Rivero v. Fidlty Investments

  1. July 06, 2021

    5th Circ. Won't Reconsider Fidelity Account Transfer Suit

    The Fifth Circuit won't revisit its decision that a woman couldn't sue Fidelity Investments Inc. requesting a court ruling that she didn't need Internal Revenue Service certification to transfer an account, according to an order Tuesday.

  2. June 25, 2021

    Texan Seeks 5th Circ. Redo Of Fidelity Transfer Suit

    A Texan asked the Fifth Circuit to reconsider its rejection of her request for a ruling that she didn't need Internal Revenue Service certification to transfer a Fidelity Investment account, saying it misinterpreted a prohibition on courts making tax determinations.

  3. June 11, 2021

    Tax Issue Bars Fidelity Account Transfer Suit, 5th Circ. Says

    A Texas federal court correctly rejected a woman's request to rule she didn't need IRS certification to transfer a Fidelity Investment account because it was barred by a law that prevents courts from making tax determinations, the Fifth Circuit said.