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Personal Finance (Not Investing) • Re: How do I get out of Fidelity's PCG [Private Client Group]?

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As an aside:

My experience is that when you send a "Secure Email" to Fidelity on the website, your PCG team is automatically looped in somehow. In my most recent case, the PCG team shepherded a rollover from a FIDO 401k to FIDO IRA to get it done in one day. Not a big deal, but nice (in this case at least).

Statistics: Posted by JohnDoh — Thu Dec 05, 2024 9:21 am



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