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Move to Fidelity

Are you tired of your old brokerage? It’s time to flip the switch! Fidelity makes the process easy. Find your current brokerage below and follow the instructions.

Merrill Lynch vs. Fidelity (2022): Here’s Why Fidelity is Better!

October 2, 2022August 12, 2021 by Diego

Someone asks:

I’m a beginner (at investing) and I’m looking into opening an account with an online broker. At the moment I’m leaning toward Fidelity or Merrill Edge.
What do you guys think of Merrill Edge? Compared to other online brokers…

Categories Move to Fidelity Leave a comment

How To Move From Edward Jones to Fidelity (Step by Step)

October 2, 2022August 8, 2021 by Diego

When it comes to moving your account from Edward Jones to Fidelity, it’s important to ensure that you’re doing what’s best for your financial future. Here are a few things you need to consider before making the switch.

Fees: Fidelity typ…

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Fidelity Gain/Loss Column Missing After Account Transfer

October 2, 2022March 7, 2021 by Diego

Someone asks:

Has anyone ever transferred shares from one fidelity account to another?
I just did, and my stocks read like this. The only real info it shows about my positions is the share count. Will this return to normal or should I wai…

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How To Transfer Stocks From a Taxable Account to a Roth IRA?

October 7, 2022March 5, 2021 by Diego

Someone asks:

What’s the easiest way to transfer stocks from a taxable account to a Roth IRA? I know people have said to withdraw the money from the taxable account and put it into the Roth but if I go to a Fidelity branch could they tran…

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Transfer From M1 Finance to Fidelity: Everything You Need To Know

October 2, 2022February 21, 2021 by Diego

Someone asks:

I recently transferred from M1 to Fidelity. The stocks that were transferred have an ‘m’ beside them that means ‘margin’. I guess that means I can borrow money from that stock to buy other stock, which I would never do…Is th…

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Transfer from Vanguard to Fidelity: Everything You Need to Know

October 17, 2022February 21, 2021 by Diego

Someone asks:

So if I want to leave Vanguard, where I have 99% Vanguard funds, and go back to Fidelity, is there some way to do it without liquidating everything? In my Roth and Traditional IRA, I have mutual funds and ETFs. I think the E…

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