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Fidelity Account
- Robinhood & Fidelity Accounts Moving to Germany temporarily for couple of years and plan to return back to the US in 2-3 years. Is it possible to operate already operational Robinhood and Fidelity Accounts from Germany or will i need to close these accounts?
- Fidelity managed account. Reviews/feedback for Fidelity managed account. Investment around 100k.
- Fidelity BrokerageLink Account Recently opened a Fiedlity BrokerageLink account and transferred my 401k balance into it. I invested in multiple stocks. Can I sell/buy individual stocks at anytime like regular brokerage account? Fidelity is not charging any trading fees on stocks from the last one year. Are there any other hidden
- fidelity charity account any pros/cons to this route as against straight charity $$ contributions? there is a 0.6% ywarly fee on the account balance + $5K minimum opening deposit. serious replies only with first hand experience please
- Fidelity Accounting Job Offer Hi, I got a accounting manager job offer from Fidelity Boston. I was wondering 1) how does it feel working at Fidelity? pressure? Overtime? 2) their base salary is not much higher ($120k) than my current but their bonus plus profit sharing seems good (totaling 25%). What do you think?
- Vaguard or Fidelity account Is there a account with vanguard/ fidelity which I can create which soley invest in VTI? Main intention is to invest some money every month.
- Fidelity Index Funds Account How do you open a fidelity index fund account? I already have a 401k account . thinking of putting some in index funds. Do I need to open a new account? i am not much in favor of vanguard as there would be different platforms yo maintain
- Choosing Fidelity for HSA Hey Nubers I am a new hire and found that HealthEquity manages HSA for Uber. Is there a way we can choose to use Fidelity for HSA? If yes, what's the process? I have all my investments with Fidelity, so want HSA also to be at the same place for ease of use. #uber #investment
- Fidelity - Which account I should Open? Hello Guys, I am opening Fidelity account. I am new in Trading. I will use Fidelity very few times a year and I will have some stocks from my company in Fidelity. I am looking for Individual account. Can you please tell me which account I should open ? Will it be Free? Or probably with least cha
- Account transfer- fidelity shows margin I transferred my assests from robinhood to fidelity and it was completed today. All my nee assets show as margin in fidelity and it shows i have a pending 60$ margin that i owe to fidelity. Is this expected or should i contact fidelity?
- Microsoft stocks fidelity account expiry India Hello all, After leaving Microsoft how long does fidelity account is operational? Do we have to move out the vested and espp stocks to elsewhere or is it safe at all times? Also if account is operational do we have to pay basic fee every year to fidelity? #finance #stocks #microsoftbenefits
- vote HSA: Fidelity or Lively? HSA: Health Savings Account.
- Generate heat map for my fidelity account How do I generate my stock portfolio heat map for fidelity account
- Fidelity HSA: core position FDRXX or FDIC? Opening a HSA account with Fidelity and there’s an option to choose my core position: either Fidelity Government Cash Reserves (FDRXX) or FDIC-insured Deposit Sweep Program (FDIC). Which one should I choose? (Core position: where the money in my account is held under I invest it)
- 401K account tranfer from Empower to Fidelity Hi, I am changing my job and my new employer is offering Fidelity 401k. I would like to transfer my Empower 401k account to Fidelity 401k account. I do have pretax and Roth contribution and also money is being invested by professional. Is it possible to transfer my 401k to Fidelity ? Any tax impli
- Managed accounts @ Fidelity or asset allocation funds Looking for some insights from experinced/senior folks ... I just rolled over my 401k from my previous employer to a traditinal IRA account. i plan to keep this as my base account for moving 401k everytime i switch employer. i cannot decide whether to go for managed account service from fidelity.
- Fidelity or Morgan Stanley for MSFT brokerage account? From what I understood, there is option to open account with either Fidelity or Morgan Stanley to receive MSFT stocks. Is one significantly better than the other? Any tips from current and ex employees are welcome. #msft #msftstock
- Employers with HSA plans and non-Fidelity managed 401k plans I know this may seem odd, but I’m looking to shortlist prospective employers that offer both health plans with HSA account and have their 401ks managed by an entity other Fidelity, ideally Vanguard, but I’m flexible. Blind tax: YOE: 10 TC: 210k #insurance
- Fidelity: Transferring directly from taxable account to Roth IRA I know I should probably ask fidelity this, but thought I'd ask the blind community first: Fidelity gives me the ability to transfer my taxable individual account (with only my Amazon stock vests in it) to a Roth IRA directly up to $6000 a year. A.) What exactly is happening when I do that
- How do you feel about SMA Fidelity accounts? Does anyone have experience with SMA accounts? A separately managed account where a portfolio manager manages the funds for maximum tax loss harvesting. #personalfinance #investments
- vote Fidelity charges 8% annual interest while Robinhood charges 2.5% for margin account? It seems Fidelity is charging me 8% interest vs Robinhood's 2.5% So why not transfer everything to Robinhood? (ah yeah, Interactive Brokers is also about 2.5%) I called Robinhood... looks like the problem is that we cannot "transfer stock into Robinhood... only transfer out", so we have to sell at
- Why is Amazon moving 401k accounts from Vanguard to Fidelity? I heard that Amazon is moving all their employee 401k accounts from Vanguard to Fidelity in Jan2020. Anyone knows why that's the case? Does Fidelity have lower fees or a broader investment portfolio?
- Made a mistake and transferred 401k to Fidelity managed retirement account I made a mistake a couple years ago to rollover my previous company’s 401k to a Fidelity rollover IRA managed account. It made 8% return in 1 year which was less than all the indexes. Current YTD it only made 0.5% and that’s with 1% in fees. Should I move it to my current employer’s 401k or self ma
- Transfer HSA fund from ConnectYourCare to Fidelity? 2 questions: 1, is there any fee for transferring HSA fund out of ConnectYourCare? 2, Is it possible to transfer the investment without selling them? Couldn’t find any information from CYC website, so checking out here if anyone had previous experience
- Best way to withdraw money from Fidelity account to Indian Bank I recently joined Microsoft India and opted for ESPP. What's the best way to send money to Indian Bank account. And how to send, please guid me. Thanks a lot in advance #personalfinance #investments
- Robinhood/Fidelity take 3-5 days to transfer cash to thier accounts from the banks.. :( I have amount in my chase and BOA accounts, but looks like transferring it to Robinhood and Fidelity takes 3-5 days, by then the stock prices will increase. Is there a way to transfer the amount instantly so that I can buy the shares right away?
- What to do with 401k fidelity account after leaving a company? What should i do with my 401k account in fideilty after leaving the company? my new company does not use fideilty.
- I am completely new to stock market. All I have is a fidelity account and 10k Which stocks should I buy? I am okay taking a bit of a risk.
- link Fidelity’s New 401(k) Offering Will Invest in Bitcoin https://www.wsj.com/articles/fidelity-to-allow-retirement-savers-to-put-bitcoin-in-401-k-accounts-11650945661 The announcement may put tens of millions of individuals nearer to direct funding in Bitcoin this summer season with out having to arrange an account on a cryptocurrency trade.
- Good Faith Violation at Robinhood Hello, Fidelity and TD Ameritrade places on Good faith violation if the funds are not settled for cash account. My RH account is also a cash account. But, there is no good faith violation that I have seen. What am I missing in RH? TC: 300k
- 401k and HSA accounts when switching jobs My first switch, not sure how to best handle transfer of 401k and HSA accounts to new employer accounts. New employer uses fidelity as well for 401k and Optum for HSA. Does the new company usually handle this? Do I need to setup a call with Fidelity and Optum specialists? Thanks in advance. TC: 2
- vote Fidelity to Vanguard? Recently found out that Vanguard ETFs are more tax-efficient than Fidelity. I have FSKAX, FXAIX, FTIHX in 401k, roth ira and taxable accounts, not that much money in them. (@Fidelity broker) Should I restart with VTI and VXUS, I plan 80% VTI and 20% in VXUS in taxable account. (start buying Vangu
- suggestion for 401k at job change both old and new companies are using fidelity. should i roll over old account balance to fidelity ira or to the new account?
- Which brokerage account to choose? Want to open a brokerage account, but unsure of what the best options are. I’m 25, and don’t want to actively manage anything. My 401k is with Vanguard and my Employee stock plan is with Morgan Stanley. I have about $250k in cash savings right now. Questions: 1. Who should I open a brokerage accou
- Robinhood transfers - Q for SWE/DS Can anyone at fidelity, vanguard, TDA, etc confirm the spike in new accounts the past few weeks / months? #Fidelity @Fidelity
- vote What to contribute after max out Pretax 401k? MICROSOFT Fidelity There's 2 other options in Fidelity which are 1. ROTH 2. AFTER-TAX (NON-ROTH) What percentage should i put in? I don't need extra cash for expenses. Also, what option to choose for "in-plan coversion" vs "in-service withdrawal" Already setup max on hsa, espp. Base 158k Thanks
- Fidelity Roth IRA suggestions ? Hi, I am happy with my target date 2045 fund for my 401K account with fidelity (attached below). How can I mimic the same selection for Roth IRA? They said target date 2045 does not exist for Roth. Or is there a better one you may suggest ?#personalfinance #investments #retirement #fidelity #amazon
- Meta 401k and HSA accounts I am starting with Meta/FB in April 2022. What companies Meta use for 401k and HSA accounts? For example, my current company uses Fidelity for 401k and Optum for HSA. #meta #facebook #401k #hsa
- TurboTax or hiring a CPA I have a rental property in India and 1 saving account. Apart from that I used Robinhood and have fidelity, MS account. What do you guys recommend? TC: 300k
- What brokerage do you use to invest savings in bank? Outside of stock vests going into fidelity ive used Robinhood but I want to get out of it. Can you use the fidelity individual account to transfer $ from your bank for investment? Outside of stock vested in that account and other 401k/hsa accounts. Do you folks recommend?
- fidelity vs vanguard for personal investment With Amazon's 401k move on the horizon, i was planning to get a head start and nove my personal vanguard account to fidelity. Fidelity provides 0$tradea sort of checking account with debit card. access to same vanguarf funds(?) no fees at all is it too good to be true? Any disadvantage of moving a
- 401k rollover question Novice with 401k.. can you keep your stocks when you rollover between fidelity 401k accounts between employers? I use fidelity brokerage link.
- Managing money How do you manage money across different 401k, IRA, Roth, brokerage (RH, fidelity, vanguard), HSA accounts? I spread out risk by keeping some money in different brokerages like Charles Schwab, vanguard, fidelity, Morgan Stanley and Robinhood but I find it difficult to maintain all of them, any tips
- Dumb HSA Question I used to have an HSA with my old company. I know those funds are mine and the HSA is mine. I’m enrolling in benefits with my new company and I’m getting an HDHP plan and can make my own HSA but it’s not company sponsored. They explicitly state it’s my responsibility to set up the HSA. Can I use
- Schwab or Fidelity for brokerage I have a Schwab account, but have a Fidelity account from another life. I was thinking about actively using the Fidelity account more just to see how I like trading there. Does anyone have experience with both and have any opinion? #stock
- 401K Investments when switching companies Hi All, Can anyone shed light into what can be done to 401K money when switching companies? I read that 401K money needs to be transferred to a different/new IRA account, I wonder if we need to sell off investments and then transfer money to IRA and re-invest, does that sound right or is there a be
- Uber HSA Who's the HSA provider for Uber? Is the HSA administered by Fidelity? #uber
- Wealthcare HSA is charging $4 fees every single month!!! Wealthcare HSA is charging "maintenance fees" $4 every single month. Want to move to some other HSA, perhaps Fidelity HSA or Lively HSA where we are not fees-gouged. Can you recommend good HSA orgs that I can choose, be it Fidelity HSA or Lively HSA or any other ones you recommend? I want to close
- Roth IRA and Roth 401k conversion @ Microsoft Fidelity I haven't contributed any amount into roth IRA in 2022. 2022 - 401k limit is 61,000 I maxed out pre-tax 401k: $20,500 Msft contributed: $10,250 -----—--------------------------------------- What left is: $30,250 Here's my next steps: 1. OPen a traditional IRA with Fidelity - > Transfer 6k fro
- 401K on changing jobs What do people do with 401K account when changing jobs? I am about to leave Amazon and going to Google. With Amazon, I have 401K account in fidelity. With Google, I am told that would be managed by Vanguard? Can I keep these 2 separate accounts? or should I rollover to new employer account? What is