Fidelity: https://www.fidelity.com/
How to Open and Fund a Roth IRA with Fidelity: https://youtu.be/akTTrpBrzH8
00:00 Intro
01:01 Open account or login
02:02 How to transfer money into Fidelity
05:24 How to invest/trade/buy funds
09:29 How to set up auto-investments/recurring transfers
12:45 How to reinvest dividends/capital gains
14:23 Security features
14:55 How to lock your account
15:59 How to turn on text alerts/notifications
16:48 How to get back to your dashboard
16:56 How to view your positions/holdings
17:07 How to view activity or pending transactions
17:25 How to customize your dashboard
17:54 Questions
18:07 Symbol isn’t populating
18:46 Entire share vs fraction of a share
19:27 Manually contributing and investing
19:55 Roboadvisors?
20:56 Invest the money already in account?
21:26 Self-employed 401k linking issues
21:56 Moving an account to Fidelity
23:16 More on self-managing vs roboadvisors
I am not a financial advisor. This is not investing advice. This is not sponsored by Fidelity.
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*The links above may be affiliate links. This just means that if you make a purchase through one of the links, I make a small commission at no extra cost to you. I appreciate the support!
DISCLAIMER: I am not an expert or a financial advisor. I simply love talking about finances and want to share my journey to financial freedom and help others along the way!
