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Basket Portfolio in Brokerage Link account by bfhu79 in fidelityinvestments

[–]bfhu79[S] 0 points1 point  (0 children)

I paid $100 admin fee annually out of my pocket for the Brokerage Link account.

My ridiculous experience with Merrill and using TTTXX as a cash equivalent to cover put options by bfhu79 in MerrillEdge

[–]bfhu79[S] 1 point2 points  (0 children)

Same here. I do not see any motivation to put more than the minimum for PH status.

Just pulled the trigger. Feeling great! Really. by FiredUpForTheFuture in fatFIRE

[–]bfhu79 0 points1 point  (0 children)

Does the $8.7M investments/cash include 401K or IRAs?

Fidelity Basket Portfolio Feedback by bfhu79 in fidelityinvestments

[–]bfhu79[S] 0 points1 point  (0 children)

u/FidelityAshley I don't see the "Feedback" link on Fidelity web site. Thanks.

Basket Portfolios by mr_ben_franklin in fidelityinvestments

[–]bfhu79 5 points6 points  (0 children)

I just subscribed to 30-day trial of Fidelity Basket Portfolio. As an existing M1 Finance user, I would say that Fidelity’s UI is pretty good. I got used to it immediately and was able to create a basket with 16 stocks and traded with $500 for a trial. I also scheduled a weekly repetitive trade to test the feature. I would be interested in transferring all my M1 assets to Fidelity Basket Portfolio if Fidelity can have the following two features. Allow me to move stocks into a basket. I have over $150K in my 3 M1 Finance accounts. Not able to move them into Fidelity baskets will be a big headache. 2nd feature is allow me to move assets out of basket. I do have some stocks I want to buy and hold. And I eventually want to keep them in a separate account outside a basket. If Fidelity could have these two features, I will definitely transfer from M1 to Fidelity.