For example, this week I needed some cost basis information on a transfer between accounts with unlike registration. Couldn't get it online. I emailed them. They responded via secure message with exactly what I wanted in 2 business days.
Probably means the internal messaging system on Fidelity’s page.
FWIW, I also think Fidelity has fantastic customer service, especially in-person. It’s their differentiator and competitive advantage. Wouldn’t be surprised if OPs question was not simple at all.
Agreed; an ugly but reasonable solution to a real problem. However! I wish they'd put a URL in the email which brought you directly to the message in question once you logged in, rather than forcing you to navigate through the whole web UI and messaging system to find it. They never do that.
For example, this week I needed some cost basis information on a transfer between accounts with unlike registration. Couldn't get it online. I emailed them. They responded via secure message with exactly what I wanted in 2 business days.