With $350k worth of assets in Fidelity, am I entitled to any perks or benefits?
I heard in the past there was some benefit to be had if you had more than $250k with Fidelity, but I've never seen anything suggesting this.
About $200k of this is in taxable, $90k in IRAs, and the rest in a Fidelity 401k.
Note: I only recently moved assets into this IRA, before than, the bulk of that $90k was in my 401k.