Fidelity Investments and the Fidelity Funds Privacy Notice

Rev. 6/2020

FACTS: What do Fidelity Investments and the Fidelity Funds
do with your personal information?
WHY? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
WHAT? The types of personal information we collect and share depend on the product or service you have with us. This information can include:
  • Social Security number and wire transfer instructions
  • assets and income
  • account balances and transaction history
When you are no longer our customer, we continue to share your information as described in this notice.
HOW? All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information, the reasons Fidelity Investments and the Fidelity Funds (hereinafter referred to as "Fidelity") choose to share, and whether you can limit this sharing.
REASONS WE CAN SHARE
YOUR PERSONAL INFORMATION
DOES FIDELITY
SHARE?
CAN YOU LIMIT
THIS SHARING?
For our everyday business purposes –
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
Yes
No
For our marketing purposes –
to offer our products and services to you
No
We don't share
For joint marketing with other financial companies
No
We don't share
For our affiliates' everyday business purposes –
information about your transactions and experiences
No
We don't share
For our affiliates' everyday business purposes –
information about your creditworthiness
No
We don't share
For nonaffiliates to market to you
No
We don't share
QUESTIONS? If we serve you through an investment professional, please contact them directly. Specific internet addresses, mailing addresses, and telephone numbers are listed on your statements and other correspondence.

 

WHO WE ARE
Who is providing this notice? Companies owned by Fidelity Investments using the Fidelity name to provide financial services to customers, and the Fidelity Funds. A list of companies is located at the end of this notice.
WHAT WE DO
How does Fidelity protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Fidelity collect my personal information? We collect your personal information, for example, when you
  • open an account or direct us to buy/sell your securities
  • provide account information or give us your contact information
  • make a wire transfer
We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
Why can't I limit all sharing? Federal law gives you the right to limit only
  • sharing for affiliates' everyday business purposes—information about your creditworthiness
  • affiliates from using certain information to market to you
  • sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
DEFINITIONS
Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.
  • Fidelity Investments affiliates include companies with the Fidelity name (excluding the Fidelity Funds), as listed below, and other financial companies, such as National Financial Services LLC, Strategic Advisers LLC, and FIAM LLC.
Nonaffiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.
  • Fidelity does not share with nonaffiliates so they can market to you.
Joint marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
  • Fidelity doesn't jointly market.
OTHER IMPORTANT INFORMATION

The Fidelity Funds have entered into a number of arrangements with Fidelity Investments companies to provide for investment management, distribution, and servicing of the Funds. The Fidelity Funds do not share personal information about you with other entities for any reason, except for everyday business purposes in order to service your account.

For additional information, please review the privacy policy at institutional.fidelity.com.
WHO IS PROVIDING THIS NOTICE?

Fidelity Investments companies: Fidelity Investments Institutional Operations Company, LLC; Fidelity Management Trust Company; Fidelity Institutional Wealth Adviser LLC. The Fidelity Funds, which include funds advised by Strategic Advisers LLC.
 
 

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