Exploring Fidelity’s Promotions and Account Services
Summary:
- The user is seeking assistance regarding available promotions and eligibility for additional offers at Fidelity.
- Fidelity provides a link to current special offers for users to review.
- Users may discuss their specific transfer offers by contacting the Investment Solutions Team, available Monday to Friday from 7:00 a.m. to midnight ET and weekends from 8:00 a.m. to 10:00 p.m. ET.
- For assistance, users should specify “Investment Solutions” when prompted about the department they wish to speak with.
Here’s the full thread
Hey @⋆｡ ﾟ☁｡ ﾟ☾ ﾟ｡ ⋆ I am happy to review this with you.
We are currently running a few promotions; you can use the link below to locate them:
Current special offers at Fidelity: https://www.fidelity.com/go/special-offer
Beyond that, you may be eligible for additional offers based on your specific transfer. We’re happy to review that with you. Please contact our Investment Solutions Team to talk about eligibility requirements. They are available Monday – Friday from 7:00 a.m. – midnight ET and Saturday and Sunday from 8:00 a.m. – 10:00 p.m. ET. If asked what department you’d like to speak with, please say “Investment Solutions” to be directed to the correct group.
Contact Us: https://www.fidelity.com/customer-service/contact-us
Designations like Premium Services and PCG are based on the breadth of our clients’ relationship with us and are a way for us to recognize and thank you for choosing Fidelity. Having your account under our Premium Services team or PCG gives you the ability to work with a financial representative who understands your needs and serves as a point of contact for your relationship with Fidelity. You will also receive access to Fidelity’s thought leadership and local events and seminars.
Thank you for considering Fidelity. Please reach back out anytime if we can help with anything else.🟢