audreyh1
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
It started with Vanguard. They were the first to offer free TurboTax to their high balance customers. After a couple of years Fidelity also offered the perk for their high balance customers. Not much later Vanguard decided to drop the perk. At that point Fidelity kept it but made it much more selective.