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This guide summarizes what institutions and California law publish. Rules change and every family is different. Talk to a California-licensed attorney before signing or relying on a power of attorney.

Institutions › Fidelity

Fidelity: using a power of attorney

Brokerage Last verified 2026-10-17

Do they accept a POA?

  • Verified Fidelity accepts its own Durable POA form, or the agent can ask to be added by certifying and uploading the outside POA document that grants authority (online, or with Fidelity's Affidavit and Indemnification form). official source ↗
  • Verified The agent must have their own Fidelity account before being added. Only an account owner can give an agent access. official source ↗
  • Verified For the first 30 days, a newly added agent can transfer no more than $10,000 total from the account (exceptions possible), and can't make transfers on Fidelity.com or the app until the 30 days pass. official source ↗

Forms & documents

  • Verified Fidelity Durable Power of Attorney form, 'All states except New York' (California residents use this one; there are extra notices at the end for CA residents). official source ↗
  • Verified The account owner must sign and date in front of two separate witnesses and a notary, within 180 days of Fidelity receiving it; the agent can't be a witness. The agent's signature must also be notarized within 180 days. The form is governed by Massachusetts law. official source ↗
  • Verified Agents using an outside POA: Durable Power of Attorney Affidavit and Indemnification form. official source ↗

How to submit

  • Verified Upload online via Fidelity's POA page (Fidelity.com/poa). Questions: 800-343-3548. Fidelity mentions Proof and NotaryCam as online notary options. official source ↗

Turnaround

  • Verified Fidelity says processing typically takes 3–5 business days, with an email confirmation to both the owner and the agent. official source ↗

If they refuse or stall

  • Not published Not published. In California, see Probate Code § 4406 on the Start Here page.