Trying to place a trade in your brokerage account but encountering the “This Fidelity.com account is currently restricted” error? We break down some of the reasons why Fidelity may be restricting your trading. Here is what it says:
Someone asks: I will likely do an ACAT to Fidelity. Anybody have experience with this process? What does Fidelity charge to transfer stocks? Will Fidelity cover the ACAT transfer fees? Fidelity Account Transfer (ACAT) Fee 2023 Fidelity does not charge a fee to move assets from another brokerage. However, your current institution may charge a … Read more
If you need a certified check or cashier’s check from Fidelity for your security deposit, you can request one. A cashier’s check is a money order used to pay for goods or services. It is considered a safer way to send money than using personal checks, as it is insured by the bank or financial … Read more
Fidelity Private Client is an exclusive program tailored for Fidelity clients with substantial assets in their investment accounts. Think of it as the elite status within the Fidelity brokerage firm. Here is what you need to know about the private client status at Fidelity, its benefits, and the requirements to get into the program. (Updated … Read more
