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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
When my wife and I decided to open a Roth IRA, we faced the classic choice: Vanguard or Fidelity. I’d like to share my experiences and give insights into these two giants in the investment world. Platform Comparison For me, the decision initially felt like choosing a favorite color. I settled on Vanguard for its … Read more
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
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
Fidelity’s Active Trader Pro will soon drop support for Windows 7 and Windows 8 users. If you’re an avid user of the trading platform, you should’ve received an alert indicating that ATP will no longer be accessible on computers running Windows 7, Windows 8, and Windows 8.1. Why the Change? It’s essential to understand the … Read more