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Question regarding New Fidelity VS CC

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Jaylima91
Established Contributor

Question regarding New Fidelity VS CC

Should I open the investment account prior to applying for the CC or should I do it vice-versa? Thanks
Message 1 of 3
2 REPLIES 2
FinStar
Moderator Emeritus

Re: Question regarding New Fidelity VS CC

It makes no difference either way but you'd probably want to get the approval first if you want the rewards from the CC linked to your CMA.  Unless you already have some type of brokerage account where you can move funds between that account and the potential CMA.

Message 2 of 3
Jaylima91
Established Contributor

Re: Question regarding New Fidelity VS CC

Thanks Finstar! You addressed my concern.
Message 3 of 3
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