How to Close Duplicate Roth IRA Accounts on Fidelity

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Accidentally opening 2 Roth IRA accounts on Fidelity can happen to the best of us. Whether it was a momentary lapse in attention or a technical glitch, it’s essential to know how to fix the situation without incurring any unnecessary fees or penalties. In this guide, I’ll walk you through closing a duplicate Fidelity Roth … Read more

Fidelity Gain/Loss Column Missing After Account Transfer

When you transfer stocks between Fidelity accounts, it’s normal for your gain/loss data to temporarily disappear from your Positions page. This is due to the technical process of transferring shares between accounts, and it might take a few days for the system to update and display the information accurately. Patience is Key Several Fidelity users … Read more

Fidelity Total Price Improvement: How It Works!

I recently had a trading experience with Fidelity that led me down a rabbit hole of curiosity about “Total Price Improvement.” You may have seen this figure on some of your trades or transactions. The Scenario: I decided to sell my AMC shares today. To my surprise, Fidelity reported a Total Price Improvement of $0.03 on … Read more

Can You Have Multiple Fidelity Accounts? (The Truth!)

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As you embark on your investing journey, you may wonder if having multiple accounts on Fidelity.com is possible. The good news is, yes, it’s possible to have multiple account with a single login. This article will guide you through the process and shed light on the benefits of this approach. The Benefits of Having Multiple … Read more

How To Turn On Paperless Statements for Fidelity Credit Card

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Are you tired of receiving paper statements for your Fidelity Credit Card? Switching to paperless statements is a convenient and eco-friendly option. In this blog post, I’ll show you how to setup paperless bank statements for your Fidelity Credit Card. Step 1: Log In to Your Fidelity Account Start by logging in to your Fidelity … Read more

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