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Fidelity Rolls Out Electronic Sign-Up Facility For Financial Advisors
Tom Burroughes
18 August 2008
Fidelity Investments has unveiled a new Web-based electronic signature facility designed to help
The facility will allow advisors and their clients to electronically sign all documents, including Fidelity and advisor-specific forms, required to establish and fund a brokerage account, the company said. The e-signature capability eliminates the need for advisors to send account forms through the mail to clients or have them physically come into their office to sign paperwork.