Investing Tools 🧮💲 Compound Interest Calculator

Curious to know how much your Fidelity SPAXX money market, Roth IRA, 401k or other investment account balances could grow thru the magic of compound interest? Compound Interest Calculator A compound interest calculator is a powerful and essential tool for anyone planning retirement savings, education funds, or any other long-term financial goals. By calculating compound … Read more

Roth Contributions in My Fidelity Employer 401k

I recently made the switch to Roth contributions in my Fidelity employer 401k and had some questions about how these contributions would be displayed. After reaching out for insights, I received valuable information from other users that I’d love to share. Combined or Separate Account? When I switched to Roth contributions, I was curious to … Read more

How to Add a NetBenefits 401k to Fidelity Full View

Are you facing the issue of your Fidelity NetBenefits 401k not showing up in the Fidelity Full View? Don’t worry; here’s a step-by-step guide to resolve this and have all your financial information in one place. Sometimes, specific accounts like the NetBenefits 401k might not automatically show up. Enrolling Your NetBenefits 401k to Fidelity Full … Read more

[Step-By-Step Guide] 🤔 How to set-up the automatic investing feature at Fidelity.com

fidelity recurring investment setting up

Fidelity auto investment feature now extends beyond mutual funds, adding support for stocks, ETFs, and baskets. As of November 2023, Fidelity customers can set up automated plans for regular stock/ETF purchases, enabling users to invest a fixed amount at regular intervals (weekly, bi-weekly, or monthly). How Does Fidelity Auto Investing Work? Instead of calling it … Read more

How to Trade Zero-Day Options on Fidelity (Yes, It’s Possible!)

Many wonder if it’s possible to trade 0DTE options trading on Fidelity. Let’s break down the facts. Can You Trade Zero-Day Options (0DTE)? Yes, Fidelity does allow trading Zero-Day options, but there’s a catch. You’ll need an account with a minimum balance of $1,000,000. This requirement may seem hefty, but it’s in place to safeguard … Read more

Fidelity Managed Account vs. Wealth Management (2023 Reviews)

featured retirement young couple

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

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