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CURRENT MARKET ENVIRONMENT

2nd Quarter | 2022

Quarterly recap
What’s happening at FPI
Reduced account size for Fidelity SDBA

As of September 1, 2022, the minimum account size for a Fidelity self-directed brokerage account (SDBA) account is $100,000. For more information, please review the Fidelity BrokerageLink PDF here.

Third-quarter statements

Third-quarter account summaries and OnTarget statements are scheduled to be delivered in the next few weeks. For those clients who have elected to receive our correspondence electronically, be sure to go to our OnTarget Investing website to verify that we have your current email address in our system. If you haven’t already opted for e-delivery, you can contact Client Services at clientservices@flexibleplan.com or 800-347-3539, ext. 1, to set it up.

Flexible Plan summer hours

To thank Flexible Plan employees for their hard work and dedication, our office will close at 4 p.m. (EDT) on Fridays from June 3 through September 30 to allow our staff to enjoy more of Michigan’s great summer.

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