Likely the most important criterion is number of trades. I don’t think they’re making much profit out of me, though, since my trades are almost exclusively T-bills. Does the US Treasury pay financial institutions for selling their notes?
https://www.fidelity.com/accounts-trade/turbotax-discount
It should also show up on the “All accounts” summary page.
Free TT offer showed up for me there. Even though we transferred out our Roth IRAs to Robinhood last year. I think once they decide you’re eligible for it one year, you’re more likely to keep getting it in following years as long as you don’t pull out most of your money.
The offer is live now on the Fidelity website. If you want the download version, follow the link on the Fidelity website and it gives an option for it. Like last year, it costs five dollars.
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