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Fidelity Custodial Account

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 12 Months
Trend: growing
MOM change: 0.14%
 5 Years
Trend: growing
MOM change: 2.28%

Latest forum discussions

We tracked 27 total in the last 3 months

... so I thought) Fidelity site states A brokerage account owned by teens... Fidelity mutual funds in their own accounts. from FAQ Is the Fidelity Youth Account a joint account... or custodial account (i.e., is it... a Uniform Gifts to Minors Act (UGMA) account...
Published on 2021-06-13 in the Personal Investments forum
This discussion is in English.
... up custodial Roth IRA at Fidelity. This also required me to set up a Fidelity brokerage account... age 21. 2. This custodial Roth was my first experience with Fidelity (I'm a Vanguard stalwart... but they do not offer custodial IRAs). I...'ve been quite impressed. Since then, my employer-organized HSA account moved...
Published on 2021-06-01 in the Personal Finance (Not Investing) forum
This discussion is in English.
... up custodial Roth IRA at Fidelity. This also required me to set up a Fidelity brokerage account... age 21. 2. This custodial Roth was my first experience with Fidelity (I'm a Vanguard stalwart... but they do not offer custodial IRAs). I...'ve been quite impressed. Since then, my employer-organized HSA account moved...
Published on 2021-06-01 in the Personal Finance (Not Investing) forum
This discussion is in English.
https://www.fidelity.com/go/youth-account/overview I thought one needed ... (or pitfalls) This Fidelity site states A brokerage account owned by teens 13... accounts. from FAQ Is the Fidelity Youth Account a joint account or custodial account (i.e., is it a... Uniform Gifts to Minors Act (UGMA) account...
Published on 2021-06-13 in the Personal Investments forum
This discussion is in English.
https://www.fidelity.com/go/youth-account/overview I thought one needed ... (or pitfalls) This Fidelity site states A brokerage account owned by teens 13... accounts. from FAQ Is the Fidelity Youth Account a joint account or custodial account (i.e., is it a... Uniform Gifts to Minors Act (UGMA) account...
Published on 2021-06-13 in the Personal Investments forum
This discussion is in English.
... a "custodial 529" account instead. https://www.fidelity.com/building-savin ... -investing With a custodial account, the... a custodial 529 is money that's already theirs. (You can't contribute to their account...
Published on 2021-06-15 in the Personal Investments forum
This discussion is in English.
... a "custodial 529" account instead. https://www.fidelity.com/building-savin ... -investing With a custodial account, the... a custodial 529 is money that's already theirs. (You can't contribute to their account...
Published on 2021-06-15 in the Personal Investments forum
This discussion is in English.
... specialized to maanage a kids custodial account.. Is there any value in... for any insigh on: 1. Fidelity (pro: they have 0% fee... ETRADE) I have my own account in all 3 (IRA, brokerage... figured easier to have kids custodial in a company I already...
Published on 2021-05-24 in the Personal Investments forum
This discussion is in English.
... specialized to maanage a kids custodial account.. Is there any value in... for any insigh on: 1. Fidelity (pro: they have 0% fee... ETRADE) I have my own account in all 3 (IRA, brokerage... figured easier to have kids custodial in a company I already...
Published on 2021-05-24 in the Personal Investments forum
This discussion is in English.
... 403(b) plan sponsors and custodial account managers supplying SDBAs has been ....com/boards/index.p ... l-account/ (from 2019 so less suspect...(b) plans all custodied at Fidelity, and was pretty quick to...(b) plans since consolidating to Fidelity over a decade ago, they ...
Published on 2021-04-11 in the Personal Investments forum
This discussion is in English.
... 403(b) plan sponsors and custodial account managers supplying SDBAs has been ....com/boards/index.p ... l-account/ (from 2019 so less suspect...(b) plans all custodied at Fidelity, and was pretty quick to...(b) plans since consolidating to Fidelity over a decade ago, they ...
Published on 2021-04-11 in the Personal Investments forum
This discussion is in English.
... account, can anyone explain if you are allowed to transfer the assets away from Fidelity... would get you stuck at Fidelity It's for the reasons ... the advisor assigned to my account at Fidelity) has tried to pitch me ... want to be tethered to Fidelity (or have my wife be) ... prefer to use Fidelity in the capacity I currently do (have always done). They are the custodial of our ETF holdings...
Published in New Jersey on 2021-04-27 in the Investing - Theory, News & General forum
This discussion is in English.
... account, can anyone explain if you are allowed to transfer the assets away from Fidelity... would get you stuck at Fidelity It's for the reasons ... the advisor assigned to my account at Fidelity) has tried to pitch me ... want to be tethered to Fidelity (or have my wife be) ... prefer to use Fidelity in the capacity I currently do (have always done). They are the custodial of our ETF holdings...
Published in New Jersey on 2021-04-27 in the Investing - Theory, News & General forum
This discussion is in English.
... options and potential tax advantages. FIDELITY VIEWPOINTS – 10/21/2020 Beginner... college—such as opening a custodial account (Uniform Gifts to Minors Act [... parent or grandparent opens the account and names a child or ... assets in an UGMA/UTMA (custodial) account. Learn more about how the ..., Retirement and College Leadership at Fidelity Investments. Following the SECURE Act’...
Published on 2021-05-01 in the Sorrento Therapeutics, Inc. (SRNE) forum
This discussion is in English.
... options and potential tax advantages. FIDELITY VIEWPOINTS – 10/21/2020 Beginner... college—such as opening a custodial account (Uniform Gifts to Minors Act [... parent or grandparent opens the account and names a child or ... assets in an UGMA/UTMA (custodial) account. Learn more about how the ..., Retirement and College Leadership at Fidelity Investments. Following the SECURE Act’...
Published on 2021-05-01 in the Sorrento Therapeutics, Inc. (SRNE) forum
This discussion is in English.
... kids were born, I setup custodial accounts for them to deposit... him from opening his own custodial accounts. What else were we... and so he finally opened custodial accounts for them. My bank... since the opening of the account. This weekend one of the ... into my credit union's custodial account. EX is pissed and threatened ... I actually bank online with Fidelity. I can't begin to ...
Published on 2021-04-12 in the General Parenting Discussion forum
This discussion is in English.
... kids were born, I setup custodial accounts for them to deposit... him from opening his own custodial accounts. What else were we... and so he finally opened custodial accounts for them. My bank... since the opening of the account. This weekend one of the ... into my credit union's custodial account. EX is pissed and threatened ... I actually bank online with Fidelity. I can't begin to ...
Published on 2021-04-12 in the General Parenting Discussion forum
This discussion is in English.
Pretty sure she has to be 18 to open an account at most brokerages. Typically you would have to open a custodial account that you or the parents would control. I believe Fidelity has a minor account now that she could own herself.
Published on 2021-06-17 in the Investing - Theory, News & General forum
This discussion is in English.
Pretty sure she has to be 18 to open an account at most brokerages. Typically you would have to open a custodial account that you or the parents would control. I believe Fidelity has a minor account now that she could own herself.
Published on 2021-06-17 in the Investing - Theory, News & General forum
This discussion is in English.