Fidelity’s Enhanced Index Funds To Become ETFs (3 Insights)

Fidelity Enhanced Index Funds (EIFs) are set to undergo a conversion to Exchange-Traded Funds (ETFs) this November. For those who have received the August email notification or are simply curious about the transition, here’s a comprehensive breakdown of what this means for you. Background: The Fidelity Conversion Fidelity, a renowned investment management company, is converting … Read more

Fidelity Transaction Fees for Vanguard Funds (2024)

Yes, you can purchase Vanguard mutual funds through Fidelity, but it comes with a transaction fee. Here’s what you need to know. Fidelity Online Purchase Fees for Vanguard Funds When you buy Vanguard mutual funds on the Fidelity website, there is a fee of $75 (it’s now $100). This is like a service charge. Rep-Assisted … Read more

I Canceled Fidelity Managed Account Services (Full Story)

fidelity managed account

Fidelity had been managing my retirement account for years, charging a 0.6% fee. But now, I was considering a change. I wanted to take the reins and manage the investments myself. When I reached out to Fidelity, they assured me that if I stopped their service, my existing investments would remain untouched. Some of my … Read more

Fidelity (146822) Securities flagged as Reg S cannot be traded

A friend suggested an exciting company for me to invest in. I tried to trade the stock on Fidelity, and it was flagged as “Reg S.” As a result, Fidelity wouldn’t let me invest in the security. (146822) Securities flagged as Reg S cannot be traded through this electronic channel. Please review your order or … Read more

Fidelity Created a Margin Debit: Avoid Interest Charges

Last week, I decided to add Margin to my Fidelity account. I wanted to hold off on transferring funds for an order until it was actually filled. I was a bit hesitant about transferring money into the account before a limit order goes through. Fast forward to today, and I made my inaugural buy using … Read more

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