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

How To Find Total Dividend and Projected Income on Fidelity

fidelity year to date dividend

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

Can I Deposit Check With a Misspelled Name on Fidelity App?

You recently received a check with a minor misspelling in your name, and you’re wondering if you can still deposit it using the Fidelity app. Here’s what you need to know. Fidelity Mobile Deposit Process When depositing a check through the Fidelity mobile app, you must ensure that the name on the check matches your … Read more

UseFidelity