You're welcome, though I was just copy and pasting what's on the form page ![:)]( "Smile")
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.Thank you for explaining this, especially the tip about they honoring reimbursement for less than 25kIf you ask the chat bot about it, it will direct you to the request reimbursement form: https://digital.fidelity.com/ftgw/digit ... tf/feeinfo
*If you already had $25,000 or more in personal investments (not in a workplace-sponsored plan (401(k), Health Savings Account, Employee Stock Plan, etc.) at Fidelity at the time you transferred an account with a value less than $25,000, you may also be eligible for reimbursement.
You can’t request reimbursement for an amount that’s greater than the transfer fee you were charged. Only termination or transfer-related fees are eligible for reimbursement. Any reimbursements made in nonretirement brokerage accounts are taxable and may create a 1099-MISC reporting. Reimbursements made in retirement brokerage or personal investing Health Savings Accounts are nontaxable. Reimbursements cannot be issued by check or credited to another retirement or nonretirement account.
Statistics: Posted by potatogun — Mon Jan 27, 2025 9:24 pm — Replies 9759 — Views 1801411