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Fidelity - transfer



Hi Robert, I just tried calling and left a voicemail. Is the account at Morgan Stanley Individual or Joint? If joint, please open one here online (either by you or Noelle.) Please send me a statement so we can help review all securities are eligible for in kind transfer and get started with the transfer. I will have a case manager assigned to keep us posted too. Thank you, Alty Kosherbek Financial Consultant where-I-livempbell Investor Center CA Insurance # 4301004 Schedule an Appointment https://digital.fidelity.com/ftgw/digital/dasux/launch/meet-with?advisor=7449196 Fidelity Investments 851 East Hamilton Ave Suite 100 Campbell, CA 95008 Tel: 408.371.4611 ext 61083 Fax: 408.371.9157 Prashant Dholakia � Planning Consultant � 408.371.4611 ext 82428 Josh Richens � CRM scheduling appointments � 408.371.4611 ext 47294 IMC annual reviews � please contact Josh to schedule Notice: All e-mail sent to or from Fidelity Investments is subject to retention, monitoring and/or review by Fidelity personnel. Please note that Fidelity is unable to accept orders left over voicemail or email regarding any account. Brokerage Services are provided through Fidelity Brokerage Services LLC, and investment advisory services are provided through Fidelity Personal and Workplace Advisors LLC., both Fidelity Investments Companies Fidelity Brokerage Services LLC, Member NYSE and SIPC 900 Salem Street, Smithfield, RI 02917 https://www.google.com/maps/search/900+Salem+Street,+Smithfield,+RI+02917?entry=gmail&source=g


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