How can I get Fidelity custodian recognition after an initial transaction has occurred (i.e. capital call) in an existing fund?

In some cases, clients will be accepted into a fund and have an initial transaction (ie capital call) occur before their account is linked in Fidelity. In this case, the advisor will need to fill out Fidelity’s Transfer of Assets Form in the Fidelity portal and have the end client sign.