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How to Use Fidelity Investments App

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2025

Автор: Simply Finance

Загружено: 2025-06-12

Просмотров: 111

Описание: The Fidelity Investments app provides users with a powerful platform to manage their financial portfolio from their mobile device. Whether you’re a new investor or someone with experience in the market, the app offers a wide range of features including account management, trading tools, research resources, and financial planning options. This guide walks you through how to get started and navigate the app effectively.

First, download the Fidelity Investments app from the App Store or Google Play. If you're new to Fidelity, tap on 'Open an Account' to begin the registration process. Fidelity offers several types of accounts including brokerage accounts, Roth IRAs, and traditional IRAs. Select the account type that best fits your financial goals. You'll be prompted to enter your personal and contact information, answer some investment-related questions, and set up your login credentials.

Once your account is created and verified, log in to the app. The home screen will display your portfolio summary, including total account value and recent performance. Navigation is intuitive, with tabs for Accounts, Trade, Transfers, Planning, and More. You can track your holdings, make trades, and access watchlists. The 'Trade' tab allows you to buy or sell stocks, ETFs, mutual funds, or options. Simply search for a ticker symbol, enter the order details, review the trade, and submit.

The app also offers educational resources such as articles, videos, and market news. Under 'Planning & Advice', users can explore retirement tools, goal-setting calculators, and guidance options—ranging from digital robo-advisors to one-on-one sessions with Fidelity financial professionals. For added security, the app supports two-factor authentication and biometric login.

With its comprehensive feature set, the Fidelity Investments app is designed to help users manage their finances confidently and efficiently, all from the convenience of their smartphone.

Timestamps:
0:00 Introduction
0:07 Downloading the app and accessing the web version
0:27 Opening an account and choosing account type
0:46 Entering personal information and completing setup
0:59 Exploring features after account creation
1:06 Conclusion

Hashtags:
\#FidelityApp #InvestingMadeEasy #FidelityInvestments #PersonalFinance #FinancialPlanning #HowToInvest #RetirementPlanning #StockMarketApp #RothIRA #MobileInvesting


This YouTube Channel "Simply Finance" is not Official Support the content provided. These videos are only educational and informational.
The Channel doesn't own any logos or websites shown in the tutorial videos.

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How to Use Fidelity Investments App

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