Published On Nov 19, 2023
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): https://www.fidelity.com/open-account...
Free Investing For Beginners Guide: https://dannysully.link/Investing101
Sign Up Bonus Offers:
📈 Get $60+ Free Stock on Webull (When You Deposit $500): https://dannysully.link/Webull
💰 Get up to a $200 Cash Bonus on Coinbase (Crypto): https://dannysully.link/Coinbase
💎 Get up to a $325 Cash Bonus on SoFi (High Yield Savings): https://dannysully.link/SoFi
Resources:
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🗞️ My Newsletter: https://dannysully.link/Newsletter
🔑 My Portfolio & Private Community - / dannysully
🐦 Twitter - / dannysully_
📝 LinkedIn - / danny-sully
📸 My ENTIRE YouTube Setup: https://dannysully.link/YouTubeSetup
🎥 Relevant YouTube Videos 🎥
• Fidelity Playlist
• Money Market Funds For Beginners | Th...
• Treasury Bills For Beginners: The Ult...
• Stock Market Order Types For Beginner...
• Roth IRA Investing For Beginners | Th...
• How To Build Wealth Investing In ETFs...
• Mutual Funds vs Index Funds vs ETFs |...
• Top 6 Vanguard ETFs To Build Strong W...
• How To Open A Roth IRA With $100 | St...
⏰ 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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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.