![]() ![]() To see if you have the offer, login to your account and go to the Summary page if it's not your default (Accounts & Trade -> Portfolio). ![]() The Fidelity website has a chart with some confusing wording at the bottom of the page (I've included it at the bottom of this post). In general, it seems to be Premium Services (>$250k) customers who are also Active Traders or Private Client Group customers (> $1m in assets at Fidelity, not all 401(k)), but not everyone seems to get it. Quicken is a registered trademark of Intuit Inc., used under license.It's back! Select Fidelity customers are eligible to receive a free copy of TurboTax Premier.
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