Fidelity Investments Account Agreement

If you need additional advice, you can contact Fidelity at any time via chat, email, phone, or in person. The company`s trained staff can help you with everything from creating your account to a personalized guide to your investments. If you need help managing your investments, you can use Fidelity Go, the company`s digital consultant, or work with a human consultant on the company`s asset management services. Once you`ve signed up and started investing, there are several ways to keep an overview of your own account. Of course, you can connect to and see in real time what happens to your investments. You can also use the Fidelity app available for Android, iOS, and Amazon mobile devices. Use it to monitor your portfolio, make trades and even receive special notifications. Before you even start investing, Fidelity itself recommends having a broad concept of what you want to do. This includes assessing your current finances, how much you could afford to waste, and how much time you can stay invested. Do you still have decades to make money, or are you already approaching your final years and just want something that complements your retirement? You can then start planning how you want to allocate your assets across stocks, bonds, and other investments.

Knowing how to allocate your money can be as important as deciding what you want to invest in, and a financial advisor can help you give these recommendations as soon as you have a better idea of your goals. Once you`ve found out what you want to do, you can begin the process by opening an account with Fidelity. It only takes a few minutes to do this, and it doesn`t require any money in advance. However, you have dozens of options to choose from. Some popular account options include saving for retirement, saving for education, accounts managed by Fidelity, and basic investment and trading accounts. You need a few credentials, employment information, contact information, bank account numbers if you want to transfer money and beneficiary information….

Yep! Even you can become a Beam Pilot.