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Fidelity Opening a New Trust Account Applicatoon Form

Fidelity Opening a New Trust Account Applicatoon Form

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Instructions and help about trust account pdf

so today i'm going to show you how to add a bank account onto your fidelity account so we're going to hop over here onto the computer so you can follow along in real time we're currently on this demo account for fidelity and what we want to do is actually look towards the top left hand side of the screen where it's going to say accounts and trade so what we're going to do is if we hover right over this it's going to give us a couple different options here and one of them is going to say transfers so if we actually click on transfers right over here for you you're going to see again multiple different options and we want to click on where it says manage bank accounts now if we click on here it's going to load up right here and it's going to say link a new bank account so we're going to click right here and it's going to verify our information first and foremost just as an extra step so we're

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