Regulation Best Interest – Slight Modification to Fidelity Core Account Offerings

Effective June 30^th, there will be a minor modification to Fidelity Core Account availability for your ESI Brokerage and Illuminations accounts. Default Core Money Market funds will not be impacted, but availability has been modified to impart some cost-consistency across offerings.

For Retirement Accounts (both Illuminations and retail Brokerage) FDRXX (Fidelity Government Cash Reserves) will be the only Core option.

For Non-Retirement Accounts, FZBXX (Fidelity Government MMKT Daily Money Class) will be the only option for ESI Retail Brokerage (0SK) Accounts. Similarly, SPAXX (Fidelity Government Money Market) will be the only option for ESI Illuminations accounts.

The drop-down options in the Wealthscape Unified Account Opening tool will reflect the changes at the close of business on June 29^th.

Please contact the ESI Trading Desk, or Advisory Trading desk at 1-800-344-7437 with any questions.

TC115293(0620)1

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Regulation Best Interest – Slight Modification to Fidelity Core Account Offerings

Previous PostReg BI Spotlight: New Training and Reference Resources

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