The new resources include streamlined account set-up and transfer of assets capabilities, e-notification of customer statements and trade confirmations, and enhancements to National Financial’s Service Center, the online platform for managing service requests.
National Financial, the broker/dealer arm of Fidelity Investments, said the enhancements to its Service Center are designed to automate various service requests, including prioritized time-sensitive updates, actionable response instructions and secure alerts via e-mail or mobile devices.
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