Can I use the employer provided Individual TOD Fidelity account to deposit cash and personal trading? Or should I create a separate brokerage account?
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Amazon burnturnipMar 27, 2023
IIRC you create the fidelity account and netbenefits links to that account to create a taxable acct for ur RSUs and ur retirement accounts. I use the account I made then for all my investments and it’s worked well.
Though I would recommend separating your long term assets like index funds into a separate account from the one linked to netbenefits. Mainly so it’s easier to tell at a glance whether your retirement money is doing ok vs whether your individual stocks are doing ok
IIRC you create the fidelity account and netbenefits links to that account to create a taxable acct for ur RSUs and ur retirement accounts. I use the account I made then for all my investments and it’s worked well. Though I would recommend separating your long term assets like index funds into a separate account from the one linked to netbenefits. Mainly so it’s easier to tell at a glance whether your retirement money is doing ok vs whether your individual stocks are doing ok
Thank you.