Fidelity Investments

Discharged

Allegation regarding employee submitting transfer form she altered by adding missing account number digits and deleting words indicating how form was received. Alterations were identified before any transfer was made and customer submitted new form. No customer harm or complaint.

Unproven allegations were made that I altered an account number and deleted wording. I followed Fidelity's policies and procedures, which I explained and proved to my manager at that time. The reason I was given at the the time of my termination was "unsatisfactory performance", so I was unaware that this was the reason for my termination until it was reported on my U-5.