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As a Fidelity customer, it’s important that you understand the difference between “Settled Cash” and “Cash Available to Trade”. They can provide useful insights into how much money you have invested and how much cash is still available to trade. Comprehensive Guide: Fidelity Settled Cash vs. Cash Available to Trade The distinction between “Settled Cash” … Read more
For many Fidelity customers, receiving unexpected calls can set off alarm bells. One such number 603 402 5050 has left several individuals questioning whether it’s a legit number or a scam. We’re here to help clarify this number and its association with Fidelity Investments. Legitimacy of Calls by Fidelity from (603) 402-5050 Online users have expressed … Read more
One common concern among users transitioning to Fidelity from platforms like TD Ameritrade or Schwab is the visibility of their total income from dividend-paying stocks. In this guide, we’ll walk you through the steps to find your total dividend and projected dividend income on Fidelity. Locating Your Dividend Income on Fidelity Website In your Fidelity … Read more
On August 12, 2024, Fidelity Investments implemented a significant change to its transaction fee structure, impacting investors who trade mutual funds from the Vanguard and Dodge & Cox fund families. The online trading fee for purchasing these funds has increased from $75 to $100 per transaction. What’s Changed? Previously, the online transaction fee for purchasing … Read more
For direct deposits and other electronic funds transfers, Fidelity’s brokerage accounts function akin to checking accounts. The deposits are also routed through UMB NA Bank. When setting up deposits, you should provide UMB’s name and address for a seamless process: United Missouri Bank1008 Oak StreetACH DepartmentKansas City, MO 64106 Final Thoughts In summary, the appearance … Read more