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Parent died with accounts at Fidelity Investments. FYI Fidelity made one of the hardest periods of my life worse—“lost” documents, inconsistent policies, four days to respond to an email, non-communication between teams, outright lies. I don’t know how an organizational process can be so mismanaged. They have literal interns (mis)handling the entire transfer process.
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Mine is all FZROX at fidelity
Rising Star
Vti
Chief
I bought a one year CD because I’m afraid of the current stock market.
Chief
I was a bit surprised by that too. Our HSA allows investments through TDAmeritrade and on their platform you can buy CD. Didn’t want my balance just sitting in cash but didn’t want to be buying in the market and found a category for CDs. I bought a 1 year CD paying 3.1% about a month ago.