saying it planned to block credential-sharing applications that enable external investment advisors to gain access to their clients’ retirement accounts held at administrators such as Fidelity.
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Schwab Joins Fidelity in Restricting Advisors’ Use of Fintech Tools to Gain Access to Clients’ 401(k)s
For months it was a story about Fidelity Investments. Last year, the financial services company issued a public statement saying it planned to block credential-sharing applications that enable ...
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