The Fidelity BrokerageLink is a self-directed brokerage account and is not for everyone.  If you are a sophisticated investor who is willing to take on additional risk and you are prepared to assume the responsibility of more closely monitoring this portion of your portfolio, it could be appropriate for you. However, if you do not feel comfortable actively managing a portfolio of securities beyond those offered through your plan’s standard investment option, then a self-directed brokerage account may not be appropriate for you.  Remember that it is always your responsibility to ensure that the options you select are consistent with your particular situation, including your goals, time horizon, and risk tolerance.  Additional fees apply to a BrokerageLink account.  Please refer to the BrokerageLink prior to selecting this option.  Additionally, the BrokerageLink option requires that you read, sign, and return a Required Disclosure form to Fidelity Investments in order to participate.  Please contact Fidelity Investments at 1-800-343-0860 to receive this form.  This option is available to 457(a) Plan and 401(a) Plan participants.

BrokerageLink Fact Sheet
457(b) Plan BrokerageLink - Required Disclosure Form
401(a) Plan BrokerageLink - Required Disclosure Form

To Contact a Deferred Compensation Technician:

Phone: 916-874-2020
Fax: 916-874-8419
E-mail: PSDBenefits@saccounty.net

Interoffice Mail Code: 09-6750

To Contact Fidelity Investments:

Phone: 800-343-0860
Website: www.fidelity.com/atwork

Inquire about the availability of documents in alternate formats.