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Fidelity Private Shares Orientation

Fidelity Private Shares Orientation

New to Fidelity Private Shares? Find information here about everything from activating your account to running your first workflow!

Fidelity Private Shares Overview

Fidelity Private Shares Best Practices
Navigating Fidelity Private Shares
What is Fidelity Private Shares?
Fidelity Private Shares 101
What is a Workflow?
Overview of Workflows And Document Templates

Account Setup

· Fidelity Log In Credentials
· Adding a Credit Card and Updating Billing Contact

Fidelity Private Shares Onboarding

List of Documents for Implementation Onboarding
Filling Out The Implementation Template Spreadsheet
Onboarding 101
· Onboarding Documents
· Knowing Your Company's Charter
Fundraising Documents

See all 9 articles

Counsel Involvement

Workflows that Require Counsel Review
· Counsel Involvement 101
· Register Legal Counsel
Adding Law Firm Team Members