Fidelity Investments Privacy Notice Highlights

Scope

This statement applies to all companies owned by Fidelity Investments using the Fidelity name to provide financial services to customers.

Personal Information

  • We collect information directly from you or your representative, employer or plan sponsor, from activity in your account, and from your visits to our Web sites.
  • We obtain information from information services and consumer reporting agencies.
  • We may obtain information from other sources with your consent or the consent of your representative.

Uses

  • We use information about you primarily to service your account and process your transactions.
  • We may share this information internally among the Fidelity companies to offer you products and services, only as allowed by law.
  • We may share personal information with unaffiliated service providers such as printing and mailing companies, securities clearinghouses, marketing service providers and other entities who may provide services at Fidelity's direction.
  • We may share information about you with government agencies, other regulatory bodies, and law enforcement officials for tax purposes or to report suspicious transactions.
  • Fidelity's privacy and security protections automatically apply to all Fidelity visitors and customers.

Important Information

Fidelity does not share personal information about our customers with unaffiliated third parties for use in marketing their products and services.

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