Overview
Field Definitions

- Edit Holder Information
- Edit Custom Fields

Overview

If entitled, edit the account holder information and other custom fields associated with an account to which you are authorized. Custom fields represent up to 10 fields created by your firm's system administrator.

Note
You may enter changes to the Custom Profile. However, if you want these changes also reflected on the Account Profile, you must submit a Service Request.

Edit Holder Information

Note
To set all primary account holder fields to the content currently on file with Fidelity, select the Reset Holder Information link.

1. Search for accounts.

2. From the results, in the Menu column, select an arrow and choose Profiles/Features > Custom Profile.

3. In the top right corner of the Holder Information section, select the Edit icon.

4. Enter changes to the editable Holder Information. (Field Definitions)

5. Select Save.

   - A confirmation prompts you to confirm your action.
   - Select OK.

Edit Custom Fields

1. In the top right corner of the Custom Fields section, select the Edit icon.

2. Enter changes to the Custom Fields.

   - Use icons next to entry fields to lookup valid entries.

3. Select Save.

   - A confirmation prompts you to confirm your action.
   - Select OK.

Field Definitions

Where applicable, a field may display this value:

-- (double dashes) Not available.

Holder Information

Field	Definition
Primary Account Holder	The name of the primary account holder on the account.
Day Phone	The phone number where the primary account holder can be reached during the day.
Evening Phone	The phone number where the primary account holder can be reached during the evening.
Primary Holder Email	The email address of the primary account holder. The address must include @ and the domain extension, such as abc@xxxx.com.
Address Type	The address type: Domestic Foreign Note This field displays only when editing the information.
Mailing Address	The legal address of the primary account holder, which cannot contain a P.O. Box.
Additional Party	The name of the joint owner or other individual associated with the account, if applicable.
Additional Party Email	The email address of the individual specified in the Additional Party field, if applicable. The address must include @ and the domain extension, such as abc@xxxx.com.
Custom Short Name	The user-defined short name assigned to the account.
Investment Objective	The primary account holder's top ranked investment objective, which profiles the account's risk tolerance.
Model	The Portfolio Modeling & Rebalancing model assigned to the account, if applicable. This field is updated systematically intraday. If blank, a model is not assigned to the account. If a model conflict exists for the account, the field displays INVALID ASSIGNMENT (Model Conflict). (Resolve Model Conflict)
Last Updated	The date the account profile information was last updated along with the name of the individual who changed it, if applicable.

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