explanade
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- Joined
- May 10, 2008
- Messages
- 7,711
Same situation here. I still am still hopeful until the end of Jan. Another source says they run the eligibility requirements every 24 hours. Maybe they just haven't gotten to us yet?
Those requirements are subject to change each year but nobody knows what they are.
I called 800 544 5704 which is in the contact link on the upper right side of the home page. Turns out it's the private wealth client group.
Guy told me they're still working through and haven't processed who will get the offers for most of their clients yet. So keep checking until end of January he said.
Are you private client with an assigned advisor?
Contact them about it.
I plan to do so if I don't get the free offer by February.
Some of this account is a trust account for my late mother. Millions in Fidelity low-cost funds holdings there.
It used to be managed by them and my parents were paying $$$ fees until I converted it over to self-managed, low-cost funds back 5 years ago.
I've been getting TT free or for $5 since that time and before then as well.
But the contact link still shows Private Wealth or something like that, forget the exact verbiage but it's not their regular toll free line.