or confusing information. This can delay processing as the firm tries to sort out the roles. Following the form's structure and using Section 3 as intended is essential for a correct submission.

Frequently Asked Questions About Fidelity Trust Account Application

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Can I fill other forms too?

This plan is for your Fidelity Trust 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.

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From your account, in two clicks, any time. No email, no call.

How does the AI fill out Fidelity Trust 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 Trust 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 Trust Account Application to fill out?

Fidelity Trust Account Application has a Form Complexity Index of 89 out of 100, in the very complex tier: 221 fillable fields across 17 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 this form?

This form is used to open a new Fidelity Account® for a trust, specifically a brokerage account. It is intended for trustees to establish an account in the name of the trust.

Who needs to complete and sign this application?

All trustees of the trust must provide their information and sign the application in Section 9. Information for grantors and other individuals with authority over the trust is also required in Section 3.

What documents do I need to submit for a domestic trust?

For most domestic trusts, signing this form is sufficient certification. However, if your trust is governed by laws in certain states listed on the signature page, you must either get the signatures notarized or attach copies of the trust pages showing the trust name, date, grantors, trustees, and signatures.

What documents are required for a foreign trust?

For a foreign trust, you must include the relevant pages of your trust document that are in English. These pages should provide the trust's full name, the grantor(s), trustee(s), trust date, and all signature pages.

How do I initially fund this new trust account?

You can fund the account by check, by transferring assets from another firm using a separate Transfer of Assets form, or by transferring funds from an existing Fidelity nonretirement account. Check the appropriate box in Section 4.

When do I need to get the trustee signatures notarized?

Notarization is required for domestic trusts governed by the laws of specific states (listed on page 8) if you are not providing copies of the trust document pages. A U.S. Notary must be used for this purpose.

What is a 'Core Position'?

The Core Position is where any uninvested cash in your account is automatically held while awaiting your instruction. By default, this form uses the Fidelity Government Money Market Fund (SPAXX) as the core position.

How do I add checkwriting to this account?

To establish checkwriting immediately, check the box in Section 7 and include a completed Checkwriting form with your application. You can also request information to set it up at a later date.

What is a Trusted Contact and is it required?

A Trusted Contact is a person you authorize Fidelity to contact if there are concerns about your welfare or potential financial exploitation. Designating a trusted contact is optional and does not give them authority to transact on your account.

Where do I send the completed application?

You can send the completed application and any necessary attachments via regular mail to the P.O. Box in Cincinnati, OH, or via overnight mail to the address in Covington, KY, both listed on page 10 of the form.

Can AI tools help me fill out this form?

Yes, services like Instafill.ai use AI to accurately auto-fill form fields from your profile. This can save you significant time and help reduce errors when completing complex forms.

How can I fill out this Fidelity trust application online?

You can use a service like Instafill.ai to upload the PDF and fill it out on your computer. The platform allows you to type directly into the fields, add digital signatures, and then download the completed form for submission.

The PDF I have is not fillable. What should I do?

If you have a non-fillable or 'flat' PDF, tools like Instafill.ai can convert it into an interactive, fillable form. This allows you to easily type your information instead of printing and filling it out by hand.

What do I do if there are more trustees than the form has space for?

The form instructs you to make a copy of the relevant page if you need more room for information or signatures. For additional trustees, you should make a copy of Section 3 and have all trustees sign in Section 9.

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