Fidelity Investments Discussions

As far as asset allocations do you approach all of your investment accounts similarly?

Recently had to Rollover my previous employers Roth 401k into separate IRAs (post tax and pretax employer match) with Fidelit… more

I finally surpassed $100k in investments 💃 Now, I think it’s really time to clean up my portfolio and have a clearer strategy (e.g., are 401k and roth invested in solid funds). Has anyone found tal… more

Switched companies and am trying to rollover my 401K from fidelity into Schwab rollover IRA. Fidelity sent me the check to deposit on the mobile app but Schwab is giving me an error due to contributio… more

Plan to move beyond just a 401k in 2022. I just opened a Charles Schwab account (mainly so I can get the CS Plat for the MR cash out option). Is there a reason not to use them as my brokerage? I know … more

For those who have access to Fidelity brokerage link in their employer provided 401k's, do y'all use it? Is it worth setting that up?

Is it possible to consolidate/rollover/manage my HSA investment account in PayFlex to Fidelity? Same thought on ESPP distributions in Morgan Stanley, and 401k in Alight(?) ?

Which brokerage for Roth IRA?!
I am looking to open a Roth IRA account. I currently already have a personal investment account with TD Ameritrade and 401k with Schwab. Leaning towards adding it on to T… more

Pros/cons to rolling over 401k plan to new employer? Does it matter? Would be going from Fidelity to McKinsey if that makes a difference.

Best Fidelity fund for company 401K? Leaning FBGRX

How do I start a brokerage account at Fidelity (just using that since my kids 529 and my 401k are there)? Do I need to call them? I just don’t want stuff sitting in my checking account and my student … more

I have a 401k from my previous employer in Meryl Lynch. Current 401k is in fidelity. I would like to know if it’s easier to roll over ex employer contributions to fidelity (or) open an independent IRA… more

If you believe in the future of crypto and you have an IRA (perhaps rolled over from past employer’s 401k) with Fidelity, you can essentially buy Ethereum through Grayscale’s ETF ticker: ETHE.

“The in… more

Anyone have a solo 401k for your LLC? Any insights/watch outs? Do I ask my accountant about setting one up, or do I need to find some kind of investment pro — or can I do it myself thru fidelity or so… more

Hello Everyone,
Got offer from below companies , please suggest which will be better in terms of work life balance , growth and overall benefits -
1. Fidelity investments
2. Philips healthcare
3. JP Morgan
4. De… more

Just spoke to a financial advisor from personal capital. They are offering 6 months of free management of my 401k and fidelity. Post that they will charge 0.46% for 401k and 0.8% for fidelity. Should … more

How do I know if my 401K plan allows for mega backdoor contributions? I have it through Fidelity, but not sure how to figure out if my plan allows for it

Just left my employer and I have a choice to rollover traditional 401K into my new employer’s traditional 401K or traditional IRA. What should I roll it into? For context, I’m 28, single, in no urgent… more

Just left my employer and I have a choice to rollover traditional 401K into my new employer’s traditional 401K or traditional IRA. What should I roll it into? For context, I’m 28, single, in no urgent… more

7 months late to opening a new 401k with my new employer (old one with Fidelity, new one with a small boutique provider with limited investment options which delayed me, but it was mainly attributed t… more

Morgan Stanley for general investing?

I'm new to investing overall as this is my first job where I'm making extra money beyond putting in 401k. Accenture just released our ESPP this week and so I setup my Morgan Stanl… more

When switching jobs, do y’all move your retirement accounts (401k, HSA) to your new provider or do you just leave it with your old provider (aka Vanguard, Fidelity, etc)?

My previous firm had their 401k plan with Fidelity and the new firm also has with Fidelity. How do I create a new one? My new firm just sent me an email. Is it just logging into the old account?

if i have 8k in my 401k from my first job how do i roll it over to my new job in fidelity??

EY fishes, can we pick ETFs or other index funds in the fidelity 401k other than the listed 31 funds?

Recently joined PwC. Which firm handles 401k and wealth builder plan? At EY, I was able to create account on Fidelity. Not sure how to check my balance for PwC that's not through benefits express … more

Accenture Fish: Can you use a self-directed 401K brokerage like Fidelity at Accenture??

About to open a Solo 401K for my S-Corp and can't decide between Vanguard and Fidelity. Anyone strongly advise one or the other? Does it really matter much?

I have about 40k in traditional 401k at Meryl from my previous big4 employer. This is the first time ever changing jobs and I feel totally confused with what to do with the 401k. Any advice please? Am… more

Switched jobs from a company that offers Vanguard 401ks to Fidelity. My personal brokerage was also under Vanguard.

I was thinking about consolidating everything under Fidelity but it seems like there … more

Has anyone used personal capital’s financial advisor to help manage your money. Just spoke to one and they’ll manage my 401k and fidelity. 6 months free, then 0.89%

Back when i first started working in 2016 i contributed a mix of pre and Roth contributions to my 401k but for the last 4 years I’ve only done Roth contributions. My 401k is through fidelity, is there… more

Anyone switched from Vanguard to Fidelity or Schwab? Vanguard is fine but the other 2 just offer more benefits for linked accounts and better customer service

Do we owe taxes when we buy and sell funds within 401k or 403b? Asking because I want to take over management from fidelity and adjust my portfolio and begin managing myself. Also 403b for spouse with… more

If I have a roll over IRA in Fidelity with which I manage the 401K from my prior employer and currently do not meet the income limit for Roth IRA, can I still do the backdoor Roth IRA on Fidelity without being st… more

If I had a paycheck on 12/31/2020 that had pre-tax 401k and Roth 401k deductions that didn’t hit my Fidelity account until 1/5/2021, do those deductions count towards 2020 IRS Max 401k contribution li… more

advice pls: i’m already maxing out my 401k, roth IRA, and HSA. i have an emergency fund in a HYSA but still have some savings leftover that i’d like to throw in mutual/index funds. (i haven’t done the… more

Any idea what is salary range for senior data engineer at fidelity investments, durham nc?i was offered 115k+20%bonus+from second year 401k 7% match+10% profit sharing in 401k+7500 bonus. This is the … more