Step-by-Step Guide to Automating Your Fidelity Roth IRA and Brokerage Account
Автор: Catching Up On Investing
Загружено: 2025-11-10
Просмотров: 75
Описание:
I'll show you how to fully automate your Roth IRA and brokerage account on Fidelity in 2 minutes. In this tutorial, you'll learn:
✅ How to set up automatic Roth IRA contributions (up to $7,000/year)
✅ How to automate your taxable brokerage investments
✅ How to split contributions across multiple investments automatically
✅ The exact steps to link your bank account to Fidelity
🎁 FREE Investment Automation Spreadsheet:
https://catchinguponinvesting.com/aut...
Calculate your exact monthly contributions with clean whole numbers - no decimals, no guesswork.
📊 Not sure about asset allocation yet?
Watch:
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Watch:
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⏰ Timestamps:
0:00 - Why automate your investments
0:06 - Setting up Roth IRA automation
1:40 - Automating your brokerage account
2:13 - Linking your bank account
🔔 Coming soon: Vanguard and Schwab automation tutorials
#RothIRA #Fidelity #InvestingForBeginners #PassiveInvesting #FinancialFreedom
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