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Fidelity’s Trustee Services. Whether you choose to work with Fidelity Personal Trust Company 1, as your trustee or co-trustee, we bring objectivity, continuity, and experience to the management of your trust. Find an Advisor. Already working 1-on-1 with us? Schedule an appointment. Helping you protect and share your wealth with future generations.
Investor/trustee needs principal and income and/or assets held away included on statements and online portals along with a net income payment feature. Fidelity's Trust Reporting is quick and simple to set up, with easy access to wealth management for your clients: Trust Accounting.
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