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

How to Send Money From Cash App to Fidelity

Some Fidelity customers wonder if they can transfer money from their Cash App account to Fidelity. The short answer is yes. And believe it or not, the process is also straightforward. In this guide, we’ll walk you through the steps to transfer money from Cash App to your Fidelity brokerage account. How to Transfer Funds … Read more

How Safe Is Fidelity Money Market Fund? Can It Drop Below $1?

Fidelity money market funds like SPAXX, SPRXX, and FDLXX, are offering yields north of 4.9%. Unsurprisingly, investors are leaving their money inside their core position rather than investing it elsewhere. Some investors on Reddit are wondering what would happen to these Fidelity money market funds in the event of a government shutdown. Specifically, how long … Read more

Why Is Fidelity Withholding My Taxes? (Quick Fix!)

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

My Fidelity Account Was Hacked! Do I Get Fraud Protection or Reimbursement?

Tools like Mint or Personal Capital (Empower) can be a game-changer when managing your finances. However, recent concern has been raised about the potential risks of providing your Fidelity login details to these platforms for account aggregation. What happens if your Fidelity account is hacked through a third-party app or website? Undoubtedly, someone could get … Read more

How To Fix Plaid Not Linking Bank Account to Fidelity

If you’re like me and have been trying to set up a linkage between Fidelity and another institution using Plaid, you might have hit a few roadblocks. From what I gathered, many Fidelity customers also need help with this process. Fortunately, there are alternative methods to get your accounts connected smoothly. Here’s a step-by-step guide … Read more