Discover strategies to get the most of your account on Fidelity.com, including tips and tricks, how-to articles and videos.
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
Welcome to our guide on how to get TurboTax for free from Fidelity for the 2023-2024 tax season. Fidelity customers have the opportunity to take advantage of this exclusive offer, which allows them to file their taxes with TurboTax Premier Online at no cost. In this tutorial, I will be covering two things: Fidelity Free … Read more
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
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
If you’re a US citizen and find yourself subjected to backup withholding on your Fidelity account, there’s a straightforward process to address this issue. Backup withholding is typically imposed by the IRS if there’s an issue with your Social Security Number (SSN) or Taxpayer Identification Number (TIN) certification, such as a name mismatch due to … Read more
Now that Fidelity offers crypto trading to the public, it’s time to talk about taxes. If you buy and sell crypto on the Fidelity platform, you’ll either make a profit or a loss, and you need to report that on your taxes. So, how does the brokerage handle tax reporting for Bitcoin and Ethereum trades? … Read more
Before building a portfolio based on Dave Ramsey’s investing strategy, you must decide which mutual funds to include. Assuming you have an account with Fidelity Investments, we have that list handy. Dave recommends spreading your investments evenly among the four categories listed below: Fidelity has a large selection of mutual funds that meet Dave Ramsey’s … Read more