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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (60234)4/3/2018 9:11:34 AM
From: Rarebird1 Recommendation

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E_K_S

  Read Replies (1) of 78958
 
There's a saying, "with honey, you get the money." Fidelity would be wise to learn something from that. After we moved from NYC to Henderson, NV, it appears that I only changed the address on two of four of my Fidelity accounts. Fidelity informed me via letter that if I didn't change the address on my accounts, my accounts would be placed on restrictive access in 3 weeks. Outside of immediately transferring all my accounts out of Fidelity, my first response was to find out why a simple nice request to change the address was not asked for without the threat of restricted access. Was I a criminal? Did I commit a misdemeanor or felony? Why wasn't I informed which accounts needed a change of address?

No, Fidelity decided to play Big Daddy and send their general form threatening letter without being helpful at all since only two of the four accounts needed an address change. At the very least, they could have informed me which of the accounts required an address change. Some companies get to big for their bridges and forget the meaning of customer service. Well, I took my business elsewhere. And no, not all brokerages would have handled the situation in the same manner. I think it's good policy to go the nice simple route first.
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