fidelity_notes
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fidelity_notes [2024/03/27 03:08] – [CMA vs regular brokerage] 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 ==== | ==== securing the account ==== | ||
* Enable two factor authentication | * Enable two factor authentication | ||
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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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Ref:- | Ref:- | ||
* [1] - https:// | * [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.1711508938.txt.gz · Last modified: 2024/03/27 03:08 by raju