Investing » UseFidelity

Achieve Your 2025 Investment Goals with 3 Strategies 🎯 New Fidelity Investor Guide

February 3, 2025January 23, 2025 by Robbie

Learn how to maximize your 2025 investment potential and start building personal wealth with these game-changing strategies, including automating investments, fractional shares, ETF’s, and diversification. 3 Investment Strategies for New Fidelity Investors Whether you’re investing with Fidelity, these three powerful strategies are perfect for new investors to start securing your bag for your future. With … Read more

Fidelity Free TurboTax 🆓 How to Check Your Eligibility in 2025

January 22, 2025January 6, 2025 by Robbie

Do Fidelity investors have the opportunity to get TurboTax online for free for the 2024-2025 tax season? Follow this helpful guide to see if your account is eligible. Here’s what you can do to check if your Fidelity account has received the exclusive offer, which allows them to file their taxes with TurboTax online at no … Read more

2025 IRA Contribution Guide for Fidelity 401k & Roth IRA 🟢 [Strategy Guide]

January 30, 2025December 31, 2024 by Robbie

Looking to maximize your Fidelity 401k and IRA contributions in 2025? Learn the new limits, smart investment strategies, and how to optimize your retirement savings. The start of 2025 brings exciting opportunities for Fidelity investors to optimize their retirement savings and investment strategies. As someone who’s spent years helping others navigate their financial journey, I’m … Read more

Fidelity Increases Transaction Fees for Vanguard Mutual Funds

October 20, 2024August 16, 2024 by Diego

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

Fidelity Trust vs. Estate Account – My Story

September 28, 2023 by Diego

I’ve been trying to figure out the difference between a Fidelity Trust account and an Estate brokerage account. Even after chatting with a Fidelity rep, things still seemed a bit unclear. So, let me share my own experiences to help you get a handle on this financial puzzle. Fidelity Trust Account: What Is It? A … Read more