Fidelity Investments were founded about 71 years ago in 1946 as a Fidelity Management and Research Company. It is a U.S multinational financial services corporation which holds the honor of being the 4th largest mutual fund and financial services group in the whole world. It manages a very large family of mutual funds providing fund distribution, investment advice, discount brokerage, retirement, wealth management, life insurance and securities execution and clearance services to name a few.
The three main benefits of investing with Fidelity Investments include their top-notch financial planning help related to everything from complex wealth management to retirement needs, their straightforward pricing with low minimums, no annual fee and competitive prices, and their easy to use robust investing tools with latest and professional insights of specialists. Online Trading with Fidelity allows you to take advantage of competitive online commission rates, margin, short selling and options trading tools, free and independent research from over 20 provides with industry leading execution quality. Also, you are provided options to monitor the watch lists in real time to track the stocks of your interest.
You will be needing a few things noted down before you begin. To make a fidelity investments login account, you will be required to provide your identity information including your social security number and date of birth, you will also need to provide your contact information and your employment information as well. Also, you will have to provide an account number and routing number if you are going to fund your account via your bank account. If you are moving your assets from another brokerage firm then you will need to provide brokerage account number and the type of account you had.
Creating a Fidelity Investments Login account is quite simple and easy. It will just take a few minutes to set up your online account. To step up a Fidelity Investments login account, visit the web page and select the type of account you want to make. You will be given a number of options to choose from and you can choose the best-suited option for your account. Once you select to open the online account you will be asked whether you want to open up an individual account or a joint account. You will be required to enter a few of your personal details to get started. There will be a few questions which will be used to verify your identity and you will be taken to the next step. In the next step, you will be required to set up your account preferences and select the features you want to use. Once you make the choices, you will be required to review your selections and agree to some terms and conditions by the company. The last step will be setting up how you will be funding your account and after that, you will be good to start trading. To fund your account you have two ways. You can either use your bank account to transfer some monthly amount to your account or use initial yearly investment of $2,500 to start.