Can I Get a Cashier’s Check From Fidelity?
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 Program – Benefits & Requirements
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
How To Find Total Dividend and Projected Income on Fidelity
One common concern among users transitioning to Fidelity from platforms like TD Ameritrade or Schwab is the visibility of their total income from dividend-paying stocks. In this guide, we’ll walk you through the steps to find your total dividend and projected dividend income on Fidelity. Locating Your Dividend Income on Fidelity Website In your Fidelity … Read more
Demystifying Fidelity’s Designated Investments Agreement
If you’re about to purchase ETFs like JEPQ or GBTC on Fidelity, you may have uncovered Fidelity’s Designated Investments Agreement. It’s completely natural to hesitate before blindly accepting something you don’t fully understand. (DI0903) This security is subject to the Designated Investments Agreement, which you have previously signed for this account. In this article, we’ll … Read more