What Happens If You Skip Your Fidelity Investments Appointment? The Surprising Risks Exposed

Sat, 18 Apr 2026 11:29:13 +0000

**What Happens If You Skip Your Fidelity Investments Appointment? The Surprising Risks Exposed** Recent data shows growing attention in the U.S. around the long-term consequences of missing scheduled investment reviews—especially with major financial institutions. One critical question now trending: What happens if you skip your fidelity investments appointment? The answers reveal risks that go beyond missed advice—impacting portfolio health, wealth growth, and long-term financial confidence. Skipping a fidelity investments appointment might seem harmless at first, but it opens the door to subtle yet serious consequences. Regular check-ins with your financial advisor help align your portfolio with evolving goals, market shifts, and personal circumstances. Without these touchpoints, small gaps can compound, leaving your investment strategy misaligned and vulnerable. Here’s what often unfolds when appointments are neglected: first, your portfolio may drift from risk tolerance and time horizon assessments. Over time, asset allocation drifts, exposing you to exposure inappropriate for your long-term needs. Second, missed tax optimization opportunities—like adjusted stop-loss strategies or retirement account rebalancing—can reduce after-tax returns. Third, critical performance reviews that highlight underperforming assets or emerging risks often go unnoticed, allowing losses to accumulate silently. Finally, communication with your advisor fades, limiting access to expert guidance during market volatility.