A Comprehensive Guide to Purchasing Stocks with Fidelity: Step-by-Step Instructions

by | Nov 30, 2023 | Fidelity IRA | 42 comments

A Comprehensive Guide to Purchasing Stocks with Fidelity: Step-by-Step Instructions




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If you’re thinking about investing in the stock market, one of the first decisions you’ll need to make is which brokerage platform to use. Fidelity is a popular choice for many investors, and it offers a user-friendly interface and a wide range of investment options. In this article, we’ll walk you through the process of buying stocks with Fidelity, using a full example to help you better understand how the platform works.

Step 1: Open a Fidelity Account

The first step in buying stocks with Fidelity is to open an account with the brokerage. You can do this by visiting the Fidelity website and clicking on the “Open An Account” button. You’ll then be guided through the process of setting up your account, which will include providing personal information, such as your name, address, and Social Security number. You’ll also need to fund your account by transferring money from your bank account.

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Step 2: Research Stocks

Once your Fidelity account is set up and funded, you can start researching stocks that you’re interested in buying. Fidelity offers a wealth of research tools and resources, including stock screeners, analyst ratings, and company profiles. You can use these tools to identify stocks that meet your investment criteria and align with your financial goals.

For our example, let’s say you’re interested in buying shares of a technology company, such as Apple Inc. You can use Fidelity’s stock screener to search for companies in the technology sector. Once you’ve identified Apple as a potential investment, you can dig deeper into the stock’s performance, financials, and analyst recommendations to make an informed decision.

Step 3: Place a Trade

After you’ve done your research and made a decision to invest in a particular stock, it’s time to place a trade. To do this with Fidelity, you’ll need to log in to your account and navigate to the “Trade” or “Buy/Sell” section of the platform. From there, you can enter the stock symbol (in this case, AAPL for Apple) and the number of shares you’d like to purchase.

Fidelity offers different order types, including market orders, limit orders, and stop orders. A market order will execute at the current market price, while a limit order allows you to set a specific price at which you want to buy the stock. Once you’ve entered all the necessary information, you can review and submit your trade.

Step 4: Monitor Your Investment

After placing a trade, it’s important to monitor your investment to track its performance over time. Fidelity provides tools to help you keep an eye on your portfolio, including real-time quotes, interactive charts, and customizable alerts. You can use these features to stay informed about how your stocks are doing and make decisions about buying, selling, or holding based on market conditions.

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In conclusion, buying stocks with Fidelity is a straightforward process that starts with opening an account, conducting research, placing a trade, and monitoring your investment. By using the tools and resources provided by Fidelity, you can make informed decisions and take control of your financial future. Whether you’re a beginner or an experienced investor, Fidelity offers the technology and support you need to succeed in the stock market.

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42 Comments

  1. @ryancl03

    thanks, helped a LOT

  2. @petergithanga1391

    Good explanation. Thanks. Quick question; can hold the bought shares for years? And, are the dividends sent to your bank account?

  3. @reneeromemusic

    Thank you for this video. I wish I would have bought Apple stock after their IPO.

  4. @LunarLightTarot

    So helpful and simple. Loved your explanation. I was able to feel comfortable buying my first stock following along with this video. Thank you!

  5. @quotablegnome8621

    OMG thank you so much. I just started investing a few months with my savings and was just choosing "market" because I couldn't understand the "limit" option and thought the "good until cancelled" meant it might just keep buying at that price until I cancelled it.
    I probably wasted a lot of money choosing "market".
    Thank you so much!

  6. @koilzimbabwe

    thank you! made this very simple and easy

  7. @jmarkllc5924

    Jake, I am a long time TDA user and thinking about moving to Fidelity. I don't really like Schwab. Is Fidelity similar to TDA? Thanks for your feed back!!

  8. @sweetblossomrose1

    Very concise and easy to understand. Thanks.

  9. @riteshvs4949

    How to do intraday

  10. @cooldynamix6717

    Fidelity's system sucks. I started it to day trade. Even with your video, I still can't figure out how to buy exactly what I want fast, or sell. Maybe the desktop version is better. This is the 4th of tried, and never had these issues on the others. Do you have an suggestions for a platform you can day trade on with a better chart and that's easier to navigate the buy/ sell options? I don't see anything I like on this site, and don't trust it.

  11. @Levanime

    Thank you so much! finally easy and simple explanation on how it works, Thank you!

  12. @joanp6872

    At 1:06, I don't have the option to Switch to…

  13. @christiancapitalist501

    How does Fidelity make money off of ones account if they dont charge a commission

  14. @malikb4414

    Simple and straight to the point. Love it

  15. @rockk973

    Hi I opened up a new fidelity sending it from my BOA account and it's still not settled. Its been about a week. It says I can trade but zero is settled.

  16. @bionicsidekick6604

    Finally a video that actually shows me how to do it.
    All i found before that was videos of dudes waterboarding me with tons of information without showing me how to actually do it.
    You earned a new sub sir. Thank you very much.

  17. @CarlosSL85

    Hello. Thank you for this great explanation. I have couple questions if you could answer them would be great and
    I have like 13 different index funds and I’d like to get rid of some of them, but I’ve had the account for 4 months now and I was wondering if selling some of those index fund would make me pay taxes on the gains that I’ve had? Or how long should I wait until I can sell them without being taxed?

  18. @skankhunt-zw6gg

    Thank you, Jake. Such a nice demo and explanation!!

  19. @paulmackay2500

    How do I get this trading platform? I opened a Fidelity Investment account, but my platform doesn’t look like this and I’ve tried everything to find the platform to ladder US notes or bonds

  20. @Orion___-

    I wish i learnt most of these principles about seven years ago. A lot of people have been trapped strongly in the matrix– Go to school, get a job, and then slave your whole life. Many miss out on life-changing information that could have great effect on their finances. I played with the stock market sometime in 2020, and I was surprised at how well it turned out. I want to put in $90k more into the market. I heard people are making really great returns despite the downturn. Any recommendations?

  21. @Aztecadr

    Thank you!!!!

  22. @michaelvance1838

    Did I hear zero transaction fees? Really?

  23. @cradleofrelaxation6473

    I’m used to Forex. So it’s pretty similar, however fidelity does stocks!

  24. @rampage2587

    Dang $119 for apple

  25. @stankonthehanglow

    Thanks Holmes. When I'm buying a share should I set the limit order close to the bid shown ?

  26. @agentbridgetj4736

    Hi I found your video when I looked up Margin accounts today. I have over $300,000 at Fideity right now (from stocks from my divorce and I bought some with cash too).
    and I want to look at trying margin to buy more stocks while they are cheap right now. And I want to take out about $50,000 cash for personal expenses as I'm cash poor right now. What ideas do you have? I'm new to this but I don't think I'm doing the right thing by being chicken about margin. Ideas?

  27. @alexandreiuspa129

    Great video. Clear and simple. Thank you.

  28. @kingab6865

    So many other videos on YouTube that are so confusing and annoying and you're the first one that I watched who actually shows how it's done. Thank you for that.

  29. @elsamorales4898

    Morning!! So the cash available to trade is not earning any interest, right?

  30. @garyschmelzer

    Can you do a video on how to set up reoccurring buys?

  31. @dollyfox66

    SO HANDSOME! <3

  32. @darior594

    How do u think fidelity stacks up against Ally's trading platform

  33. @lovelylyfe932

    So apple was a bad choice since you already lost ???? This is so confusing

  34. @mxthorne

    Thank you for this guide! I am trying to purchase ETF stock that is currently 0.75 per share through the Fidelity app. I put in 50 shares and set the limit price to exactly 0.75 but I keep getting a block from the app saying I have to enable penny sharing. I am confused as to why this pops up. Can anyone please elaborate? Thanks again!

  35. @mryan1114

    Buy oxy and bbby Now

  36. @jschieffer2956

    Great video! Definitely piques my interest in opening a Fidelity account.

  37. @gregb2

    thanks!

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