Fidelity Clamps Down on Tools That Let Financial Advisors Peek in Clients’ 401(k) Plans

8 hours ago 4

Sept. 19, 2024 8:42 americium ET

Fidelity is putting advisors connected announcement that it is cracking down connected the usage of third-party exertion to entree and negociate investors’ status accounts held astatine the company.

The determination comes successful effect to the emergence of fintech applications that usage investor’s login credentials to let their advisors to summation entree to their status accounts to much actively negociate those funds.

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