Money Monday: Why I Opted for Fidelity as the Custodian of My Roth IRA

by | May 7, 2023 | Fidelity IRA




In this video I share my reasons why I chose Fidelity to manage my Roth IRA, as opposed to other brokerages. If you are interested in starting your own investments, be it stock trading or a long term retirement plan, click here: If you want to see more information on personal finance, investing for beginners, and growing your Roth IRA, hit that subscribe button.

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Irene Goodman Robertson
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As a young investor, choosing where to invest my money can be a daunting task. There are so many options and factors to consider, each with their own pros and cons. However, when it came to managing my Roth IRA, there was no question in my mind about where to turn: Fidelity Investments.

There are several reasons why I ultimately decided to entrust Fidelity with my retirement savings, but perhaps the most compelling was their reputation for exceptional customer service. From the very first phone call I placed to their customer support team, I felt like a valued client rather than just another account number. Their representatives were patient, knowledgeable, and went out of their way to answer any questions I had about the process.

Of course, customer service alone would not be enough to seal the deal. I also needed to feel confident that my investments were in good hands. Luckily, Fidelity has a long history of providing reliable, high-quality investment management services. They offer a wide range of investment options, including mutual funds, ETFs, individual stocks, and more, with many of these options carrying low expense ratios.

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Another factor that factored into my decision was the platform’s user-friendly interface. As someone who is not an investment expert, I appreciate the fact that Fidelity’s website and mobile app make it easy to navigate and manage my account. There are a variety of helpful tools and resources available on the platform, including retirement planning calculators and educational resources geared toward novice investors like myself.

Overall, I believe that Fidelity is an outstanding choice for anyone looking to manage their Roth IRA. Their customer service, investment options, and user-friendly technology make it easy to get started and stay on track, regardless of your experience level. Whether you are just starting to save for retirement or are well on your way, I highly recommend considering Fidelity for your investment management needs.

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