Differences

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--- fidelity_notes [2024/03/27 03:06] – [securing the account] raju
+++ fidelity_notes [2024/04/27 23:39] – [endorsing checks] raju
@@ Line 1: / Line 1: @@
+==== 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://www.fidelity.com/go/monitoring-your-financial-portfolio
 ==== securing the account ====
   * Enable two factor authentication
@@ Line 22: / Line 30: @@
 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://www.fidelity.com/go/monitoring-your-financial-portfolio
 ==== Fidelity vs. Schwab ====
@@ Line 120: / Line 120: @@
 >>
 >> 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://www.reddit.com/r/fidelityinvestments/comments/1bkji5f/money_transfer_lockdown_on_529_account/
+==== endorsing checks ====
+  * Write "For deposit only to Fidelity", sign it and write date.
+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://thefinancebuff.com/treasury-bills-cd-money-market.html . FWIW, I use Fidelity but I suggest you to go through the above link and decide yourself.
+----