Featuring the Features
Open Sesame
Restrict This!
Ya done messed up, A-A-ron
Forever Young...?
100

You might need to take a seat, because Youth Accounts do not allow what feature?

What are standing transfer instructions?

100

This common issue prevents a Youth account from being opened online, instead requiring a paper form.

What is already having an account tied to the youth SSN?

100

This restriction shows up on every Youth account, even the ones that are fully active.

What is TY?

100

Teens not listening?? This common step is missed and blocks transactions in the account

What is having the teen accept the terms and conditions?

100

Clients can graduate their Youth Accounts in either of these two ways.

What are Fidelity.com and the Fidelity Mobile App?

200

You can't tell me what to do, because Youth Accounts only allow which level of authority?

What is inquiry authority?

200
Fidelity doesn't need to see you sleeping but they do need to know where it happens. This information is vital to opening a Youth Account.

What is a US mailing and Legal address

200

This restriction is removed once the teen creates their username and password and agrees to the terms and conditions.

What is TN?

200

Every parent remembers everything about their child, except when they don't.  These 3 things can halt the account opening process.

What is entering the wrong DOB, name, or SSN?

200
This restriction gets added to a Youth account if they don't convert to a Brokerage account within 60 days of the teen's 18th birthday.

What is TH?

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