PwC 🐠🐟, Are we allowed to use Fidelity for brokerage accounts? New to investing, thanks in advance. I don't think it's a restricted entity but wanted to see if anyone uses them and which funds. Thx

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Yes you can, when you get promoted to a manager you'll have to clear all the investments though independence checkpoint. Good thing with Fidelity is that you can link the account and most of the changes get notified

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It's easy when you are below manager level. Less to report

I'm up for manager this year.

I have a 401k with them from a previous employer, yes

Employee benefit plans from prior employers fall under diff rules than just buying funds/securities. Enter things in checkpoint and answering the user questions that appear will tell you if you need to sell though.

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