主力checking/saving account: Fidelity 总结贴

主要是点了position 但是界面不一样,找不到改变的地方,然后用了链接直接提示error

BA’s default core 已经是 spaxx, 不用改了
HSA default core now is FDRXX, 这个不比spaxx差,不用改。
CMA default core 是利息低不少的,不能改成 spaxx. (但可以手动买所有mmf)
Starting June 15, 2024, Fidelity CMA will offer SPAXX as an option for core fund. CMA你等6-15号以后就可以改成SPAXX了。

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感谢美女,一目了然 清楚多了 :mobaidalao:

同意,任何账号连到外部账户都有被fraud的风险。建议专门搞一个cash management账户来当中转站专门pay bill收dd. 里面少放点钱,防止被坏人ach pull money.

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pay bill一般是push 还是pull呢

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问了客服说不能分开…只能合并…当然也有可能这个客服不熟悉业务

Each account will be separately represented by its own documents. They are just mailed together and put in the same PDF. Unfortunately there is no way to separate them.

可以拆,要用网站上的message功能,不要用chat

Thank you so much for your message about consolidated statements for your Fidelity accounts. I hope you are doing well today! I am happy to provide further assistance.

After reviewing your account, I do apologize that you received consolidated statements for your April and May 2024 statements. It is not uncommon for our system to potentially consolidate statements after requesting separate statements. However, I reviewed your accounts and separated them from consolidated statements and also made sure to take away future consolidation options for your Fidelity accounts.

From here, the system should have separate statements for your upcoming June statement that will be available around July 1, 2024.

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Fidelity pull其他银行,双方的transaction都post了之后cash 一般多久能settled 呀

新账户hold一周

泪目,把钱都pull过来了发现准备还信用卡还没settle。
(开了一个月多了还算新户吗,不是开户的第一笔存款)

1个多月还算新账户 :wulian:

我看有个帖子说不接受新用户并且明年中就不能用了是吗?

那是bloom
跟这帖子说的不是一个产品

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太感谢了!!!真的很有用,我照着学了 操作简单。

今天15号了,CMA Change Core Position 依然显示 There are no new core positions to select.

By the end of next week, we’ll have rolled out the option to choose the Fidelity® Government Money Market Fund (SPAXX) as your core position.

https://www.reddit.com/r/fidelityinvestments/comments/1dghhdr/announcing_a_new_core_position_option_for_your/

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请问lz能不能搞2张,然后给国内父母留一张,这样他们就可以随用随取?

那你額外開schwab吧

用schwab卡留給父母

应该可以,拿到debit卡后选择card damaged,会再寄来一个卡号等信息不变的卡,应该都能用。

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那可以再开一个cmd账户,其中一个账户的卡给父母