fidelity_notes
Differences
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| Both sides previous revisionPrevious revision | Next revisionBoth sides next revision | ||
| fidelity_notes [2024/04/09 05:45] – [Missing features] raju | fidelity_notes [2024/04/21 05:38] – 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 | ||
| Line 22: | Line 30: | ||
| 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 ==== | ||
fidelity_notes.txt · Last modified: 2024/04/27 23:39 by raju