Broker Check

A Quick Update on Our Move to Fidelity

November 11, 2025


We appreciate all your support as we continue our transition to Fidelity. Our Merited Wealth 2.0 transition is moving along smoothly, and we’re grateful for your patience throughout the process.


One quick reminder: please set up online statement delivery with Fidelity to avoid paper statement fees.


As always, if you need any help, Maria and Natalie are happy to guide you through each step, they’re just one call or email away.


Thank you for being part of the Merited Wealth family.