Dtail
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Here is why some of you see the offer and some don't. You have to qualify for "Active Trader Services" or "Active Trader VIP" (see Clipboard03).
"Active Trader Services" requires you have both the # trades and the dollar amount. "Active Trader VIP" could give it to you if you just have a million dollars with Fidelity, so I'm told.
The free TurboTax shows up under Advanced services (see Clipboard02)
Like others said, just call the rep.
1mm would qualify one for Private Client Group status, but not all PCG members get it automatically.
I pushed for it in my rep meeting, was kind of turned down, but then it appeared the other day.