[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]

Re: [External] Re: Fidelity - roth ira (trusted: fmr.com)



Robert, Credit Unions take longer to connect and there either needs to be micro deposits to link and / or paperwork. Prashant can walk you through on April 4th at 11am on zoom. We can always do checks but it would be good to link the credit union at some point for ease of transfers. Thank you for clarifying the income part too! Chat soon, 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>


Why do you want this page removed?