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Post by steadyeddy on Jan 8, 2021 0:49:54 GMT
I know some of you have sizeable assets at Fido. I hear that if you are a Premier Services client you can get access to eMoney which is a feature rich version of FullView they offer.
I called them today but was on hold too long so I abandoned the call.
True? Any insights?
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Post by anitya on Jan 8, 2021 2:59:57 GMT
I know some of you have sizeable assets at Fido. I hear that if you are a Premier Services client you can get access to eMoney which is a feature rich version of FullView they offer. I called them today but was on hold too long so I abandoned the call. True? Any insights? I never heard about that service. I did a search on their website and could not pull up anything about Premier Services. May be send us a link to where Fidelity discusses this service. A number of this forum members have Private Client Group designation at Fidelity, which a Fidelity rep mentioned to me is the highest level at Fidelity, and they may be able to weigh in. Re eMoney, website says, "eMoney Advisor is a diagnostic, Web-based tool owned and maintained by eMoney Advisor, LLC, a Fidelity Investments company." Seems like a financial / retirement planning tool. I do not have any experience with it.
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Post by Capital on Jan 24, 2021 17:02:40 GMT
Fidelity has a crypto currency business ran at fidelitydigitalassets.com where they provide these services to institutional clients. I do not think they provide these services to retail clients. I did see in the later part of 2020 Fidelity was launching the first crypto currency index fund, Wise Origin Bitcoin Index Fund I, for qualified clients. That fund was being offered thru Fidelity Digital Assets with a $100k minimum. I had no interest personally and did not look any further into this. That may be what you are referring to steadyeddy
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