Fidelity Investments has introduced a new policy restricting financial advisors’ ability to access or manage clients’ 401(k) accounts directly. The change affects thousands of independent advisors who ...
Fidelity and Schwab have blocked third-party advisors from accessing 401(k) plans via credential sharing. Here's why, and what to do if your account is affected. Many, or all, of the products featured ...
Being denied access to your own investment accounts is many a saver's nightmare, and many users of these two platforms are dealing with it right now.
The letter Kelly Havins received in September seemed fishy. Havins, 63, lives in Phoenix and works as a food retail consultant. The letter appeared to be from Fidelity Investments, where he has had ...
Ryan Wilcox is a full-time Personal Finance Writer at Motley Fool Money, covering credit cards, bank accounts, investing, auto insurance, and other personal finance topics. Ryan has been writing about ...