Fidelity is a brokerage firm that provides investment tools and support to achieve financial goals, and in this video I cover everything you need to know on how to use the Fidelity Investments Platform. - Enjoy!
Fidelity Accounts To Sign Up (Not Affiliated, just love using Fidelity): [ Ссылка ]
Free Investing For Beginners Guide: [ Ссылка ]
Sign Up Bonus Offers:
💎 SoFi High Yield Savings Account ($325 Cash Bonus): [ Ссылка ]
📈 Get $60+ Free Stock on Webull: [ Ссылка ]
💰 Get $200 Bonus on Coinbase: [ Ссылка ]
Resources:
📖 Free Learning Guides: [ Ссылка ]
🗞️ My Newsletter: [ Ссылка ]
📊 How I Allocate My Investments: [ Ссылка ]
🚧 How To Build An Investment Portfolio: [ Ссылка ]
📚 Recommended Books: [ Ссылка ]
📸 My Recording Equipment: [ Ссылка ]
Connect With Me:
🐦 Twitter - [ Ссылка ]_
📝 LinkedIn - [ Ссылка ]
🌐 My Website: [ Ссылка ]
🎥 Relevant YouTube Videos 🎥
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⏰ Timestamps ⏰
00:00 Intro
00:19 Account Setup
04:20 Research Tools
06:35 Fidelity Funds
08:57 Portfolio Building
11:03 How To Invest
12:26 Portfolio Managing
15:01 Final Thoughts
What are some of the most popular types of accounts to use on Fidelity?
1. Retirement Accounts - Such as Roth and Traditional IRA's
2. Brokerage Account - Regular investing account
3. Crypto Trading - A newer feature to Fidelity
4. Saving - Fidelity Cash Management Account
5. Business - SEP IRA and Small Business HSA
6. Child - 529 and Youth Account
What are different ways to manage your account?
1. Fidelity Go
2. Fidelity Managed FidFolios
3. Phone-Based Advisors: $50k min
4. Dedicated Advisor: $500k min
5. Wealth Management Team: $10m+ total investable assets
6. Self-Managed
My Favorite Fidelity Funds:
1. Fidelity 500 Index Fund: FXAIX
2. Fidelity Large Cap Growth Index Fund: FSPGX
3. Fidelity Total International Index Fund - FTIHX
4. Fidelity Mid Cap Index fund - FSMDX
5. Fidelity Small Cap Index Fund - FSSNX
6. Fidelity US Sustainability Index Fund - FITLX
7. Fidelity U.S. Bond Index Fund - FXNAX
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Some of the links in this description are affiliate links that I get a commission from. Any commission helps support my channel and I would greatly appreciate it!
Disclaimer: This content is for entertainment purposes only. The information provided in this video does not, and is not intended to, constitute legal, tax or financial advice; instead, all information, content, and materials available on this video and on this channel are for general informational purposes only. The presenter is not an attorney, accountant or financial advisor. Viewers of this video should contact their attorney, accountant or financial advisor to obtain advice with respect to any particular legal, tax or financial matter.
How To Use Fidelity | Step By Step Tutorial
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