Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,895
Quote:
Originally Posted by LarryMelman
Interesting. There's no mention of that on my home page, and searching for "fidelity investor community" finds nothing.
When they thumbed their nose at me a few years ago over TurboTax, telling me that my 30+ year relationship with them "was insufficient", I moved half of my accounts out to Schwab for a nice bonus. Time to check with my Schwab rep again.
The qualifications for the free TurboTax are mysterious, but keep in mind it’s really a bonus worth ~ $100.
The Fidelity forum, exclusive or not, is worthwhile. The “tile” with the invitation may be hid, just like the TT free offer. You may have to toggle between beta and legacy views or add tiles to see it.
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Schwab gave me a bonus big enough to pay for TT every year for maybe 50 years.
Some new reps in the local Fidelity office invited me in awhile back, claiming to want to grow relationships with self-directed people like me. They fell all over themselves apologizing for TT and trying to lure my assets back from Schwab. I haven't heard from them in maybe a year. Maybe I'll ping them about this and say "hey guys, it's happening again".
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,895
Quote:
Originally Posted by LarryMelman
Schwab gave me a bonus big enough to pay for TT every year for maybe 50 years.
Some new reps in the local Fidelity office invited me in awhile back, claiming to want to grow relationships with self-directed people like me. They fell all over themselves apologizing for TT and trying to lure my assets back from Schwab. I haven't heard from them in maybe a year. Maybe I'll ping them about this and say "hey guys, it's happening again".
Fidelity Viewpoints Market Sense Midyear Outlook
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Markets
Top News
News about your investments
Your top and bottom movers
Market movers
Your portfolio events
IRA contributions
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,895
Quote:
Originally Posted by LarryMelman
Fidelity Viewpoints Market Sense Midyear Outlook
Exclusive offer: save time and monty on your mortgage
Markets
Top News
News about your investments
Your top and bottom movers
Market movers
Your portfolio events
IRA contributions
There is a Fidelity investment forum similar to this forum.
Thanks for mentioning this. Turns out I joined about six years ago and promptly forgot about it. Since looking at it again I found some topics that aligned with some of my current questions/interests. So I put the "shortcut" to the forum right next to my Fidelity shortcut. We'll have to see if it is helpful in the long run.
I didn't see the forum on my account either - but my account may be too small.
Also, my profile may not fit the active investor over at Fidelity. I put in an order for one - yes - one - share of JEPI, and warning sirens and alarm bells went off. (I have been permitted to order treasuries, and more recently a CD.)
I believe that the full view popped up at one point, but it came with an agreement to hold them harmless and pay their attorney fees, and I was not in the mood, so passed on that.
__________________
Use it up, wear it out, make it do or do without.
I didn't see the forum on my account either - but my account may be too small.
Also, my profile may not fit the active investor over at Fidelity. I put in an order for one - yes - one - share of JEPI, and warning sirens and alarm bells went off. (I have been permitted to order treasuries, and more recently a CD.)
I believe that the full view popped up at one point, but it came with an agreement to hold them harmless and pay their attorney fees, and I was not in the mood, so passed on that.
Update: For the community, I found:
either by invitation or -
Qualifications
Active Trader Services
Trades: 120+ stock, ETF, or option trades in the past 12 months
Portfolio Value: $250,000 or complex trading needs
__________________
Use it up, wear it out, make it do or do without.
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,895
Quote:
Originally Posted by MarieIG
Update: For the community, I found:
either by invitation or -
Qualifications
Active Trader Services
Trades: 120+ stock, ETF, or option trades in the past 12 months
Portfolio Value: $250,000 or complex trading needs
Interesting. I got an invitation to join about 5 years ago.
Here is what I see. I am a customer since early 1987. Currently, a taxable account and a rollover IRA with them, combined about $1.5M. Also my current small 401k. At the end of 2018, I had about $1.7M there, right before they told me "my relationship with Fidelity was insufficient" for free TurboTax after giving it to me without asking for it for a few years previous. Indeed it is a trivially small perk but those were the exact words that a phone rep used. I even said "Is that what you really mean to say to me?" You just don't forget something like that.
Qualifications
Active Trader Services
Trades: 120+ stock, ETF, or option trades in the past 12 months
Portfolio Value: $250,000 or complex trading needs
ALL the qualifications appear to be needed, then. Since I've had more than $250K at Fidelity for decades.
Quote:
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