How I Can Set Up a Joint Account with Fidelity

ByAmara5

Summary:

  • The user is seeking a way to chat with an advisor about opening a joint account to consolidate finances with their spouse.
  • Fidelity offers several methods to meet with advisors, including in-person, phone, or video calls.
  • Users can schedule appointments through the Fidelity website or use the Branch Locator to find a nearby branch for assistance.
Here’s the full thread
reas0n
10/15/2024 at 16:23:00 PDT
Is there a way to chat (video or phone) with an advisor about opening up a joint account? Wife and I are trying to consolidate our finances. We both have individual accounts with Fidelity already, and plan to move the rest of our money over to Fidelity also.
FidelityCaitlin
10/16/2024 at 07:28:22 PDT
Good morning, @reas0n. Thanks for your interest in opening a joint account with us! We offer several convenient methods for meeting with our advisors, including in-person meetings at a branch, over the phone, or by video call. You can schedule appointments to meet with an advisor on our website or check out our Branch Locator below to get in touch with your desired branch and set up a meeting that way. Find an advisor: https://digital.fidelity.com/prgw/digital/faa/0/connect-with-an-advisor Please let us know if there’s anything else we can help with. 🟢

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