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Fidelity Account Assitance

Fidelity Account Assitance


Need Help? PTA staff will assist you to establish your Fidelity  accounts. You will receive the account information for login and review.  This will insure that the trust accounts are set up securely and correctly by the requirements. You will need to complete the Information form that will be sent by email link after purchase.   Treasury Direct has confirmed that KJ PTA has to set up the TDA account

  • Service Policy

     This service is confidential and all information will be kept private. Once the service is purchased, it is non-refundable. 

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