Existing portfolio advisory services clients
As a thank you for selecting Fidelity to manage your investments, we are pleased to provide existing Portfolio Advisory Services clients with a discount on the advisory fee charged to any new eligible accounts.
Loyalty offer details:
- Who’s eligible? Existing Portfolio Advisory Services clients who open additional eligible account(s) through Fidelity® Wealth Services.1
- What’s the loyalty offer? Clients will receive a 20% discount on the annual gross advisory fee for the new account(s). The loyalty offer does not apply to preexisting accounts.
- Does the loyalty offer expire? Yes, the loyalty offer applies to eligible account(s) opened by April 30, 2019, and fully funded by May 31, 2019.
- Does the 20% discount expire? The discount, once applied, remains in place for as long as the account remains open.
For questions or additional information about this loyalty offer, please call your advisor or 800-FIDELITY.
The loyalty offer is available for clients and their spouses who have a preexisting open and funded eligible account as of 7/15/2018. Eligible preexisting accounts include Fidelity Portfolio Advisory Service, Fidelity Personalized Portfolios, BlackRock Diversified Income Portfolio, Private Client Group Advisory, and Fidelity Wealth Management Advisory accounts. As of July 16, 2018, these eligible accounts have been transitioned to Fidelity Wealth Services. Separately managed accounts offered through Fidelity Strategic Disciplines are not eligible preexisting accounts.
All new Fidelity Wealth Services accounts are eligible for the loyalty offer.
The new Fidelity Wealth Services account must be funded with assets that were not in the preexisting eligible account(s).
The registration type for the new Fidelity Wealth Services account must be different than the registration type of the eligible preexisting account. Ask your representative for additional details.
The account must remain open through the end of the calendar year quarter in which it was opened in order to receive the loyalty offer.
This loyalty offer will be offered only for accounts that meet all eligibility requirements and are opened by April 30, 2019, and fully funded by May 31, 2019.
Certain states and local jurisdictions have laws that limit or restrict public employees from accepting items of value from vendors such as Fidelity that provide services to public institutions. Some public entities such as governments, state universities, health care organizations, etc., also have internal policies that may contain similar restrictions. If you are a public official or employee, you should determine if one of these laws or internal policies applies to you. By accepting this incentive, we assume that you are in compliance with your jurisdiction’s laws and institution’s internal policies.
Investing involves risk, including risk of loss. Investment minimums apply.
Fidelity® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Nondeposit investment products and trust services offered through FPTC and its affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FPTC, FBS, and NFS are Fidelity Investments companies.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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