Robbie 
Are you considering a move from Vanguard to Fidelity? I’ve got your back! The process is quite simple. Open a brokerage account with Fidelity, fill out the transfer request form, and Fidelity will do everything else for you. They even reimburse ACAT fees for eligible accounts. Check out the tutorial below for a step-by-step guide … Read more
Fidelity’s managed accounts come in tiers based on investment amount. Under $25K gets you a robo advisor, $50K-$250K a group advisor, and $500K and above a personal advisor. But the real question is, do they deliver? Are Fidelity Managed Accounts Worth It? Pros of a Fidelity Managed Account: Expert Help: Fidelity’s got a team of … Read more
When I opened a taxable brokerage account with Fidelity, my account type was Margin (even though I didn’t apply for a margin account). I suspect this is still true with any new account opening.
A margin account entails a great deal of risk…
Fidelity Investments offers a referral program that allows existing customers to refer friends and family to open an account. In this blog post, we’ll provide a clear overview of how this program works and what to expect. Fidelity Affiliate Program vs. Other Brokers When it comes to affiliate referral programs, Fidelity differs from platforms like … Read more
You started transferring money from your bank account to your Fidelity brokerage account. Now, you’re probably wondering when those funds will be available for trading. In this guide, we’ll show how you can check the settlement status of your cash transfer and understand the collection periods for Electronic Funds Transfers (EFT) with Fidelity. Fidelity EFT … Read more
Ten years ago, I found myself at a crossroads, contemplating a shift from a managed Roth IRA to a self-directed one with Fidelity. Through this experience, I gathered invaluable wisdom from a supportive online community, and I’m keen to share my journey with those who may be considering a similar path. Background To provide some … Read more
While Fidelity is renowned for its extensive range of low-cost ETFs and mutual funds, some users may encounter challenges such as website usability issues, account restrictions, and the absence of instant deposit options. In this guide, we’ll walk you through the process of closing and deleting your Fidelity account, should you decide it’s the right … Read more