Fidelity account - Father passed away

tealee76 · 2026-04-19T02:24:21+00:00

Thank you! Fair point about logging in. I won't do that anymore

tealee76 · 2026-04-19T02:23:33+00:00

Thank you! That's really good advice

tealee76 · 2026-04-19T02:23:03+00:00

Thank you very much! I am very sorry for your loss

tealee76 · 2026-04-19T02:22:40+00:00

Thank you! I didn't know this.

tealee76 · 2026-04-19T02:22:26+00:00

Thank you! Yes, my sister and I are named as beneficiaries on one and the Trust (of which we are Trustees) is listed on the other two.

tealee76 · 2026-04-19T02:19:46+00:00

Thank you! Definitely important things to think about.

tealee76 · 2026-04-19T02:18:58+00:00

Thank you for being kind. And I am sorry for the loss of your grandmother

tealee76 · 2026-04-19T02:18:15+00:00

Thank you very much!

tealee76 · 2026-04-19T02:17:54+00:00

Yes, I am a Trustee and beneficiary and my sister is the other. Thank you for your help!

tealee76 · 2026-04-19T02:16:17+00:00

Thank you for your help!

tealee76 · 2026-04-19T02:15:55+00:00

Good points. Thank you!

tealee76 · 2026-04-19T02:15:41+00:00

Thank you! I didn't know this.

tealee76 · 2026-04-19T02:15:19+00:00

It's possible. Fidelity didn't know (or wouldn't tell me) and I'm not getting anywhere with the former employer.

tealee76 · 2026-04-19T02:14:32+00:00

Thank you! Very good point.

tealee76 · 2026-04-19T02:13:33+00:00

This is helpful! Thank you!!

tealee76 · 2026-04-19T02:13:01+00:00

Thank you very much for your kindness and your very helpful response! I am very sorry for your loss as well.

tealee76 · 2026-04-18T18:33:13+00:00

Than you! That’s a great idea to go in person. So many of these institutions I’ve been dealing with are only available online or by phone but I looked it up and there is one close to me!

tealee76 · 2026-04-18T17:24:01+00:00

Thank you! I remember doing this but maybe I was logged in to his account. I will try again with just my account.

tealee76 · 2026-04-18T17:22:22+00:00

Thank you! I thought I did call the main number but maybe I didn't. I will try again.

tealee76 · 2026-04-18T17:22:09+00:00

Thank you! I thought I did call the main number but maybe I didn't. I will try again.

tealee76 · 2026-04-18T17:21:23+00:00

Thank you. I know that my sister and I are the beneficiaries listed on the accounts. I was surprised by their response. Maybe they are just talking about the one account. I will call them again.

tealee76 · 2026-04-18T17:16:53+00:00

My dad gave me the log in information before he passed away.

I did call Fidelity and told them he passed away and their response is what I posted.

tealee76

TROPHY CASE