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Upgrade to ProYou are a Client Relationship Manager at Fidelity. The advisory services team is rolling out a consolidated portfolio review program for clients who hold multiple accounts. Clients managing three or more portfolios are strong candidates for a dedicated advisor who can coordinate strategy across accounts, optimize tax treatment, and rebalance holistically. Your manager has asked you to pull a list of these multi-portfolio clients so the team can begin scheduling review meetings.
You are a Client Relationship Manager at Fidelity. The advisory services team is rolling out a consolidated portfolio review program for clients who hold multiple accounts. Clients managing three or more portfolios are strong candidates for a dedicated advisor who can coordinate strategy across accounts, optimize tax treatment, and rebalance holistically. Your manager has asked you to pull a list of these multi-portfolio clients so the team can begin scheduling review meetings.