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CUSTODIAL UPDATES

Fidelity

The Customer Due Diligence rule issued by FinCEN brings changes starting March 15, 2018.  CLICK HERE for more details on this rule. New account applications and forms will be updated and released March 15, 2018, to reflect the CDD changes. Please start using the new applications and forms immediately when they release, as pre-March 2018 new account applications will no longer be accepted starting May 11, 2018. No exceptions. Please reach out to your AEWM Support Team at support@ae-wm.com or at 866.363.9595.

As always, please reach out to your AE Wealth Support team at 866.363.9595 for further details.

AW04180102 - For investment professional use only.

AW02180074 For investment professional use only.

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