OPEN AN ACCOUNT WITH FIDELITY PLANNING GROUP

STEP ONE:

CONTACT US VIA PHONE OR EMAIL
1-800-919-2649
newaccounts@fidelitypg.com


OR

STEP TWO:
DOWNLOAD THE ACCOUNT FORMS (pdf)*
Account Forms
Email Statement
POA
Second Account Request Letter
FPG Account Forms

Retirement Account Forms
  • IRA Adoption Agreement (IRA-002)
  • IRA-to-IRA Account Transfer Authorization (IRA-007)
  • Futures/Forex Investment Direction (FUT-002)
  • Special Futures/Forex Investment Authorization (FUT-003)

  • * Account documents have been compiled in the Portable Document File (PDF) format. You can view and print the documents with the Adobe Acrobat Reader. If you do not have the Adobe Acrobat Reader, you may download it by clicking on the Adobe Acrobat Reader link to the below. Click here to download a complimentary copy of Adobe Acrobat Reader

    Get Acrobat Reader

    STEP THREE:
    SUBMIT COMPLETED FORMS TO:

    FIDELITY PLANNING GROUP
    ATTN: NEW ACCOUNTS
    5004 PREAKNESS PLACE, SUITE 2
    BETHLEHEM, PA 18020


    (PLEASE INCLUDE A COPY OF YOUR DRIVERS LICENSE WITH THE COMPLETED PAPERS)

    STEP FOUR:
    WIRE TRANSFER INSTRUCTIONS- PLEASE
    CALL 1-800-919-2649 FOR ACCOUNT # AND
    INSTRUCTIONS.






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