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Eligible Fidelity Brokerage Account Sources
 
Fidelity taxable accounts associated with your Social Security Number or Customer Identification Number with the following registration types are available for qualified charitable contributions:



If you do not have any Fidelity taxable accounts with any of the registrations types above, you will not be able to make security contributions from them. All non-taxable accounts, including 401(k)s, Individual Retirement Accounts (IRAs), and any other retirement accounts are not eligible sources for contributions. Additionally, Fidelity Portfolio Advisory Service® managed accounts are not eligible sources for contributions.