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Etf or mutual fund?
I think it is under account management online that you can set up recurring transactions. I have not been in there recently. I believe you can do it wit mutual funds but not etfs
Rising Star
You can only do automated recurring investments with mutual funds at fidelity. Not with ETFs/index funds. It’s in the transfer section on the website, very simple to do
Agree once you find it, it is easy to set up. I also have 6 fidelity accounts, so I'm sure part of the complication is related to that.