Fidelity Custodial Agreement

Jul 5th, 2023

Image copyright: Daria Nepriakhina

Fidelity Custodial Agreement: Understanding the Basics

As a custodian, Fidelity is committed to providing reliable and secure custody services for your assets. This is where the Fidelity Custodial Agreement comes into play – it is a legally binding agreement that outlines the terms and conditions governing the custody of your assets.

What is the Fidelity Custodial Agreement?

The Fidelity Custodial Agreement is a contract that sets forth the terms and conditions under which Fidelity will hold and maintain custody of your assets. The agreement is typically entered into between a custodian, such as Fidelity, and a client, who is seeking custody services for their assets.

Why do you need a Fidelity Custodial Agreement?

If you have assets that you want to keep safe and secure, you need a custodial agreement. This is especially important if you are managing a portfolio of assets which may include stocks, bonds, mutual funds, or other types of investments.

In the event of unforeseen circumstances such as theft, loss, or damage, you need to ensure that your assets are protected and covered by a comprehensive custody agreement. The Fidelity Custodial Agreement provides this coverage and ensures that your assets are safeguarded against potential risks.

What are the key features of the Fidelity Custodial Agreement?

The Fidelity Custodial Agreement has several key features that make it stand out from other custody agreements in the industry. The agreement provides comprehensive coverage for your assets, including protection against unauthorized access, theft, or loss.

The agreement also outlines the fees and charges associated with the custody services, as well as the terms and conditions relating to the transfer of assets. In addition, the agreement provides you with the right to access your assets at any time, subject to certain restrictions.


In summary, the Fidelity Custodial Agreement is an essential document that outlines the terms and conditions governing the custody of your assets. Whether you are managing a portfolio of investments or simply want to safeguard your assets, the Fidelity Custodial Agreement provides comprehensive coverage and protection.

As an experienced copy editor who understands SEO, I have written this article to help you better understand the basics of the Fidelity Custodial Agreement. If you have any questions or need further information, please consult with a qualified legal and financial professional.


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