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cookj5

Aug 15, 2015, 11:44 AM

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New banking rules at Fidelity Investments

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This question is for anyone out there who is a US citizen and uses Fidelity Investments for their banking.

We recently received an email from Fidelity which is apparently a result of the FATCA rules. The changes they speak about are to go into effect on October 9, 2015. We find the materials Fidelity sent us very difficult to understand and are at somewhat of a loss as to how exactly we will be affected. We intend to talk directly to Fidelity, but we were hoping that someone here may know more than we do about the impending changes. A friend who also banks with Fidelity and lives Lakeside recently contacted us because she believes the material she received says she cannot have her Social Security deposited with Fidelity after October 9. She doesn't understand Fidelity's materials any better than we do.

Please let us know if you are in a similar situation with Fidelity and have any idea what is going on.

 
 
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