Website and Web Portal Usage Policy

Your access to and the use of Fidelity Financial Services, Inc.'s website and portal is subject to the following terms and conditions, as well as all applicable laws. Your access to the website is in consideration for your agreement to the Use Policy, whether or not you are a registered user. By accessing, browsing, and using the website, you accept, without limitation or qualification, these Terms and Conditions of Use Policy.

There are sections of the website that connect you to other sites outside of the control of Fidelity Financial Services, Inc.'s website. These terms and conditions apply ONLY to those areas that are on the Fidelity Financial Services, Inc.'s website. Note: Web pages including in the URL address is covered by the terms and conditions laid out in this document.

Modification of the Agreement

Fidelity Financial Services, Inc. maintains the right to modify the Use Policy, and may do so by posting notice of such modifications on this page.  Any modification made is effective immediately upon posting the modification (unless otherwise stated). Your continued use of Fidelity Financial Services, Inc.'s website following the posting of any modification signifies your acceptance of such modification. You should visit this page, periodically, to review the current Use Policy.


You agree to access and use Fidelity Financial Services, Inc.'s website for lawful purposes, ONLY. You are solely responsible for the knowledge of and adherence to any and all laws, statutes, rules, and regulations pertaining to your use of this website. By accessing Fidelity Financial Services, Inc.'s website, you agree that you will NOT:

  1. Use Fidelity Financial Services, Inc.'s website to commit a criminal offense, or to encourage others to conduct acts that would constitute a criminal offense or give rise to civil liability;

  2. Post (or transmit) any unlawful, threatening, libelous, harassing, defamatory, vulgar, obscene, pornographic, profane, or otherwise objectionable content;

  3. Use the website to impersonate other parties or entities;

  4. Use the website to upload any content that contains a software virus, such as a Trojan Horse or any other computer codes, files, or programs that may alter, damage, or interrupt the daily function of the website (or the hardware/software of any other person who may access the website);

  5. Upload, post, email, or otherwise transmit any materials, that you do not have the right to transmit under any law (or under any contractual relationship);

  6. Alter, damage, or delete any content posted on the website;

  7. Disrupt the normal flow of communication in any way;

  8. Claim a relationship with or speak for any department, division, organization, unit, etc., which you are not authorized to claim such a relationship;

  9. Post or transmit any unsolicited advertising, promotional materials, or other forms of solicitation;

  10. Post any material that infringes (or violates) the academic/intellectual rights of others; or

  11. Collect (or store) personal information about others.


Certain portions of Fidelity Financial Services, Inc.'s website are limited to registered users, and/or may allow a user to request support/services online by entering personal information. You agree, that any personal information provided to us is complete and accurate, as well as given to us at your own risk. Also, you agree not to register under the name of, nor attempt to enter the website under the name of, another person, and you will not adopt a username that Fidelity Financial Services, Inc., in its sole discretion, deems offensive.

Determination of Use

Fidelity Financial Services, Inc. may (in its sole discretion) suspend/terminate your access to Fidelity Financial Services, Inc.'s website, as well as the use of this website without notification, including the violation of the Use Policy, or for other conduct that Fidelity Financial Services, Inc. deems is harmful/unlawful to others. Note: in the event of termination, you are no longer authorized to access Fidelity Financial Services, Inc.'s website, and Fidelity Financial Services, Inc. will use whatever means necessary to enforce this termination. In the event that you terminate our services, your access to Fidelity Financial Services, Inc.'s website, portal and uploaded information will be removed no later than 30 days after notification. If we have not received a request from you by the un-extended due date of the prior year's income tax return to file or extend the return, we will immediately discontinue your access to the web portal. After access to the portal is discontinued, all data will be deleted.

Other Site Links

There are some links on Fidelity Financial Services, Inc.'s website that are not maintained/operated by Fidelity Financial Services, Inc. Fidelity Financial Services, Inc. does not control these websites, nor do we reviewed their content. Fidelity Financial Services, Inc. provides these outside resource links to users for their convenience. The listing of links are not an endorsement of information, products, or services, and do not imply a direct association between Fidelity Financial Services, Inc. and the operators of the outside resource links.


Fidelity Financial Services, Inc. has the right to monitor the content that you provide. We reserve the right to delete, move, and/or edit any postings that come to our attention, which we consider to be unacceptable or inappropriate, whether for legal or other reasons. Note: the United States and foreign copyright laws, as well as international conventions protect the contents of Fidelity Financial Services, Inc.'s website. You have agreed to abide by all copyright notices by entering Fidelity Financial Services, Inc.'s website.


You agree to defend, indemnify, and hold harmless Fidelity Financial Services, Inc. and its employees from any and all liabilities and costs incurred by Indemnified Parties in connection with any claim arising from any breach by you of this Use Policy, including reasonable attorneys fees and costs. You agree to cooperate as fully as may be reasonably possible in the defense of any such claim. Fidelity Financial Services, Inc. reserves the right to assume, at its own expense, the exclusive defense and control of any matter otherwise subject to indemnification by you. You in turn shall not settle any matter without the written consent of Fidelity Financial Services, Inc.

Disclaimer of Warranty

You expressly understand and agree that your use of Fidelity Financial Services, Inc.'s website, or any material available through the website, is at your own risk. Neither Fidelity Financial Services, Inc. nor its employees warrant that the website in question will be uninterrupted, problem free, free of omissions, or error free; nor do they make any warranty as to the results that may be obtained from the use of the website. The content and function of Fidelity Financial Services, Inc.'s website are provided to you as is, without warranties of any kind, either express or implied, including, but not limited to, warranties of title, merchantability, fitness for a particular purpose or use, or current fitness.

Limitation of Liability

In no event will Fidelity Financial Services, Inc. or its employees be liable for the incidental, indirect, special, punitive, exemplary, or consequential damages, arising out of your use of or inability to use Fidelity Financial Services, Inc.'s website, including without limitation, loss of revenue or anticipated profits, loss of goodwill, loss of business, loss of data, computer failure or malfunction, or any and all other damages.

Pursuant to IRS Circular 230 Notice

We are required to advise you that any tax advice contained herein is not intended or written to be used for the purpose of avoiding tax penalties that may be imposed by the Internal Revenue Service (IRS) or applicable state or local tax law jurisdictions.