Fidelity Trusted Contact Persons

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To comply with new regulations, Fidelity is now asking that a trusted contact(s) be added to your accounts who they may reach in the event they are unable to get in touch with you, or if they are concerned about your health, well-being, or welfare. A trusted contact can be added using a phone number, physical address, and relationship to you. They will not have access or the ability to transact in your accounts. A trusted contact may only be asked to share or validate information about you.

To learn more information or to add trusted contact please visit www.fidelity.com/trustedcontact or contact Jaycee Smalley at jsmalley@newcapitalmgmt.com or 713-388-6322 for assistance.


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