The Fidelity Charitable practice is to provide access to an Account Holder's primary advisor
as well as make access available to the employees of the primary advisor's firm, as long as the
Account Holder has granted permission through the
Giving Account Access Form (PDF).
As the Officer or Principal of your firm, please
input your information below.
On the following screens, you will assign a Firm Administrator who will be responsible for the ongoing
maintenance of your firm employees' access to each Giving Account.
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