My Fidelity financial advisor was unable to provide an answer to my queries. Upon logging into my account, I received a notification that I was eligible for the free TurboTax Premier version. Why not give it to the ones who’d actually use it?įidelity needs to provide more helpful information regarding the free version of TurboTax for its clients. Seems kinda pointless to me – most millionaires are going to need a CPA, not an off the shelf product. The easiest way to check if your account is eligible for the free TurboTax download is by checking the Account Summary page in your Fidelity account.
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