Brokerage Account Client AgreementBrokerage Account Client Agreement • August 17th, 2009 • Massachusetts
In this agreement, “Fidelity,” and “you” refer to Fidelity Brokerage Services LLC and National Financial Services LLC and their affiliates, and their employees, agents, representatives, shareholders, successors, and assigns as the context may require; “I,” “we” and “account owner” refer to the owner indicated on the account form or duly Authorized agent(s)/Advisor(s); and for any account with more than one owner (such as a joint or trust account), “I,” “we” and “account owner” or “account owners” refer to all owners, collectively and individually, or duly Authorized agent(s)/Advisor(s).
