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This video is for entertainment purposes only. I am not in any way acting as an agent or representative of the Department of Defense or United States Federal Government when presenting this information. I am not a legal or financial expert or have any authority to give legal or financial advice. While all the information in this video is believed to be accurate at the time of its recording, realize this channel and its author makes no express warranty as to the completeness or accuracy, nor can it accept responsibility for errors appearing in this video.
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LEARN MORE ABOUT: IRA Accounts
CONVERT IRA TO GOLD: Gold IRA Account
CONVERT IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
Fidelity Investments is a company that provides investment management and financial planning services. It offers a trading platform for its clients, which allows them to manage their investments and trade securities online. In this tutorial, we will provide an overview of the Fidelity Investments platform, its features, and how to use it.
Getting Started
To use the Fidelity Investments platform, you will need to have a Fidelity account. If you don’t already have one, you will need to sign up for a new account and verify your identity. Once you have your account set up, you can log in to the Fidelity Investments platform.
The Dashboard
The first thing you will see when you log in to the Fidelity Investments platform is the dashboard. The dashboard provides an overview of your investments, including your account summary, recent activity, and performance. You can also access your account settings, asset allocation, and other features from the dashboard.
Account Details
To view the details of your account, click on the “Account” tab. Here, you can see your account balance, account type, and important information about your account. You can also view your transaction history and statements from this page.
Quotes and Research
To get quotes and research on securities, click on the “Quotes & Research” tab. This section provides real-time market quotes and news, as well as research on individual securities. You can also view charts and other information about specific stocks, mutual funds, and other securities.
Trading
To buy or sell securities, click on the “Trade” tab. Here, you can place trades for stocks, mutual funds, options, and other securities. You can also view your open orders and trade history.
Mobile App
Fidelity Investments also offers a mobile app, which allows you to manage your investments and trade securities on the go. The app is available for download on both iOS and Android devices.
Conclusion
The Fidelity Investments platform provides a comprehensive set of tools and features for managing your investments and trading securities online. With real-time quotes, research, and trading capabilities, it is a powerful platform that can help you make informed investment decisions. Whether you are a seasoned investor or just getting started, the Fidelity Investments platform is definitely worth checking out.
Thanks for watching everyone! If you found this video helpful, then consider giving this video a like! It really helps out my channel! Also check out my full playlist of videos about investing with Fidelity: https://www.youtube.com/playlist?list=PLscTZuOqKWIxSG8kRA7uxvJZQkz0q9Hko
I’m new to all of this and trying to get the best understanding. So what is fidelity exactly? A mutual fund company, an online brokerage? Are they known as both?
I am currently a customer of TD Ameritrade. But they will be moving me to Schwab sometime in the next 12 months. They will give me a date when I should sign up with Schwab and begin the process of moving my account. However, I told them that I do not want to be a customer of Schwab. So, I am looking at Fidelity. Fidelity may be my new broker. So, thank you for the information.
Thanks for helping teach people like me the investment knowledge. I'm Amadeus, I'm putting together a foundation that helps addicts, alcoholics, and people who struggle with criminal thinking, how to make money honestly and how to make it exciting for them for a better America. I'm having trouble getting donations, if you have any suggestions for me would be great thanks.
I’m 60 and getting ready to retire. Do you have a video about for best investments by options?
Jake, thank you for the detailed video; I’m coming from TD Ameritrade.
Great video. I am new to Fidelity and disappointed that they have not offered any types of tutorials that walk clients through their website.
Non US citizen here who doesn’t know what to do or how to make use of this platform but just made my first mill this year from digital assets
Hello, I opened an account three weeks ago and have been confused the entire time they have been open. Today, however, you have made Fidelity understandable, and I wanted to say thanks. I believe you did this video a few years back; I wanted to ask how you feel about Fidelity today.
jake. could you pls confirm fidelity would not allow non US citizens to open acct with them. if i am incorrect could you pls advice how to
Can you buy fractional shares with Fidelity?
Is fidelity still ok to invest?
Just what I was looking for! Thank youuuuuu!
Well even though the look of the website has changed a bit this video has definently given me a key to a few new doors to explore
Excellent thanks
Amazing experiencie. Thanks so much.
It's an innovative project.
Thank Jake for a quick run down the Fidelity Platform. One question that I would like you to show me from this Platform… I have been used in the past one of the feature that Fidelity show which several ETF/Mutual Funds (Technologies, Energy, Healthcare, Utilities etc…) from last 3-Quarters and next Quarter (prediction) and now I could not find it … possible platform rearrange and just wondering you can help ?. Thank you so much.
Hi Jake, great video! Got a question, I have an account with Fidelity, was set up by my former employer as part of their benefits. I can access that money intended for my retirement but will be heavily taxed. Do u know of a way that I can give a better investment use to it instead of just leaving $$ there?I would really appreciate your feedback! Regards!
DO NOT USE FIDELITY
Fidelity does not allow to set max sell orders higher than 50% of the current price. Also penny stocks cannot be sold or bought during premarket or after hours. Fractional shares cannot me transfer as shares only as cash from account to account inside Fidelity. Also, Fidelity thinks that they own your money yours hares. It is just insane how sometimes they do business.
I'm just trying to figure out a convenient way to add money to my fidelity account. I don't want to add my bank account to anything I can avoid, and don't have a checkbook. I have the account, but I'm not started.
Thank you so much for this video. I've had Fidelity for a while, but get really overwhelmed looking at their website.
Hi Jake, Is it possible to invest from Bangladesh on Fidelity?
I was originally super frustrated navigating their webpage but this was so helpful, thank you!!
Is it hard because I downloaded the app. Is it simple just put in money and get money. How does it work I am new to this?
milwaukee flag niceee
Hey Jake, excellent video! Thanks for all the great info. I just opened a Fidelity account and converted my traditional IRA into a Roth. I am 56 years old and I really want to grow my account. I am starting with $75K. I have an older gentleman that has been doing quite well trading options. He said he would teach me how to do it. I am still very confused about the whole thing. Any tips you could give me, or steer me to a video? Thanks so much~
El dinero es un tema que todo el mundo tiene para una vida mejor y lujosa. la vida era difícil para mí hasta que comencé con Bitcoin y ahora estoy ganando $9500 por semana.
Jake, would you happen to know if there is a alternative to fidelity for people in europe?
I've been stoked on fidelity. Started a Roth with them last year, and even though the overall market is waaaaaay down from where I jumped in, the robo investing is only down about 5%. Down is still down, and that sucks, but it is in much better shape than my 401k at another institution.
This year I picked up the credit card, and sure, it's no 5% discount like a store specific card, but 2% is a lot better than what my bank card refunds me. And that deposit has been dropping into the Roth account, which helps.
Getting ready to open a nonretirement account with them, and I may use the same robo investor for the bulk of what I put in. I'll put a little aside for some fun betting, but their robo advisor is kinda magical for someone like myself who has no business being trusted to make big plays myself.
Who else got a 90 day ban on Robinhood
Nothing on bonds?
Ive just started really getting into this. Dont have much background and I really wanna know how can I get the most out of my Fidelity. Thanks for sharing.
I just wanna say this is amazingly clear. Thanks for breaking this down for us.
I invested with fidelity for thirty years at AT&T, and now I can't get my pension form them. They keep moving the goalposts and lawyers are now involved.
It seems that since they make money off of YOUR money, they'll do anything to keep it as long as they can.
Does Fidelity have a feature where I can choose various stocks and ETF's to place in my portfolio and then set an automatic investment into all stocks by percentage or weight? For an example, if I have AAPL, TSLA, VOO, VYM, and MSFT in my portfolio, could I setup my portfolio so that a single automatic investment can be distributed to all five stocks by specifying the percentage I want to allocate to each stock/ETF?
Hi, thanks I learned a lot but I am trying to find a way to separate my portfolio of stocks into groups . Is this even possible. I have a large portfolio and I would love if I could organize it by creating stock grouping.
A very good introduction about Fidelity. Brief yet slow enough to be followed. Thank you.
This is a great video. I really enjoyed your video because I have fidelity. I’m trying to understand full view ,which has allot features. It would be great if you would consider going a video just on full view and it’s. Any insight you can provide is greatly appreciated
Thank you for your video on Fidelity. A while ago, about a few months ago, I created an account with Fidelity, an IRA, account. I put $3,000 in that IRA account to start investing in some stocks. This fidelity account comes with a debit card. In your video, you did not address the issue of IRA accounts and federal and state taxes. Can you please address that issue or let me know of a YouTube video that is dedicated to explaining that issue as it is related to Fidelity?
Used to trust Fidelity implicitly. Not anymore. I had to sue Fidelity in order to recover damages incurred because they made a mistake. Hope no one ever has to go through that ordeal.
This guy vedeo is a waste of time.hes misleading people.
This guy got be compensated some how by fidelity. He really pushing fidelity.i am a customer of fidelity for over 35 yrs. Fidelity customers service is getting WORST and WORST ever year. After HOURS and yrs of waiting on hold. I finally moved all of my accounts and my family did too. I hate fidelity.
Jake, have you done a video covering Active Trader Pro? I didn't see anything in your video backlog but maybe I missed something. If you haven't, and having my accounts all with Fidelity, that would definitely be a video I'd be interested in watching.
a guy at work downloaded the fidelity app a few weeks ago. he put in 50$ and fidelity gave him 150$. he bought shares in some steel company and bam. stuff wnet up. i dont know what stuff is, i dont know what up is..but im going to watch this and learn something. i hope to download after this and get started.
I was ready to join Fidelity. Something is wrong with their registration page, I will possibly try another time.
You have become my go-to options video guy, thanks!
How did you get the beta view and your columns arrange that way on the “POSITIONS” tab? I was told the columns are fixed and can not be rearranged.