Personal Finance (Not Investing) • Fidelity as a one stop shop

*If you already had $25,000 or more in personal investments (not in a workplace-sponsored plan (401(k), Health Savings Account, Employee Stock Plan, etc.) at Fidelity at the time you transferred an account with a value less than $25,000, you may also be eligible for reimbursement.

May is the key word, here. I transferred a small account, and the request was denied even though I had more than $25,000 in personal investments with Fidelity at the time.

I also transferred a large (>$25K account), and they did reimburse the fee.

Statistics: Posted by jimcorreia — Thu May 23, 2024 10:55 pm — Replies 6462 — Views 1263278

---