Forms

To open an account(s), please complete the appropriate Fidelity Form(s) and the Investment Advisory Agreement. Return both to us at 35 Mason Street, Greenwich, CT 06830.

Fidelity Account Opening Forms

• Tax Deferred Accounts – IRA , SEP & Roth
• Brokerage Accounts – Individual, Joint, UGMA & Trust
• Business Accounts – Corporations and Partnerships
• Transfer of Assets

Fidelity Investments, Legends Value from NorthCoast Asset Management, and MoneyManager.com are independent companies and are not affiliated.

Legends Value from NorthCoast Asset Management
35 Mason Street | Greenwich, CT 06830 | 800.274.5448 | info@legendsvalue.com