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Personal Finance (Not Investing) • Why is Fidelity calling me?

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My former company 401k is at Fidelity and I did a partial rollout from that 401k into a Fidelity IRA. I later did a Roth IRA conversion of that amount into a Fidelity Roth IRA. The money is sitting in their cash money market for now. Fidelity has called me twice in the past two weeks leaving a voicemail saying something about setting up a time to go over my account and see how they can best support me.

Why are they calling me when I have not requested anything from them? I have no interest or time to set up a meeting with them. Is this standard practice for them and how many times will they call before they give up if I simply ignore the calls?

Statistics: Posted by saver1 — Tue Aug 06, 2024 4:53 pm — Replies 32 — Views 2201



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