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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.

How to Transfer Stocks from Cash App to Fidelity

October 2, 2022February 12, 2022 by Diego

Cash App is a powerful mobile app that lets people send and receive money. It’s similar to PayPal and Venmo. The app has since grown into a full-fledged financial service.
With the current version of Cash App, you can send money, pay for t…

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How to Transfer Stocks from Public.com to Fidelity

October 2, 2022February 10, 2022 by Diego

Public.com and Fidelity are both great brokerages, but they have different strengths. Public is a mobile-based investing app catering to beginning investors. It has limited features, investment vehicles, and account types. Meanwhile, Fidel…

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Can I Transfer Unvested Stock Shares From Etrade to Fidelity?

January 17, 2022 by Diego

Someone asks:

Has anyone did a transfer in kind from an old employee stock plan to Fidelity? I have ESPP (Employee Stock Purchase Plan) shares and RSU’s (Restricted Stock Units) at E*Trade.
I’m also concerned about the transfer of all the…

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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…

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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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