Fidelity is a brokerage firm that provides investment tools and support to achieve financial goals, and in this video I cover everything you need to know about using the Fidelity Investments Platform. – To enjoy!

Fidelity accounts to sign up (not affiliated, please use Fidelity): https://www.fidelity.com/open-account/overview

Free Investing Guide for Beginners: https://dannysully.link/Investing101

Bonus offers for signing up:
SoFi savings account with high return (cash bonus of 325): https://dannysully.link/SoFi
Get 60 free shares on Webull: https://dannysully.link/Webull
Get a 200 bonus on Coinbase: https://dannysully.link/Coinbase

Sources:
Free Learning Guides: https://dannysully.link/FreeGuides
️ My newsletter: https://dannysully.link/Newsletter
How I allocate my investments: https://dannysully.link/PrivateNewsletter
How to build an investment portfolio: https://dannysully.link/PortfolioBuilder
Recommended books: https://dannysully.link/Books
My recording equipment: https://dannysully.link/YouTubeSetup

Connect with me:
Twitter – https://twitter.com/DannySully_
LinkedIn – https://www.linkedin.com/in/danny-sully
My website: https://www.dannysully.com/

Relevant YouTube videos
https://www.youtube.com/playlist?listPLL80XtVsEZjN7ichqUUvP54qpYQ4lVS46
https://youtu.be/TSOwPNnuJng
https://youtu.be/L9eyh65_0YE
https://youtu.be/HtTwal5Yzoo
https://youtu.be/c6PYuGZ8-dc
https://youtu.be/jQkFOJ5jvaw
https://youtu.be/_Oz_l3GQxhU
https://youtu.be/i56TU3Dmnv8

Timestamps
00:00 Introduction
00:19 Account setup
04:20 Research instruments
06:35 Fidelity funds
08:57 Portfolio building
11:03 How to invest
12:26 Portfolio management
15:01 Final thoughts

What are some of the most popular types of accounts to use on Fidelity?
1. Retirement accounts – such as Roth and traditional IRAs
2. Brokerage account – Regular investment account
3. Crypto Trading – A newer feature for Fidelity
4. Savings – Fidelity Cash Management Account
5. Business – SEP IRA and HSA for small businesses
6. Child – 529 and Youth Account

What are different ways to manage your account?
1. Marry Go
2. Fidelity managed FidFolios
3. Telephone advisors: 50k min
4. Dedicated advisor: 500k min
5. Asset management team: 10 million total investable assets
6. Self-managed

My favorite Fidelity funds:
1. Fidelity 500 Index Fund: FXAIX
2. Fidelity Large Cap Growth Index Fund: FSPGX
3. Fidelity Total International Index Fund – FTIHX
4. Fidelity Mid Cap Index Fund – FSMDX
5. Fidelity Small Cap Index Fund – FSSNX
6. Fidelity US Sustainability Index Fund – FITLX
7. Fidelity US Bond Index Fund – FXNAX

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Disclaimer: This content is for entertainment purposes only. The information in this video does not constitute and is not intended to constitute legal, tax or financial advice; instead, all information, content and materials available in this video and channel are for general information purposes only. The presenter is not a lawyer, accountant or financial advisor. Viewers of this video should contact their lawyer, accountant or financial advisor for advice on any particular legal, tax or financial matter.

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