Account Naming Options

Account Naming Options

Below are the optional fields to use in Fidelity account names. Commas cause problem so no "last name, first name" entries will work.

@Contacts[0].FixedFormatNameTitlePrefix

@Contacts[0].FixedFormatNameTitleSuffix

@Contacts[0].FixedFormatLastName

@Contacts[0].FixedFormatMiddleName

@Contacts[0].FixedFormatFirstName

@RegistrationType

@Branch

@AccountNumber

@GNumber

@ShortName

 

This is probably best:

@Contacts[0].FixedFormatFirstName @Contacts[0].FixedFormatLastName @RegistrationType