fidelity_notes
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fidelity_notes [2023/10/17 16:49] – [links I came across] admin | fidelity_notes [2024/05/13 14:48] (current) – [sweep in CMA account] raju | ||
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* Automatic sweep of uninvested cash into money market funds | * Automatic sweep of uninvested cash into money market funds | ||
* FWIW, this is not available in Schwab. [asof | 2023-09-21] | * FWIW, this is not available in Schwab. [asof | 2023-09-21] | ||
- | * Customer service is great. [today | 2023-09-22] | + | * 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 ==== | ||
+ | To view treasuries by maturity | ||
+ | |||
+ | Login -> All accounts -> More -> Analysis -> | ||
+ | Hover on "Fixed Income Analysis" | ||
+ | A separate windows pops up | ||
+ | |||
+ | You can also go there via https:// | ||
+ | |||
+ | Sort by the Maturity column | ||
+ | |||
+ | ==== turn on push notifications ==== | ||
+ | To turn on the push notifications from Fidelity app in Android | ||
+ | |||
+ | Settings -> Notifications -> App notifications -> Select Fidelity -> Slide right | ||
+ | |||
+ | ==== Fidelity vs. Schwab ==== | ||
+ | * 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, | ||
==== Core positions ==== | ==== Core positions ==== | ||
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* tags | core position | * tags | core position | ||
* You can use https:// | * You can use https:// | ||
+ | * https:// | ||
==== linking a bank account ==== | ==== linking a bank account ==== | ||
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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 | + | ==== videos I came across ==== |
- | * Enable two factor authentication | + | * https:// |
- | * Turn on lockdown | + | |
+ | ==== CMA vs regular brokerage ==== | ||
+ | From https:// | ||
+ | >> The big difference is in how cash is handled - the CMA keeps your uninvested cash in FDIC insured bank accounts while the brokerage | ||
+ | >> | ||
+ | >> 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:// | ||
+ | ---- | ||
+ | |||
+ | ==== sweep in CMA account ==== | ||
+ | * From June 15, 2024, Fidelity CMA accounts will have an option to sweep to SPAXX | ||
+ | * This was announced in the March 2024 statement of the Fidelity CMA account. | ||
- | See also: | ||
- | * https:// | ||
fidelity_notes.1697561376.txt.gz · Last modified: 2023/10/17 16:49 by admin