Closing Extra Brokerage Acct
Summary:
- The main problem reported by the user is whether they can close an empty brokerage account with Fidelity online after consolidating accounts.
- The solution provided by Fidelity is that the user can close the empty account through their Virtual Assistant by typing “close account” in the question box and following the prompts.
- A link to the Virtual Assistant was shared for easy access to the account closure process.
Here’s the full thread
I have multiple brokerage accts with Fidelity and I consolidated two yesterday. Am I able to close the empty one online or do I have to call in? Thanks!
Hi there @the Bearded Marauder!
It sounds like the account you’d like to close has a $0 balance. So in this case, you can close it through the Virtual Assistant in the link below. To get started, type “close account” in the question box and follow the prompts.
Virtual Assistant: https://www.fidelity.com/customer-service/chat
Let us know if we can help with anything else!
Awesome, thanks!
All set.
Glad to hear it! Happy to help.🟢