CIP App
What is the age range of PI customers who log on most frequently to Fidelity.com?
25-30
45-50
70-75
What is the age range of PI customers most likely to be visiting Fidelity.com from a tablet?
20-25
40-45
65-70
With the CIP app, can you update/change beneficiaries?
Yes
No
With the CIP app, can you complete a withdrawal?
Yes
No
With the CIP app, can you place a trade?
Yes
No
With the CIP app, can you access and print contrafirm statements?
Yes
No
With the CIP app, can you apply for margin?
Yes
No
With the CIP app, can you open and fund a Fidelity Charitable account?
Yes
No
With the CIP app, can you recharacterize IRA contributions or process a return of excess?
Yes
No
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