Drafts are automatically saved in the system once you begin creating a file, but will only save information after you click Next and all required fields are complete. You can access these drafts by clicking the Fidelity Drafts link on the top navigation toolbar.

The Primary menu displays five stages of account set up and is located at the top of the New Account app. You can move forward and back through the app by clicking on each section, even if you have not completed the section before it. The green bar underneath the sections identifies where you are in the account creation process.

Sub-menu pages are located directly below the primary menu. Fill out the fields on each sub-menu page to complete the forms required to open a new account. The green bar identifies the page that you are currently viewing.