Self-Directed Brokerage Account (SDBA)

The Board of Investment Trustees offers participants in the Retirement Savings Plan (RSP), Deferred Compensation Plan (DCP), and Police Deferred Retirement Savings Plan (DRSP) a Self-Directed Brokerage Account (SDBA) option through Fidelity BrokerageLink.

The Board offers a variety of investment options. Recognizing that some participants may want to invest in funds not currently offered by the Board, such as socially responsible funds, and to have more  independence, or greater control in managing their Plan account, the Board permits participants to select any mutual fund, exchange traded product (e.g. ETFs), equity, or fixed income product, unless otherwise prohibited, through the Self-Directed Brokerage Account (SDBA). The Board will not monitor or evaluate the investment options available within the SDBA.

• BrokerageLink Brochure
• Fidelity BrokerageLink Application
• Fidelity BrokerageLink Enrollment Form

Return original signed copies of Fidelity BrokerageLink and Enrollment Form to

Montgomery County Employee Retirement Plans
101 Monroe Street, 6th Floor
Rockville, MD 20850