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For Donors

Updated Letter of Authorization requirements

Donors who aim to contribute to Fidelity Charitable from their Fidelity Brokerage Account are required to sign an updated Letter of Authorization (LOA) form. This measure to reinforce account security is required for continued money movement tasks between a donor’s Fidelity Brokerage Account and a Giving Account.
 

Tutorial coming soon

 

How do I complete and submit an updated LOA?

  • There are three primary ways to submit an updated Letter of Authorization form.
    • By logging into the Giving Account and navigating to "Your Profile" and then to "Funding Sources"
      • In the "Funding Sources" area of the Giving Account, Account Holders can authorize, remove, or reauthorize access to their Fidelity brokerage accounts.
    • By working with your advisor to complete the Letter of Authorization form, and the advisor uploading the form in GivingCentral.
    • By printing a completed Letter of Authorization form and faxing or mailing the completed form to Fidelity Charitable.
      • Fax the form to: 877-665-4274; or
      • Mail to:
        Fidelity Charitable
        PO Box 770001
        Cincinnati, OH 45277-0001

Why should I reauthorize if I’ve already signed an LOA?

  • Updates have been made to the LOA, and Account Holders must agree to the updated terms of the updated LOA to continue contributing to Fidelity Charitable from their Fidelity Brokerage Accounts.

What happens if I do not sign the updated LOA?

  • If you do not reauthorize and agree to the updated terms in the new LOA, you will soon be unable to make contributions from your Fidelity accounts.

How do I know if I have eligible Fidelity accounts?

  • Eligible Fidelity accounts will be displayed in the Fidelity Account Information section once you authorize or reauthorize access.

Can my advisor sign the updated LOA on my behalf?

  • No. Only the primary Account Holder for both the Giving Account and Fidelity Brokerage Account can sign the updated LOA.

Can a secondary Account Holder sign the updated LOA on my behalf?

  • No. Secondary Account Holders can only authorize access in order to contribute from their accounts.

Can I reauthorize multiple Fidelity accounts at once?

  • Yes, you can reauthorize multiple eligible Fidelity accounts simultaneously through the Fidelity Account Information section.

What should I do if I encounter issues with the reauthorization process?

  • If you experience any issues, please contact our support team at 800-952-4438 for assistance.

Is there a deadline for reauthorizing my Fidelity accounts?

  • While there isn’t a strict deadline, it is recommended to reauthorize as soon as possible to ensure uninterrupted access to your contributions.

Can I change my authorization preferences later?

  • Yes, you can update your authorization preferences at any time through the Fidelity Account Information section.