What was the TaxAct Black Friday deal?Thanks. I have schedule an appointment at local branch and let's see if I get an advisor assigned. Otherwise I already signed up for Black Friday TaxAct as well as $17 H&R Block software.From past years, there is anecdotal evidence that having a rep makes it more likely to get the offer, especially if you are a Private Client Group customer. There are people who post that they don't have a rep and still get the offer, so just like everything with this offer, there's no absolute answer.For those who have it and not active trader, do you have an advisor? Had this offer >5 years. No offer last year and this year. Also lost my advisor 2 summers ago. Had more accounts/assets with Fidelity the same period.
Statistics: Posted by tj — Tue Dec 12, 2023 11:00 pm — Replies 137 — Views 12870