I am trying to setup auto trading in wealth lab pro and I am a Fidelity customer.
Is the User Agreement I see under the Help menu the same thing as the Auto trading user agreement that Fidelity is asking me to review?
Or is there a separate user agreement for auto trading and if so how do I access it?
How do I finish the process for getting my auto trading setup in this software?
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That's a general Wealth-Lab Pro user agreement, which refers to the "Fidelity Wealth-Lab Pro Automated Trading User Agreement". Please call Fidelity Active Trader Services to ask about the requirements for a Wealth-Lab Pro Auto-Trading entitlement. While I'm not aware of the current requirements, its likely that you must demonstrate a history of 'heavy' trading activity. Account size may be a factor too. Good luck!
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