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Do you attest that the above trades are an accurate account of your trading activity?

Do you attest that the accounts listed above is a complete list of your brokerage accounts?

I have read and agree to the following "Quarterly Transactions Report" certification

I understand I am signing this agreement electronically and that my electronic signature is the legal equivalent of my manual signature on this Agreement.

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Fidelity | Last updated: 03-19-2024 00:53
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Reason for flagging:
"“Our entire compliance routine is 3X more efficient. There’s really nothing else like this.” Giovanni Corrado, Chief Compliance Officer"
Testimonial from a client without a disclosure
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Your reply:
"“Our entire compliance routine is 3X more efficient.
There’s really nothing else like this.”
Giovanni Corrado, Chief Compliance Officer"
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