Fidelity Basic Plan Document No 17 Form

Instructions and help about Fidelity Basic Plan Document No 17

[Music] today we're going to talk a little bit about some of our competitors actually in the space are one competitor in particular and that's fidelity obviously everybody's heard of fidelity and our typical most of our clients come to us looking to set up a plan with fidelity schwab or vanguard we do a lot of work with fidelity and if you've worked with imperium and you understand us and what we do you know that we are not money managers we're not financial advisors we don't take your money we don't manage it we don't tell you what stocks to invest in or whatnot what we do as part of our onboarding process is we assist you at setting the plan up at the custodian of your choice now again that's usually fidelity vanguard or schwab often e-trade as well but you know today we're going to talk a little bit about fidelity we do a lot of business with fidelity i would probably say they're our number one custodian that we that we are currently working with clients enjoy working with them a lo