fidelity_notes
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fidelity_notes [2024/03/18 21:35] – [videos I came across] raju | fidelity_notes [2024/04/27 23:39] (current) – [endorsing checks] raju | ||
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+ | ==== why fidelity ==== | ||
+ | * 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 for free. | ||
+ | * https:// | ||
+ | |||
+ | ==== securing the account ==== | ||
+ | * Enable two factor authentication | ||
+ | * Turn on money transfer lockdown (MTL) | ||
+ | * https:// | ||
+ | |||
+ | See also: | ||
+ | * https:// | ||
+ | |||
==== View treasuries by maturity ==== | ==== View treasuries by maturity ==== | ||
To view treasuries by maturity | To view treasuries by maturity | ||
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Settings -> Notifications -> App notifications -> Select Fidelity -> Slide right | Settings -> Notifications -> App notifications -> Select Fidelity -> Slide right | ||
- | |||
- | ==== why fidelity ==== | ||
- | * 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 for free. | ||
- | * https:// | ||
==== Fidelity vs. Schwab ==== | ==== Fidelity vs. Schwab ==== | ||
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Solution 2: | Solution 2: | ||
Work around it by transferring money to a different bank (ex:- CFCU -> Capitalone -> Fidelity). | Work around it by transferring money to a different bank (ex:- CFCU -> Capitalone -> Fidelity). | ||
- | |||
- | ==== securing the account ==== | ||
- | * Enable two factor authentication | ||
- | * Turn on money transfer lockdown | ||
- | * https:// | ||
- | |||
- | See also: | ||
- | * https:// | ||
==== videos I came across ==== | ==== videos I came across ==== | ||
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>> | >> | ||
>> On the investing side, you can't trade on margin in the CMA. | >> On the investing side, you can't trade on margin in the CMA. | ||
+ | |||
+ | ==== Missing features ==== | ||
+ | * It is not possible to enable Money Transfer Lockdown (MTL) on 529 accounts. [1] | ||
+ | |||
+ | Ref:- | ||
+ | * [1] - https:// | ||
+ | |||
+ | ==== endorsing checks ==== | ||
+ | * Write "For deposit only to Fidelity", | ||
+ | |||
+ | tags | check endorsement | ||
+ | |||
+ | ==== qna ==== | ||
+ | ----- | ||
+ | :?: Can I buy treasuries in fidelity brokerage account? | ||
+ | |||
+ | :!: Yes, you can. There are positives and negatives between buying at TreasuryDirect vs. a brokerage account like Fidelity. TreasuryDirect allows you to buy in increments of \$100 vs. \$1,000 at Fidelity. You can sell them before maturity at Fidelity which is not possible in TreasuryDirect. More details at | ||
+ | https:// | ||
+ | ---- | ||
fidelity_notes.1710797717.txt.gz · Last modified: 2024/03/18 21:35 by raju