To view treasuries by maturity

Login → All accounts → More → Analysis → Hover on “Fixed Income Analysis” → Choose “Fixed Income Analysis Tool” → A separate windows pops up

You can also go there via https://oltx.fidelity.com/ftgw/fbc/ofoltx/bondCDAnalysis

Sort by the Maturity column

To turn on the push notifications from Fidelity app in Android

Settings → Notifications → App notifications → Select Fidelity → Slide right

• Automatic sweep of uninvested cash into money market funds
  • FWIW, this is not available in Schwab. [asof | 2023-09-21]
• Customer service is great. [today | 2023-09-22, 2024-02-20]
• Treasuries can be automatically rolled over. [today | 2023-12-29]
• [today | 2024-02-20] It has a cool feature called “Full View” wherein you can add all your other accounts (brokerage, 401k, bank accounts etc.,) and track your net worth. It is free.
  • https://www.fidelity.com/go/monitoring-your-financial-portfolio

• Fidelity offers true treasury autoroll with no time out of the market. Schwab keeps your money out of the market 1 week and gives no interest.
• Fidelity will autoliquidate retail money market funds to settle withdrawals, ACH payments and security purchases. So you can keep money in a higher yielding money market fund instead of a settlement fund. Schwab does not offer this, and requires a manual sale of a money market fund.

This information can be obtained by going to the fund's page (ex:- https://fundresearch.fidelity.com/mutual-funds/summary/316341304) → Summary → “Composition by Instrument” table

• https://www.fidelity.com/trading/faqs-about-account
  • tags | core position
• You can use https://accountmaint.fidelity.com/ftgw/Profile/custpref/divncapg/init to change how 'dividends and capital gains' are handled.
• https://www.fidelity.com/learning-center/trading-investing/weekly-market-update - Weekly market update

On 2023-07-xx, I tried to link CFCU checking account to Fidelity brokerage account in order to do an EFT (Electronic Funds Transfer). But I could not do it since Fidelity is asking for CFCU account's credentials. It is asking for this even when I chose “Enter my bank information on my own” instead of choosing “Log into my bank account with Plaid”.

This issue seems to be specific to (Fidelity, CFCU). I was able to link accounts at other banks such as TD Bank, Capitalone to Fidelity without any issues.

I am not comfortable giving my bank account credentials to Fidelity.

Solution 1: I called Fidelity the customer service. The representatives suggested to fill out a paper form, scan it and mail it to them. This form can be found as follows:

Login into fidelity.com → search for 'forms' in the top right 'Search or get a quote' bar → click on 'Online Forms and Applications' → All Forms → pg-6 → Electronic Funds Transfer (EFT) → Download the PDF

Solution 2: Work around it by transferring money to a different bank (ex:- CFCU → Capitalone → Fidelity).

• Enable two factor authentication
• Turn on money transfer lockdown
  • https://digital.fidelity.com/ftgw/digital/security/dashboard/view

See also:

• https://digital.fidelity.com/ftgw/digital/security/lockdown

• https://www.youtube.com/watch?v=X7QR_zfdj8o - Why Fidelity Remains a Private Company