If you have not registered for Tom's celebration be sure to do so.

You can register here.

We were able to reschedule an event that has been the talk of the town since announced! If you would like to join us for the celebration, please RSVP above (even if you previously did so in November) and follow the prompts so we can have a count of those who will be attending.

Investor360°^® Reauthentication

of Fidelity Accounts

Have an outside Fidelity account?

Envestnet | Yodlee, the account aggregation within Investor360°, has implemented an open banking connection with Fidelity. Open banking connections are better, faster, more reliable, and more secure, providing you with an improved user experience. Connecting via open banking helps to avoid impact from provider actions, such as site blocking and MFA login challenges, which have recently become more frequent.

What to Do

You’ll need to reauthenticate your Fidelity connection(s) before the migration end date of Friday, December 8, 2023, to avoid a gap in data. Reauthentication after that time will result in missing balance data from December 8 up until the time of reauthentication.

Provided below are how-to video resources to help you with relinking your accounts.

• Relinking External Accounts (01:30)
• Linking External Accounts (04:21)
• Adding a Manual Account (01:32)

December Systematic Withdrawals

If you have a December distribution for your systematic withdrawal plan on your account to be sent December 11, 2023 - December 31, 2023 it will be sent to you early—in the second week of December—rather than on your normal withdrawal date.

Why?

This is an automatic process that helps ensure that the distribution is processed before the end of the year. Going forward, your plan will continue to pay with its usual frequency and on its usual date.