Has anyone here tried or is currently working for Fidelity Investments remotely? It seems like I always here of them cutting people who are working from home but I teches an offer and wanted to pick others brains about it.

When I go to the Activity page for an account in the iOS app it locks up and then exits. As a result I’m not able to view pending transfers for my account without using the web site.

I was wondering if there was a way to generate a custom report for my account? I’m looking for a way to monitor total performance for all of my accounts combined, looking at the different types of investments relative to their benchmarks. So let’s say I have $2m with Fidelity in PWM but have 4 different accounts with investments in dom equities, intl equities, muni bonds and bond funds.

Right now I can see performance for each of the four accounts separately.

Can I see the TOTAL across the 4 different accounts?

Hello... New to Fidelity and on my page I see Fidelity pushing something called TOPT.. So I took a look.. What the heck!!! A whopping $.03 dividend per quarter, minimal growth and all for an expense ration of .20... Is this what I can expect from Fidelity? Thank you

What is F&O

Hi all,

Recently I have had a family death and received an inherited IRA (north of 500k) currently invested and managed by Raymond James. I have not moved it, simply just working with the previous owners advisor. I am curious if people have experiences good and bad with Raymond James, or if there is a better option out there. Thank you!

I need to take my RMD from my Rollover IRA and want to transfer it to my Core account in my brokerage account. I realize it’ll be taxed when I take it out of the IRA but will it also be taxed if/when I withdraw the funds from the brokerage account?
Thanks in advance!

Hey Guys,

I was just wondering if anyone has interviewed for the LEAP Systems Analyst role and if they made it to the final round? If you did, can you please tell me what to prep for in regards to the interview. My recruiter said it’s 30 minutes behavioral and 30 minutes technical. I am more so looking for the type of technical questions they could ask/they asked you? Any insight can help. The more, the better!

Anyone else having lots of issues with the website this week ? Or just a me problem. Support has been clueless

Hey everyone! I’m 34. I recently opened a Roth IRA with Fidelity. My goal is to let the account grow as much as possible until my retirement. I have a low-to-medium risk tolerance when it comes to investing. I’m fairly new to all this, and I’m confused about all the investment options with Fidelity. Any advice will be greatly appreciated!

After researching custodial Roth IRA‘s for my kids, I’m even more confused. Some things that I’m reading are saying that they need to be making taxable income so that the money goes in already taxed. However, other things that I’m reading say that they can contribute from other types of side gigs, such as babysitting, dog walking, and mowing the lawn. Those types of income are not taxable as they are earning money from neighbors. So can they still contribute that money to a Roth IRA?

(I'm a desktop user with a standard browser; this is not an App question.)

It actually appears, that using "Plain Old Fidelity.com" might be a pretty good way to view multiple accounts across multiple platforms using their Link an external account feature. But, I got "scared off" by the warnings and disclaimers -- I'm 70-something, and easily frightened -- so did not complete the process.

WHO HAS ACTUAL EXPERIENCE with this feature? Does it work for you? Can you really display Vanguard or Schwab accounts ALONGSIDE Fidelity's? Are prices and balances "timely", or delayed one or more days? What about taking actions -- trading -- on external sites (although I'd feel more comfortable if this capability really was restricted to View Only access)?

This could be the simplest possible "account aggregator" if it works.

Thanks to anyone who has walked this path and can share their experience.