My brokerage account is with Fidelity and my advisor sent me the link about 10 days ago to indicate my interest in the IPO, which I completed, today I received a notice from Fidelity that I must reconfirm my interest between 7pm and midnight tonight and would receive notice tomorrow before market opening if my request has been filled and how many shares, I’ve been allocated if any.
I’ve been with Fidelity for over 40 years, I don’t have millions invested with them, but I do have enough to have my own advisor, which relatively speaking is probably a pittance, but who knows I would like to get a few shares allocated to me.
Same here. Decades at Morgan Stanley. We’ve had the same great top-rated advisors on the West Coast all that time. One is on the investment side and his partner is on the personal management side. Our investments here in Silicon Valley absolutely pale compared to the high-wealth people here, but I still get time with our advisors.
I have Fidelity and Schwab, using Schwab this time.
I’m not sure what methodology their allotment algorithm is using, but it will be very limited. Shares at the IPO price should be a good buy in, although what happens tomorrow and then after the various staggered lockup periods end is anyone’s guess.
Long term a good buy and hold.