_Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options: https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document. Supporting documentation for any claims, if applicable, will be furnished upon request._ Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 ...

Company Information - Fidelity Brokerage Services LLC is a member of NYSE and SIPC [1] - The company's address is 900 Salem Street, Smithfield, RI 02917 [1]

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 ...

Whether you're new to Medicare or have been enrolled for years, open enrollment is your opportunity to review costs and coverage to make sure it’s the right plan for you. #Medicare #retirementplanning 1225954.1.0 ...

https://www.fidelity.com/marketsense?ccmedia=YouTube&ccchannel=social_organic&cccampaign=Brokerage&ccdate=202509&cccreative=Market_Sense_Rate_Cuts&ccformat=video ...

Financial Planning Fundamentals - The session focuses on refreshing financial fundamentals: spending, saving, and paying down debt [1] - The session introduces an eight-step plan to grow savings and pay down debt simultaneously [1] - The "Four-Quadrant Exercise" helps organize finances by categorizing assets into owe, own, earn, and spend [1] - Fidelity's "Full View" tool allows users to digitally input financial information for a comprehensive overview [1] Budgeting Guidelines - The 50-15-5 guideline suggests allocating no more than 50% of pre-tax income to essential expenses, 15% to retirement savings (including employer match), and 5% to short-term/emergency savings [1] - The remaining 30% is allocated for "want-to-haves" or discretionary spending [1] - The industry emphasizes that the 50-15-5 framework is a guideline and should be adjusted based on individual circumstances [1][2] Debt Management and Credit Score - Making minimum payments on time is crucial to protect credit scores [2] - Building an initial cash buffer, such as $1,000 or one month's rent, is recommended for emergencies [2] - The snowball and avalanche methods are two common strategies for paying down credit card debt [3] - If unable to pay credit card bills, the industry recommends stopping card usage, contacting the issuer to negotiate, and exploring credit counseling [4] Retirement Planning - Contributing enough to capture the employer match in a 401(k) or 403(b) is essential [2] - If there is no employer-sponsored plan, consider contributing to a Roth or traditional IRA [3] - The industry highlights the importance of saving for the future, especially for women, due to factors like the pay gap and caregiving duties [3] Additional Tips - The industry suggests considering side hustles to increase income [5] - The industry recommends exploring ways to cut expenses by 10%, such as negotiating rates and embracing home cooking [6] - The "Rule of 6%" suggests prioritizing paying off debts with interest rates of 6% or greater before additional investing [5]

Want to stay on top of your trades as market conditions change? Fidelity’s Kate Ward demonstrates how to manage and update orders on Fidelity Trader+ Desktop with ease. In this video, you’ll see how to find and filter orders, cancel or adjust in just a few clicks, and keep your activity up to date. This tutorial will help you always know how to stay organized and make timely updates to your orders when needed. 00:00 Intro 00:31 How to update orders 00:56 Filtering orders 01:24 Canceling and replacing an ord ...

Customization Options - Fidelity Trader Plus Desktop allows users to customize grid tools to fit their trading style [1] - Users can sort securities by various data points like price alphabetically by clicking the column header [2] - Columns can be rearranged by clicking and dragging [2] - Columns can be pinned to the left side of the screen for easy viewing while scrolling [2] - Columns can be removed by clicking the column header and selecting "Remove Column" [3] - Columns can be added or removed and reordered under "Settings" [3] Navigation and Additional Features - Most tools within the Fidelity Trader Plus Desktop Platform use the same basic navigation [4] - Users can access additional tools and information via the shortcuts menu [4]

Watch this video to find a faster way to monitor positions across multiple views. Fidelity’s Kate Ward explains how to link tools on Fidelity Trader+ Desktop for seamless real-time tracking. You’ll learn how to group tools on your layout, update securities instantly across modules, and unlink tools when you need more flexibility. This way, you can follow your trades, manage positions, and take advantage of linked tools in one efficient workflow. 00:00 Intro 00:30 Groups 01:17 Tracking securities 01:52 Unlin ...

Order Placement on Fidelity Trader Plus - The video guides users on how to place trades quickly on Fidelity Trader Plus desktop [1] - It covers opening and setting up the trade ticket, entering order details, and selecting order types [1] - The video also demonstrates using shortcuts for faster order entry [1] Trade Ticket Setup and Order Details - Users can favorite tools for quicker access by pinning them to the NAV bar [2] - The platform allows users to select the appropriate account, including setting up a default account under settings [2] - Users can enter the desired amount in dollars or shares and choose the order type, such as a limit order [2] Faster Order Entry and Trade Customization - The platform allows pre-filling actions faster by selecting the bid or ask button [3] - Users can launch a trade from another grid tool, with pre-filled trade tickets based on selected positions [3][4] - The limit price can be set to follow the bid or ask price, automatically adjusting to the latest quote [4] Order Confirmation and Placement - Before placing an order, users can preview the trade details [3][5] - After reviewing, users can confirm and place the order [3][5]