(I'm not the OP) I appreciate everyone's input on this thread, but crefwatch's post here was especially productive. Thank you.Look at it as "what's in it for me?" Why not ask about Medallion Signature Guarantees in that physical office, for Fidelity and non-Fidelity business. Free notary service? (Up to $12 or something in NJ now!) Do you have to bring your passport on a Medallion Guarantee day? How about asking if they buy worthless stocks for $1 so you can get it out of your account? Do they have any mutual funds that you might have special access to? Are your beneficiaries and you POA (like between spouses) 100% in order? Remember that most fin serv firms couldn't care less about a Stationery Store POA. They DEMAND (improperly) their own, notarized. So get it done.
I have $ in Fidelity with their 401k. I always wonder whether I should build a relationship with them. I'm a Boglehead DIYer, so haven't felt any need to reach out to them proactively, but I expect I might have $ in my 401k for a long, long time and possibly would be good for heirs to have a relationship there.
Statistics: Posted by FoolStreet — Wed Jan 03, 2024 6:12 pm — Replies 32 — Views 1526