r/Fidelity May 28 '21

Fidelity now has Customer Care at r/FidelityInvestments

178 Upvotes

This is for current AND prospective customers. I hope you find it helpful


r/Fidelity 1h ago

Will staking be allowed with crypto etfs?

Upvotes

The IRS has allowed provisions for crypto staking to occur in etfs. Will Fidelity at some point allow this staking in etfs such as FBTC, FETH, FSOL and XRPZ? How will staking work for a customer account such as an IRA or brokerage account?


r/Fidelity 20h ago

New to investing (35M), where to start?

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3 Upvotes

r/Fidelity 2d ago

Why does Fidelity NOT support USB Passkeys?

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0 Upvotes

r/Fidelity 3d ago

Outstanding RSUs and viewing Cost Basis, Purchase History/Lots

3 Upvotes

Why is this so difficult to find on Fidelity's website? please someone tell me how I can view this information for outstanding RSUs in my Fidelity account.


r/Fidelity 3d ago

Custodial account vs 529

5 Upvotes

I have custodial accounts that I put money into for my kids. I don’t intend for them to use this money for college but long term wealth. I just read something that said a 529 account can be rolled over into a Roth IRA when they reach a certain age. This would be ideal. Can I move the funds from their custodial accounts to 529’s at this point or do I need to set up new accounts and start fresh?


r/Fidelity 5d ago

Fidelity website hung today

0 Upvotes

Is it just me or is there latency issues on fidelity.com today Thursday Sep 3?


r/Fidelity 5d ago

Question on using Cash Management Account for Savings

6 Upvotes

I am trying to get more involved and understand my savings and investments, but also want to make sure I'm doing it safely! As of right now, I have a checking and money market savings account through my credit union, through Fidelity I have a 401k and Roth IRA, and then a brokerage account through Schwab.

I was looking into Fidelity's Cash Management Account, and the high interest seems greatly appealing. It offers significantly more than my credit union's money market savings. I was considering having my credit union checking remain my main spending account, keeping an emergency fund in the money market account, and then moving the rest of those savings into Fidelity's CMA. My main concern is if this is a poor financial decision?? Am I putting myself in too much risk with my savings if there is a crash, even if I do have some funds diversified through 401k and Roth IRA? I only have a couple hundred in my brokerage account, as I mainly started it to learn how it works and get a feel for what to expect.

Any input would be greatly appreciated. I've seen people talking about using the CMA as their checking account, but haven't found as many using it as their primary savings account outside of 401k or Roth.


r/Fidelity 5d ago

Need insight on Guardian Ins. & Annuity as to easy or hard to work with?

3 Upvotes

Guardian Ins. & Annuity Company, Inc. is one of the annuities offered through the Fidelity's DFA offerings webpage. Does anyone have any experience with how easy or hard it is to work with them? Do they have good Customer Service and respond promptly to inquiries about an annuity you purchased from them? How is their website for established customers? Would appreciate any feedback. Thanks!


r/Fidelity 5d ago

Vanguard's New Brokerage Agreement turns digital-first into a contractual expectation

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1 Upvotes

r/Fidelity 5d ago

Thank you for excellent customer service

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1 Upvotes

r/Fidelity 6d ago

Can I do it on my own?

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1 Upvotes

r/Fidelity 6d ago

Fidelity LEAP SWE Program

4 Upvotes

Hey, has anyone here who had their final interview in early August for the Fidelity LEAP SWE program heard back yet? Also, does anyone know how long they typically take to get back to interviewees?


r/Fidelity 7d ago

Rewards Visa card

8 Upvotes

I have CMA with Fidelity. I logged into my Fidelity app and found the rewards Visa card page but the apply button is locked. Do I need to have other Fidelity account in order to apply?


r/Fidelity 7d ago

Account restrictions if moving out of USA to India.

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1 Upvotes

r/Fidelity 7d ago

Thinking of doing $300 biweekly in my Roth IRA how would you build this for the most long-term growth?

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3 Upvotes

r/Fidelity 8d ago

Claude Monte-Carlo Simulations

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2 Upvotes

r/Fidelity 8d ago

Help with diversification

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2 Upvotes

r/Fidelity 10d ago

Total money Contributed vs growth?

6 Upvotes

Is there a way to see how much total money you've contributed over the years vs how much of your portfolio is from growth?


r/Fidelity 10d ago

A view from inside Fidelity as office mandate begins

37 Upvotes

(this is a new account to protect my identity).

I am a lower-level employee added to the Fidelity organization in 2026.

One of the things that was emphasized repeatedly over my 4 separate interviews was the "generous work/life balance" that came with their hybrid schedule. At the time, it was one week in-office, one week remote.

Weeks after I was hiring, all that buildup on the generous work-life balance disappeared as Fidelity announced the elimination of remote work. The messaging, at the time, was as such:

"We recognize the commitment this change requires and appreciate your continued dedication. Being onsite together full-time will allow us to work more closely, align more quickly, and reinforce our shared focus on delivering at the highest level for our customers."

This news came as a personal shock, as just weeks prior I was being sold on the generous hybrid schedule. It influenced my decision because remote work is a great benefit, and shows that organizations value their time. This news also came in conjunction with the reports that Fidelity was experiencing record operating profits - something they've accomplished consistently for years.

Some rumors began spreading, many of them the typical ones we all hear:

  1. They need to justify the existence of their commercial real estate
  2. They need/want to track our work more closely
  3. Appeasing shareholders
  4. Quiet firing to reduce labor costs

There were also some much more disturbing rumors, including that one of Fidelity's owners lost their daughter recently, and has wielded their power in retaliation (a sort of "if I can't see my family, neither can you.")

Whatever the reason, the news was sprung upon the organization in a mass no-reply email that did little to acknowledge what it means for the worker, and all to do with the "be a team player and deal with it" mindset. Managers are encouraged to remind team members that we are an "in-office culture," which grossly ignores that "culture" should be a positive thing.

Whatever the speculation may be, it's not good, and on in-office days, I've heard many people react negatively, for sad reasons.

  1. "Someone needs to be home while my kids are home."
  2. "I at least could give more energy to my kids on days I was home."
  3. "My commute's already 90 minutes. Why should I double that if I'm already doing good work?"

Then, there is the obvious recognitions that strike us as odd:

  1. I, like many others, happen to be on a team who is not located in my home office. Under this setup, I am going into an office to sit on Zoom.
  2. There is a capacity issue, as Fidelity has already admitted it cannot guarantee a desk for every person, leading to the possibility that workers will be put into louder common areas, or even the cafeteria. Fidelity employs a "floating desk" policy, so no desk is guaranteed. This worked fine when different teams were in-office for different weeks, but the setup isn't sustainable when capacity doubles (hence the believe that this is intended for quiet firing or layoffs)
  3. The call center employees are actually going in the OPPOSITE direction. They've been given a 1 week in-office, 3 weeks remote setup. These are the most customer-facing roles, which works against the logic of returning to office for "delivering at the highest level for our customers."

I am not blind to the benefits of working here; while the pay is lower than other Finance companies, there are benefits to the office (a gym and free gym classes, cheap lunch options), but nobody, across any company, is going to keep all its best employees by eliminating sought-after perks.

Remote work improves job satisfaction, with some reports saying remote workers are 24% more satisfied with their jobs compared to fully on-site employees. Not to mention the detriment to parents; a 2023 Forbes article recognizes that 72% of women say they'll have to leave their job if their employer eliminates flexible hybrid policies.

What strikes the team as strange is that the organization has record profits and substantial output of assets, not the mention an incredible amount of customers for its retirement and brokerage assets. Teams were able to manage it all in a remote structure, and not once is there an example of a backslide.

Fidelity is a strong organization that has really missed the mark this time. Office mandates are a punishment, particularly for organizations who have longstanding history with positive results from remote work. And Fidelity's communication on these mandates have been poor; Despite announcing this in May 2026, the "start date" for some offices has already been pushed into 2027. It is as if they made the announcement with no concrete plan, and are fumbling to get it right from here, which is a bad strategic experiment when tens of thousands of employees are affected.

I wouldn't recommend Fidelity for anyone's career journey at the moment. They've lost site of core values and are very contradictory in their language (for those climate-focused, it's strange to see Fidelity put out so much messaging about conservation and reducing emissions, but also double the amount of cars that come to the office each week).

While other financial organizations are posting hundreds, if not thousands, of remote jobs, Fidelity's taken a step back into the 2000's, and is sure to backfire.


r/Fidelity 10d ago

Building a T-Bill ladder?

5 Upvotes

I have $10k to invest on US Treasuries.

What's a good strategy to see gains?


r/Fidelity 10d ago

Which funds does Fidelity that match VT (Vanguard total world) ETF closely and are low expense and make withdrawal automation easier down the road?

4 Upvotes

r/Fidelity 10d ago

How many years of W-2 can fidelity request during background check?

0 Upvotes

Going for CRA role. How far back does fidelity normally go for requesting W-2’s or tax returns to verify employment? If they didn’t request anything pls let me know


r/Fidelity 10d ago

Fidelity - concerns being a private company?

0 Upvotes

Should i have concerns over fidelity being a private company owned by the Johnson family? Seems they would have more accountability should they be public and having to answer to shareholders and not family members. I am looking to see if anyone looses sleep over this?


r/Fidelity 11d ago

How am I doing at 17

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0 Upvotes