Fidelity Investments

3.9

(426 Reviews)

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Fidelity Investments Discussions

Fidelity Investments

Wealth planner / Zaks

Hi All, I have so far managed all of my investments. I recently consolidated everything at Fidelity and they have recommended Zaks for investment strategies, but they charge 1% which is a high cost. Who do you use for wealth planning, create an investment strategy, re-balance portfolio. I have abo

Dec 15, 2021

What is the best brokerage account for non immigrants?

I currently have all my investments in Fidelity. I realized when I was on an international trip that I am not allowed to sell any shares if I am not in the US. This scares me in case something happened and I had to leave the country and liquidate immediatly. Are there better options? TC: 210k #pe

391

Jan 19, 2021

Better apps than RH?

I am going to get serious about self-driven investments for the purpose of capital appreciation. Typically 1-yr+ positions for capital gains reasons. I've historically used Robinhood, which has been okay, but for the crashes and lockups on stocks like GME/AMC or whatever. Considering opening a Sch

754

Feb 27, 2022

IRA account

I recently transferred my old 401k account to a new IRA(fidelity). It has around 35k. Should I just buy ETFs and index funds or should I treat it like my brokerage account? Any tips for managing would help. TC 160k Yoe 4 #personalfinance #investments

592

May 3, 2021

Looking for advice on learning stocks and basics of trading

I'm new to Corporate and seeing a lot of colleagues discussing about stocks and trading and funds. I am curious to learn and want to start somewhere whether reading books or trying with small$$ in fidelity account. Any recommendation?#personalfinance #investments Tc 200k

123

Jan 24

How to automatically invest in ETF

Hi, New to the US so don’t know how to do SIP(systematic investment plan) for index funds. have primarily been using 401k for automated investing but looks like Fidelity doesn’t offer this. I have set up recurring deposit but it doesn’t get invested in ETFs directly and Fidelity says they don’t have

218

Oct 27, 2023

Best 401k investment funds

Hi, Which are the best 401k investment funds in fidelity? I know it depends on which our company participates in. But want to which one are doing good. My 501k is currently invested in FBCGX, VTIVX, VIEIx, FTKFX and my return has been decent. Approx 40% last year. What about yours?

868

Jul 26, 2021

megabackdoor appear as distribution on 1099

this is the first time i did megabackdoor as roth-in conversion. on 1099 from fidelity, I see all after-tax as "distribution" and taxable amount as 0. is distribution expected evemln if I did not take any funds out ? for a tax noob like me, distribution occurs when I pull funds out of investments T

270

Feb 21

Tekion vs Athena health vs societe generale

Hi , Currently working in fidelity investments . YOE : 8.5 years Tekion : 26 base 1 lac Joining bonus 4000 RSU. Societe generale : 30 base , 3 variable . Athena health : 28 base 3 variable. Please suggest which one to choose in terms of learning & Better wlb and growth

439

May 4, 2022

401k 2021 $19,500 max

Once your 401k hits the $19,500 max for the year, what do you normally do? My brokerage is Fidelity and I was hoping there'd be a feature to reallocate the contributions to avoid tax penalty automatically or even a warning... TC: 300k YOE: 4 Location: Bay area Contribution: 20% until annual max (a

1,008

Oct 15, 2021

Full-service financial manager?

My financials, specifically in investments and tax, are starting to be more complicated than I can manage myself. It takes way too much mental space on a daily basis. How much should I expect to pay for someone to manage them for me across all sources? (so not just a Fidelity manager who needs every

163

Oct 24, 2020

Are all ROIs shown on brokerage platforms wrong?

Why do Merrill and Fidelity use time-weighted returns? As individual investors, we make conscious decisions about the timing of cash flow and the amount of the cash flow: using money-weighted return makes more sense, right? ALSO WHAT THE ACTUAL FUCK IS ROBINHOOD USING?!?! What do these numbers mean

679

May 14, 2022

Stock plan move from Etrade to Fidelity

Has anyone moved ex-exployer stock plan from Etrade that has vested RSU and ESPP to individual stock account in Fidelity? Could you please share detials and your experience? TC:0 #personalfinance #investments

Dec 29, 2023

Interview with Fidelity

Has anyone recently interviewed with Fidelity investments for a Senior DevOps role? I want to know that if this is going to be a white boarding and systems design interview or just a behavioral & experience based interview. #devops YOE: 3 TC: 112K

327

Sep 1, 2022

401k loan transfer when moving company?

NG currently uses Fidelity for 401k, if I have an outstanding loan and I move to another company that also uses fidelity, will I be able to resume my loan with them as well or will it become due upon leaving? Trying to avoid it become a withdraw, or having to pay the balance now as I prefer payroll

187

Oct 25, 2022

Alternate for robinhood?

Just tried fidelity beta app ... UI is close to RH and commision free trade, less than a dollar for options, no gold account fee. I think its insured also. Shwab. Td ameritrade Webull owned by chinese. Add your experiences or recommendation any other . #investments #personalfinance #trading

469

Feb 2, 2022

How to track performance of very diversified porfolio accross 14+ accounts?

I'm having a hard time tracking the performance of my investments (screenshot of my accounts attached). Some brokers like Fidelity/Vanguard/Wealthfront/Betterment have very nice performance data. I know at all times how much is my cost basis and if I'm losing or winning. But I'm having a very hard t

868

Oct 19, 2020

What are some good Robinhood alternatives?

#personalfinance #investments I tried using Fidelity, but they won't even let me setup anything other than a monthly recurring deposit schedule! And their trading UI is just 💀 (I already have webull, but don't feel comfortable having it as my primary brokerage)

482

Feb 4, 2021

Where to open new Traditional and Roth IRA accounts?

I want to open new Traditional and Roth IRA accounts. My main purpose is to do the backdoor Roth IRA contribution. I'm new to this investment world. Some options I have in my mind are Vanguard and Fidelity. Can you please suggest a better place for where to open these accounts? Thank you. TC: 23

175

Dec 7, 2021

Robinhood stock as a long term investment

Thesis: Current generation loves it, even the ones who claim to hate it due to GME debacle use it. The oldies (boomers) who don’t, are on a downward slope (a sharp one) of % of wealth held by generation. With the latest features (IRA/401k) Hood is looking to transition away from being a meme stock b

302

Feb 22

Fidelity settlement time

One thing I liked about Robinhood was that as soon as I sold a stock, I could use that cash however I wanted and I don’t get any warnings. Fidelity seems not to have that unless I sign up for margin according to support. My understanding is that I will pay interest if I do that though. Is there no

459

Jan 19, 2021

Safest 401k investment options

Is anyone planning to change or have changed their 401k investments options to play safe in case of slow down? Currently all of my 401k is in fidelity large cap index fund. Has worked out for me till now. Any suggestions on that too?

704

Sep 4, 2019

Looking for advise or referral in Finance career.

Have been working as a Controller for a local service based company. I have experience in Financial reporting, modeling and process improvement projects on SAP and Intuit products. Comfortable using Power BI and Payroll products. Have public accounting experience just not with Big 4. YOE - 8 Cur

1,908

Jan 25

Investing in Mutual Funds in India from US

I am currently in US and am looking to invest in Mutual Funds in India. My investment experience wrt capital markets is predominantly in US (been using fidelity). Given this experience, the investing arena in India looks very daunting/intimidating to me - I dont see a brokerage like fidelity that ac

225

Dec 31, 2023

Help me invest my new trad IRA

Hello fellow Blind Investment gurus. Title says it- just opened a new trad IRA with fidelity. Consider me a noob when it comes to investing. Plus the UI looks overwhelming. Looking for something similar to sp500. Want something where I don’t have to go back and adjust too frequently. Suggest me ti

Feb 6, 2023

Investments while moving to Canada?

I'm moving to Vancouver BC likely between Q4-21 and Q1-22. Those who made the move or planning to, how did you organize/optimize your finances in preparation for the move - specifically, 1. Did you have to move your investments to a Canadian broker? If so, how was the process and do you recommend a

883

Jan 11, 2021

What to do with Crypto investments when moving to India

I’m moving to India in a month for family reasons. I’ve moved my ETFs and stocks to Fidelity so that I can operate on those accounts from India. What do I do with my Robinhood Crypto investments? I know they can’t be transferred, but even if I sell them, on which platform do I buy again so that I

803

Aug 9, 2021

How to max out 401K?

I just joined as a new grad and figuring out this whole investment thing. In my fidelity account I get to contribute a percentage to my pre tax 401K. What percentage do I put? I want to max out my 401K. Any other things I should be aware of?

666

Dec 15, 2020

Paycut for potential security?

Received verbal offer from fidelity investments as senior engineer. I could just decline and then see next year. I have heard rumors there will be more rounds of layoffs at msft in January and then later. Thinking if jumping on h1b makes sense right now with recession and rifs. Don't have i140 per

909

Nov 4, 2022

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Fidelity Investments Discussions

Fidelity Investments

Wealth planner / Zaks

What is the best brokerage account for non immigrants?

Better apps than RH?

IRA account

Looking for advice on learning stocks and basics of trading

How to automatically invest in ETF

Best 401k investment funds

megabackdoor appear as distribution on 1099

Tekion vs Athena health vs societe generale

401k 2021 $19,500 max

Full-service financial manager?

Are all ROIs shown on brokerage platforms wrong?

Stock plan move from Etrade to Fidelity

Interview with Fidelity

401k loan transfer when moving company?

Alternate for robinhood?

How to track performance of very diversified porfolio accross 14+ accounts?

What are some good Robinhood alternatives?

Where to open new Traditional and Roth IRA accounts?

Robinhood stock as a long term investment

Fidelity settlement time

Safest 401k investment options

Looking for advise or referral in Finance career.

Investing in Mutual Funds in India from US

Help me invest my new trad IRA

Investments while moving to Canada?

What to do with Crypto investments when moving to India

How to max out 401K?

Paycut for potential security?

Popular Companies

Meta

Reddit

OpenAI

Intel

Samsung

Salary Comparison

Amazon Product Manager - L5

Apple Software Engineer - ICT3

Microsoft Software Engineer - L65

Oracle Software Development Engineer - IC-5

Salesforce Lead MTS Software Engineer - Lead MTS

Popular Companies

Meta

Reddit

OpenAI

Intel

Samsung

Salary Comparison

Amazon Product Manager - L5

Apple Software Engineer - ICT3

Microsoft Software Engineer - L65

Oracle Software Development Engineer - IC-5

Salesforce Lead MTS Software Engineer - Lead MTS

Fidelity Investments Discussions

Fidelity Investments

Wealth planner / Zaks

What is the best brokerage account for non immigrants?

Better apps than RH?

IRA account

Looking for advice on learning stocks and basics of trading

How to automatically invest in ETF

Best 401k investment funds

megabackdoor appear as distribution on 1099

Tekion vs Athena health vs societe generale

401k 2021 $19,500 max

Full-service financial manager?

Are all ROIs shown on brokerage platforms wrong?

Stock plan move from Etrade to Fidelity

Interview with Fidelity

401k loan transfer when moving company?

Alternate for robinhood?

How to track performance of very diversified porfolio accross 14+ accounts?

What are some good Robinhood alternatives?

Where to open new Traditional and Roth IRA accounts?

Robinhood stock as a long term investment

Fidelity settlement time

Safest 401k investment options

Looking for advise or referral in Finance career.