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Fidelity Advisor 529 Application Atlantic Financial Form
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People also ask
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How do I contact Fidelity Advisor 529?
Investment Professional Services 800-522-7297 888-321-7349* 8:30 a.m‐7:00 p.m. *Important Note: Unsolicited faxes will not be accepted. Please speak with a Fidelity Advisor Representative prior to faxing any forms or documentation. -
How do I contact Fidelity 529?
Or call us at 800-544-1914. -
What is an advisory 529 plan?
Our 529 plan offers potential tax advantages, a broad range of investment options, and high contribution limits to help students save for higher education expenses. Assets in the plan can be used for tuition, books, and other education-related expenses at most accredited colleges and universities. -
Can you open 529 on Fidelity?
No annual account fees Also, no account minimums required to open a Fidelity-managed 529 account. -
How do I contact Fidelity plan administrator?
Call 1-800-835-5097 to speak with a representative on your organization's plan. -
How do advisors get paid on 529 plans?
Your Financial Advisor receives a portion of these sales charges and distribution fees as ongoing compensation for selling and servicing the 529 plan. 529 plans, in which you may pay brokerage charges, or ongoing commissions (trails) on your investment options, an advisory fee leveraging household pricing is charged. -
What is the phone number for Fidelity Chet Advisor?
24-hour account access and customer service: View and manage your CHET account anytime at Fidelity.com. Should you need help, our education planning specialists are available Monday–Friday from 8 a.m.–9 p.m. ET at 888-799-CHET (2438). -
What is Fidelity Advisor 529 sales charge?
Class A units for Age-Based, Static Allocation, and Individual Fund Portfolios are sold to eligible investors with a maximum front-end sales charge of 3.50%.
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