Here is the application. You can indicate investment club on page 2.

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From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Linda Glein via bivio.com <user*21345500001@bivio.com>
Sent: Tuesday, February 13, 2024 7:38 PM
To: club_cafe@bivio.com <club_cafe@bivio.com>
Subject: Re: [club_cafe] Re: Creating brokerage accounts

Oh. Okay. I'll try it.

Thank you.

Linda

On Tue, Feb 13, 2024 at 5:37 PM Norman Gee via bivio.com <user*125100001@bivio.com> wrote:

it says "Fidelity Account Number If applicable"

On Tue, Feb 13, 2024 at 5:35 PM Linda Glein via bivio.com <user*21345500001@bivio.com> wrote:

Thanks, Norman. I found that one, but it asks for the existing Fidelity account number. I believe that form is for updating an existing account.

Naturally, the logical thing to do is to call them and I'll probably do that.

Our local Schwab broker is very nice and supportive of investment clubs. He got moved from TDA to Schwab along with the rest of us. He is definitely NOT the problem.

I just have to figure out how much of a hassle it will be to move once again. All of the paperwork, and everyone having to switch their automatic payments again. A pain in the bazooka.

Linda

On Tue, Feb 13, 2024 at 4:55 PM Norman Gee via bivio.com <user*125100001@bivio.com> wrote:

This came up from google

https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/customer-service/investment-cash-club-account.pdf

Sent from Yahoo Mail for iPhone

On Tuesday, February 13, 2024, 4:44 pm, ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote:

Our club had to use the New Fidelity Account - Business application, but we are an LLC, not a general partnership. I don't know if that makes a difference.

Ira Smilovitz

On Tue, Feb 13, 2024 at 7:40 PM Linda Glein via bivio.com <user*21345500001@bivio.com> wrote:

I'd like to know before I get too far, is there a separate
application at Fidelity for an investment club? I found the
form for updating an investment club account, but not to
open one.