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How can I see cases opened by other individuals at my firm?

How can I see cases opened by others at my firm?​

Parents
  • Hi Greg,

     

    Upon checking, case number 140853 was submitted under Fidelity Investments. If you want to view cases for the said account, you may need to create another account on the Customer Portal and specify Fidelity Investments for the company/account name so our Customer Care Team could add you it.

     

    I hope this helps.

     

    Regards,

    Cyrus

Reply
  • Hi Greg,

     

    Upon checking, case number 140853 was submitted under Fidelity Investments. If you want to view cases for the said account, you may need to create another account on the Customer Portal and specify Fidelity Investments for the company/account name so our Customer Care Team could add you it.

     

    I hope this helps.

     

    Regards,

    Cyrus

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