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I do not know what the requirement is. But it is not based on $500,000.
The document that used to be on the Fidelity site included $500,000 (Premium Services) as one of the ways to get it, as well as Private Client Group ($1m). I think that for PS, you needed to also be an Active Trader Pro customer. They've changed things this past couple of years and even PCG isn't enough to get it anymore, at least not reliably, as many here can attest.
Had the 30% offer from Fidelity. The site will drive you to the online version, but you can navigate to your account profile and then find the downloadable products from there.
Anyone find the Federal only desktop version to buy on the TT website ? All I see is the Federal + 1 state desktop
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Had the 30% offer from Fidelity. The site will drive you to the online version, but you can navigate to your account profile and then find the downloadable products from there.
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