Annual Notification from Fidelity Investments

It's that time again. As part of Fidelity’s money movement process controls, you may receive a notification from Fidelity the week of September 10th. The Annual AMA Notification lists who has Asset Movement Authority on the account – you will see our firm listed here. This defines what money movement activities on your account can be completed on your behalf.

A document will be created for each account but consolidated into a single envelope (if you receive hard copy mailings) or email (if you have opted for eDelivery) as much as possible. Accounts opened within 60 days of the mailing will not be included in this annual mailing.

This notification is for your information and no action is necessary. If you would like more information, please contact our office.