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FIDO Separately Managed Accounts
Old 11-05-2019, 10:33 AM   #1
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FIDO Separately Managed Accounts

Has anyone experience using Fidelity Separately Managed Accounts?
Particularly the Core Bond Strategy product.
https://www.fidelity.com/managed-accounts/separately-managed-accounts/core-bond-strategy/overview

The darn fixed income side of investing shouldn't be so irritating but it is.
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Old 11-05-2019, 11:31 AM   #2
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I have this with CA muni bonds and it works well.
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Old 11-05-2019, 11:42 AM   #3
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I have with Mass munis as well, no complaints. Depending on amount invested, you also get stepped up cash back on Fido credit card and better money market rates. A minor offset to fees
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Old 11-05-2019, 11:45 AM   #4
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I’m perfectly happy with bond index funds.
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Old 11-05-2019, 11:49 AM   #5
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Quote:
Originally Posted by GravitySucks View Post
Has anyone experience using Fidelity Separately Managed Accounts?
Particularly the Core Bond Strategy product.
https://www.fidelity.com/managed-acc...ategy/overview

The darn fixed income side of investing shouldn't be so irritating but it is.
I made the link clickable:

https://www.fidelity.com/managed-acc...ategy/overview

Unless you actually want to hold individual bonds, you can just buy a core bond mutual fund or ETF. They're much simpler come tax time. Believe me, I know, after investing in individual corporate and muni bonds for the last decade and a half.
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Old 11-05-2019, 01:58 PM   #6
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Quote:
Originally Posted by onabreak View Post
...you also get stepped up cash back on Fido credit card and better money market rates....


Id like to hear more about this!
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Old 11-05-2019, 03:29 PM   #7
Confused about dryer sheets
 
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I pulled attached from Fidelity's site to describe the program tiers. Only some assets count toward tiers, not all Fido assets. Hope this helps
Attached Images
File Type: jpg Screen Shot 2019-11-05 at 4.24.17 PM.jpg (507.0 KB, 22 views)
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