If you are interested in a commercial lending relationship with Fidelity Bank, one of the initial steps will be to complete a personal financial statement. For your convenience, a personal financial statement template can be downloaded.
Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. When you open an account, we will ask for your name, address, date of birth, tax ID number and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
*If you are in need of assistance or have questions about the personal financial statements call 952-831-6600.
This form cannot be e-mailed or completed online. For security reasons, we request you print out the form and deliver it to Fidelity Bank in person, by mail or by fax. Our fax number is 952-831-1828.
How David painted circles around Goliath.
Fidelity Bank helps Master Coating Technologies go from speck to major player.
Equal Housing Lender, Member FDIC. NMLS ID #709402