Convert managed fidfolio strategy?
Here’s a summary of the main problem and solutions discussed:
- Main Problem: The user, Illuminati, is unsure if they can convert from one Fidfolio strategy to another or if they need to open a new account for the change.
- Solution: Fidelity recommends that the user contact their Managed Account team or advisor to discuss their options regarding the strategy change.
- Contact Information: Associates are available for assistance Monday through Friday, 8:00 a.m. to 8:00 p.m. ET, and can be reached through the provided contact link.
- Additional Resource: The user can refer to the Managed Fidfolio FAQs for more information on their options.
Here’s the full thread
Hi there. Is it possible to convert from one Fidfolio strategy to another? Currently doing the direct indexing US Large Cap.
Or do I need to open a new account? If so can I do an easy transfer?
Great question, @Illuminati.
We recommend reaching out to our Managed Account team or your advisor (if applicable) to discuss your choices. Associates are available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET.
Contact Us: https://www.fidelity.com/customer-service/contact-us
Managed Fidfolio FAQs: https://digital.fidelity.com/prgw/digital/msw/overview/a
If we can be of assistance in the future, please don’t hesitate to reach out. We’re happy to help where we can. 🟢