It's from the local team in one of those reach out emails* there so yeah currently fidelity is not publicly advertising bonuses but they certainly have them and freely mention them so the assertion that custodians using bonuses to build their asset base indicates a problem is faulty in my opinion.I'm assuming you were solicited by somebody who can offer you a bonus, I highly doubt that was in one of Fidelity's mass marketing emails.
* Here is what was sent with certain information removed
Dear [placeholder]
I am one of the advisors who cover the region for Fidelity Investments
I work with clients in many capacities including:
Investment ideas
Portfolio Reviews
Retirement planning
Income planning
Estate planning
Tax efficiency
Money Markets paying over 5%
And more!
Is anything I can provide or assist with at this time?
Also, we have cash rewards for consolidating assets into Fidelity!
I will reach out again soon. Have a tremendous day and thank you for choosing Fidelity investments
Sincerely, [rep]
P.S. We have cash rewards for bringing assets into Fidelity. Simply reply to this email and I will send our reward tier's!
Statistics: Posted by placeholder — Fri Mar 15, 2024 10:10 pm — Replies 56 — Views 4047