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全部话题 - 话题: fidelity
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s*****a
发帖数: 545
1
来自主题: Money版 - Fidelity cycle里程的奇怪邮件
今天收到fidelity的一封奇怪的email
Thank you for signing up for the Fidelity Account® special offer for
Delta SkyMiles® members.
Our records indicate that you are not currently eligible for this offer
because there was a problem crediting your account.
If you need further assistance, please call a Fidelity Representative at 800
-642-6972.
有人收到过类似的邮件么?我注册过delta,UA和AA。delta的第一笔15k上个月底已经
到帐了,怎么还会有crediting account的问题呢?
d**********u
发帖数: 3371
2
要开Fidelity Amex, 是应该开个Cash Management好呢 还是开Fidelity Account好呢
不做股票 只要能当做Checking账户用就好
y****i
发帖数: 17878
F****n
发帖数: 5117
4
来自主题: Money版 - Fidelity账户 能存现金进去吗
没有branch,可以自己写张支票给自己,然后用fidelity的手机app存支票(需要2500以
上的balance才能用)
要不就先存到你local的银行,然后通过fidelity晚上账户操作,直接从你别的银行ach
到你的fidelity
r******i
发帖数: 610
5
All Fidelity ATM withdrawal fees will be waived for your Fidelity® Cash
Management Account. In addition, your account will automatically be
reimbursed for all ATM fees charged by other institutions while using a
Fidelity® Visa® Gold Check Card linked to your account at any ATM
displaying the Visa®, Plus®, or Star® logos. ATM
reimbursements will be credited to the account when the transaction posts.
L******e
发帖数: 679
6
来自主题: Money版 - fidelity账户
问一个幼稚的问题。很多年前再 fidelity 开了各账户,里面有1000多快钱 (
Individual: brokage X......)。也不知道当时为了什么?今天发现这个账户的钱从来
没有变。我的403(也是fidelity)至少是一直在涨。我自己从来不知道怎么操作,
都是开张户的时候选了个package让Fidelity代管。我怎么才能把我这一直没动静的1
000多快钱也用这种方式管理起来。
那位大老给科普一下,然后我也好好学点投资的sense.
Thanks a lot
r******i
发帖数: 610
7
来自主题: Money版 - 求科普:Amex, FIA和Fidelity
BOA和Fidelity都有份吧
WorldPoint是BOA旗下的 但是转账到Fidelity的只有FIA和Fidelity联名卡才行
s*********t
发帖数: 16647
8
去年搞过fidelity,没被fidelity关户或者自己没关户的都可以用。
那个连接就不贴了
基本上就是fidelity的网址主页地址后面加左斜杠premier
登陆后就有选项连接到turbotax,然后会看到premier version是免费的
l***o
发帖数: 10
9
有付成功的说说看,谢谢
Fidelity 还有 Fidelity bank和fidelity Investments的区别
m******a
发帖数: 553
10
添加账号一共要填四行:
Fidelity account:
Re-enter Fidelity account:
Nickname:
Email Address:
那个Fidelity account填什么啊?卡号是不对的。
d*****n
发帖数: 77
11
我log into FIA website后
View Rewards -> Go -> 点Reward yourself里的Cash
或者
Go -> 选Rewards标签 -> 点Reward yourself里的Cash
进到的页面就是把点数存进fidelity账户的那个页面,只能添加fidelity的account,
找不到添加其他银行checking或savings account的地方,也没有找到可以request
check的地方……
或者从这个页面点进WorldPoints Home -> 选Redeem Points里的Cash(或者在页面里
直接点Cash)
页面上写着可以“direct deposit into a checking or savings account or mailed
in the form of a check”,但是页面里可以点的基本只有“redeem now”,点进去还
是把点数存进fidelity账户的那个页面……
总之就是真心死活找不到啊……
哪位大侠换过Cash指点一下吧~
大恩不言谢啦!
m******a
发帖数: 553
12
那Fidelity Account是不是Fidelity的储蓄账号啊?我把FIA信用卡反面右上角那个
数字和字母组合的东西当做account输进去也让我save了,不知道那个能干
什么啊?
然后我点redeem now以后,也出来了一个界面让我输入要兑换的点数,type显示是
Fidelity Account。我要是转了这个东西,它会给我转到哪里去啊?谢谢
m*********o
发帖数: 957
13
来自主题: Money版 - 请教一下fidelity cash management
感谢。 请问是这个吗 https://www.fidelity.com/cash-management/fidelity-cash-
management-account/overview
同时还要also open fidelity account吗?
x*******o
发帖数: 2581
14
虽说fidelity写有1%的费用。但是实验证明fidelity的汇率和boa一样或者差别可以忽
略。而且方便很多,随便哪家银行都可以。唯一差的是fidelity每日只能拿500美元,
boa可以拿700多。
l****u
发帖数: 279
15
借人气问一下。
我以前的fidelity账户,只有0.4%的利率,当然我也没投资,啥也没做,就把它当银行
存。 现在的单位,我选了ING. 今天ING的人跑过来跟俺谈, 动员我把fidelity的钱转
到现在的ING上,说ING最低的利率是3%.如果投资的话,还会更高。
问一下,这种情况,我要把fidelity的也转到ING上吗?
多谢。
a*********0
发帖数: 4998
16
来自主题: Money版 - Fidelity那个放25k给15kUA的deal
yep
fidelity got hurt pretty bad during last year's CHURN effect :-)
then they updated the system using this kind of "math"
from the day you trigger ur bonus with like 25k, your whole fidelity
accounts
can not have anything deducted (u can add then withdraw)
even I wrote a couple of checks using the mySmartCash... Gee.
the brokage stays 25k, still bad, luckily fidelity is nice enough to
recognize their stupid fault, the supervisor gave me the miles after I threw
in some more cash

60K
c*****q
发帖数: 47
17
https://www.fidelity.com/cash-management/american-express-cards
根据fidelity网站上写的 只有四种帐户可以接受bonus 信用卡帐户不在其中
另 我有打电话给fidelity的信用卡部门 他们说他们没有instant approval, 不象其
它某些公司。。。
楼主能来说说吗?
c*****q
发帖数: 47
18
https://www.fidelity.com/cash-management/american-express-cards
根据fidelity网站上写的 只有四种帐户可以接受bonus 信用卡帐户不在其中
另 我有打电话给fidelity的信用卡部门 他们说他们没有instant approval, 不象其
它某些公司。。。
楼主能来说说吗?
p******a
发帖数: 803
19
来自主题: Money版 - fidelity 的里程offer
I just registered online yesterday, and got the following email this morning
. But I am registering it for my brokerage account and I never did any
promotion in the last 12 hours.
Anyone has any idea? Do I need to call Fidelity?
Thanks.
---------------------------------------------
Thank you for signing up for the Fidelity Account® special offer for
United MileagePlus® members.
Unfortunately, our records indicate that you are not currently eligible for
this offer because you selected a t... 阅读全帖
m**********e
发帖数: 1045
20
来自主题: Money版 - Fidelity 50k mileage strategy
if I got 100k in bank, I don't want to pay 0.5%-0.8% rate from bank with
1099 tax.
This will be ok:
Open fidelity account for both Me and LD.
Half year to me to get the 50K mileage (say UA mileage or AA mileage ) for
me
and half year to get AA mileage for LD from fidelity,
so one year we can get 100k mileage from Fidelity
it will be sounded for 1.5K interest or 2k (if peak time use this mileage)
It will be better than bankdirect which have monthly fee
Please comment my strategy , thanks
i***b
发帖数: 161
21
来自主题: Money版 - 新人求问:fidelity的401k
新上班的,employer给了个fidelity的网址,我去enroll了,但似乎没有让我填个人信
息的地方(我用的是之前已有的fidelity的账户)。
现在问题来了,employer怎么知道我已经开了账户呢?这个不像payroll,还需要告诉
employer自己的支票号。是不是需要link一下呢?
我的第一张paycheck拿到以后,工资部分进了checking,但是fidelity 401k里还是0.
虽然paycheck上写着有***amount 进了401k。
求达人解释
S******a
发帖数: 1644
22
从置顶文章看到Fidelity My Smart Cash国际atm取钱没手续费,但从Fidelity 网上只
看到Cash Management.
s*********0
发帖数: 2045
23
来自主题: Money版 - fidelity开设投资账户的bonus
Fidelity bonus works on existing individual accounts.
https://rewards.fidelity.com/offers/aa
https://rewards.fidelity.com/offers/united
w****1
发帖数: 805
24
这个是不是大家说的神卡?好像说是没有以前好了?送50块cash back。
With the Fidelity® Investment Rewards® American Express® Card
, you’ll earn unlimited 2% cash back on all purchases,3 deposited directly
into any designated Fidelity account. Plus, you'll earn 5,000 bonus points
after you make qualifying purchases with your new Card—redeemable for $50
cash back into your Fidelity account. Unlike many other rewards cards, there
’s also no cap or limit to the amount you can earn, and no annual fee.*
g****l
发帖数: 527
25
https://rewards.fidelity.com/offers/aa offer到14年9.30截止,需存满60天
https://rewards.fidelity.com/offers/united
https://rewards.fidelity.com/offers/delta
都是存25000给15000迈,存5万给25000迈,存10万给5万迈
可不可以先存个25000 UA,15000迈到手之后再存个delta再薅15000迈?
或者同是UA,间隔2个月一共存5万刀,能给两个15000迈而不是25000迈?
y******g
发帖数: 266
26
在 payee里面怎么选呢?查 fidelity 的话有 fidelity bank 和fidelity investment
, 还是应该直接付 american express?
z**********3
发帖数: 11979
27
1 vanguard开mf账户,选电子账单免account fee
2 买几个vanguard low ER的mf/etf 建好portfolio
3 fidelity注册promotion,做asset transfer from vanguard
主要是转security +少量cash
4 在fidelity park9个月transfer back to vanguard,用3个月rebalance portfolio
5 repeat 3-4
pros
1 vanguard low ER
2 转security为主 保持投资稳定性 减少capital gain tax
3 反复拿fidelity的promotion是允许的,把mileage cash掉后等于获得额外1%的return
cons
折腾 ,不知道有什么hidden fee
http://www.onlinebrokerrev.com/commissions_and_fees/account-tra
vanguard fido都是免费的
r*******r
发帖数: 2565
28
这里新手多,这个offer可能还有人不知道的。我不久前搞过,还是活的。
钱放进去就拿到50k,过了几周我就拿出来了。
https://rewards.fidelity.com/offers/united
Offer Details
Earn up to 50,000 MileagePlus award miles when you open and fund a
nonretirement brokerage account or add new money to an existing one.
Deposit Amount $25,000+ $50,000+ $100,000+
Miles Earned 15,000 25,000 50,000
这里有一套Fidelity的花样,但是好像每个人只能搞一个,反正我没试出来怎么搞第二
个。
http://investorjunkie.com/11001/fidelity-promotions/
n*********d
发帖数: 1603
29
来自主题: Money版 - Fidelity Cash management 的 debit卡
大家好,今天考古了半天,发现貌似BoA回国已经不好使了,Fidelity的卡还好使,所
以就申请了一张。没有看到直接申请debit card的地方貌似是要申请Cash Management
,请问:
我申请了开通了Fidelity cash management,是不是过几天就有debit卡寄过来了啊?
还是得继续某些申请步骤然后才能拿到那张国内免收付费的Fidelity visa debit卡?
谢谢!
m***7
发帖数: 282
30
从 Fidelity 跟你银行关联,initiate money transfer from Fidelity side 这叫
ACH pull,免费
在存 Cash / MO 这点上, Charles Schwab ATM 卡完胜 Fidelity。Charles Schwab
都可用手机把MO 存进去。
C*****n
发帖数: 1049
31
来自主题: Money版 - fidelity的bill pay问题
fidelity的cash management account用来付信用卡账单,可不可以直接从信用卡账户
里面添加fidelity的routing和account number来付?
我的fidelity有check writing功能,这两个number就直接看check上的么?
如果没有check writing功能怎么找到这两个number?
p*******4
发帖数: 83
32
看到这里有股票账户开户bonus: https://rewards.fidelity.com/offers/aa
请问投入Fidelity账户的资金,除了买股票用掉的,剩下的资金能否像普通银行的
checking账户一样方便地转出来?
This offer expires September 30, 2015.
New accounts or deposits into existing accounts must be funded within 60
days of registration ("qualification period").
存在capital one 360 saving里的钱10月份才能取出,如果在9月30日之前开Fidelity
账户,只要在开户后的两个月之内转钱进来,就能得到相对应的AA miles?
S*****i
发帖数: 610
33
Elan Financial Services is the creditor and issuer of the Fidelity
Rewards Visa Signature Card program. Fidelity and Elan Financial
Services are separate companies, but Fidelity has worked with them to offer
this credit card program to our customers. If you are an existing card
member of Elan Financial Services and have questions about your card, please
call them at 888-551-5144.
m*****a
发帖数: 2609
34
Just saw in my Fidelity message. From last sentence, I think mid-2016 is
when you will get a replacement Elan card if you are currently a FIA card
holder:
=========================
Warning Fidelity recently launched a new credit card program with Elan
Financial Services (Elan) and Visa® as the program's exclusive network.
We selected Elan for their experience in financial services, their
innovation, and their commitment to customer service. With Visa, members
enjoy the strength, recognition... 阅读全帖
s*****i
发帖数: 95
35
三个月前国内中行转过,是从Chase中转的,到帐后没有中间行费用,Fidelity也没有
wire in费用。建议用Fidelity,就按照官网上的信息,转账附言写你Fidelity帐号和
姓名。
y*****8
发帖数: 964
36
Me: Hi, I was calling to ask about the new Fidelity Investment Rewards Visa
Signature card, and I was hoping you'd be able to provide me with some
information.
Rep: Sure. How can I help?
Me: I see on the Fidelity website that it's described as cashback. I was
wondering if it would also be possible to redeem points for things like
gifts, merchandise, or travel.
Rep: Yes, we do offer a variety of rewards options. You do get the most
value if you redeem into an eligible Fidelity Investments account... 阅读全帖
d*******g
发帖数: 1265
37
这个卡好像要存5000刀才能拥有吧.
The Fidelity Check Card gives you the practicality of a paper check with the
ease and convenience of a credit card, all with no annual fee. There's no
identification to show, no checkbook to carry, and the amount of each
transaction is debited from your Core account daily.
To apply for the Fidelity Check Card, you are required to have a minimum
balance of $5,000 in this account. The minimum balance requirement does not
apply to Fidelity® Cash Management Account.
y****i
发帖数: 17878
38
that's if you deposit $50,000 in one person's Fido account which earns 25,
000 miles
https://rewards.fidelity.com/offers/united
https://rewards.fidelity.com/offers/aa
https://rewards.fidelity.com/offers/delta
15,000 x 2 miles, however, if you deposit $25,000 each in two persons'
accounts
f****s
发帖数: 3078
39
Fidelity.com自动就有了啊
[在 Water07 (水哥) 的大作中提到:]
:打电话问了,人家告诉我在Fidelity。com。可是我login进去,只看到我现有的
:Fidelity 401K账号,根本没有信用卡的账户。这是怎么回事?
C*****n
发帖数: 1049
40
打电话去问一下看啥情况,但这个看起来确实像unusual activity。
当然这和洗钱无关。GS saving account没有手机app直接存银行A的支票么,或者GS
online account直接eft pull银行A里面的钱?
我的工资支票都直接存fidelity,然后再用fidelity eft push到几家不同的银行,并
且每月还用fidelity eft pull/push 到netspend,brinks制造毫无意义的activity,一
直用了几年了没任何问题啊。
x**********n
发帖数: 1262
41
收到fidelity visa 邀请,送200刀。CSA刚被拒,想想200刀苍蝇肉也可以吃一口
咨询一下,这个cash back要转到fidelity account才可以2%,是不是一定要checking/
saving账户?
如果我的401,和roth ira这些账户在fidelity, 可以算吗?能转过去吗?
谢谢!
c*********l
发帖数: 169
42
原来FIA里面积了将近40k的points,没兑,心存侥幸以为elan会有更多选择,没想到掉
进坑里。
看了下现在的兑换方式,statement credit相当于只能1%,gc什么的就更差了。
fidelity rewards可以换出来的是
Eligible Fidelity Accounts include most nonretirement registrations as well
as Traditional IRA, Roth IRA, Rollover IRA, SEP IRA, and Fidelity®-
managed 529 College Savings Plan accounts.
这些账户都不太懂。有没有大神换过的指导一下?
y****i
发帖数: 17878
43
offers are always there, but
Offer is limited to one per individual per rolling 12 months and may not be
combined with other offers
https://rewards.fidelity.com/offers/aa
https://rewards.fidelity.com/offers/united
https://rewards.fidelity.com/offers/delta
z***t
发帖数: 10817
44
Shopping on Amazon.com is convenient – and now it’s even more rewarding!
Earn a bonus $25 in Fidelity Rewards1 when you use your Fidelity®
Rewards Visa Signature® Card.
Make three purchases on Amazon.com of at least $25 each by May 31, 2017 and
automatically earn a bonus $25 in Fidelity Rewards1. Any three purchases
qualify – including gift cards, books, electronics, computer games and more
.
d*****a
发帖数: 1319
45
来自主题: Money版 - Fidelity $25 Reward
Shopping on Amazon.com is convenient – and now it’s even more rewarding! E
arn a bonus $25 in Fidelity Rewards1 when you use your Fidelity? Rewards Vis
a Signature? Card.
Make three purchases on Amazon.com of at least $25 each by May 31, 2017 and
automatically earn a bonus $25 in Fidelity Rewards1. Any three purchases qua
lify – including gift cards, books, electronics, computer games and more.
N*****5
发帖数: 502
46
来自主题: Money版 - Fidelity $25 Reward
Shopping on Amazon.com is convenient – and now it’s even more rewarding!
Earn a bonus $25 in Fidelity Rewards1 when you use your Fidelity®
Rewards Visa Signature® Card.
Make three purchases on Amazon.com of at least $25 each by May 31, 2017 and
automatically earn a bonus $25 in Fidelity Rewards1. Any three purchases
qualify – including gift cards, books, electronics, computer games and more.
Shop Now
c***u
发帖数: 4107
47
来自主题: Money版 - 开fidelity check一般有bonus吗?
Fidelity Visa里面有10万多点
想1:1 redeem出来, 貌似必须去fidelity开一个check账户.
请问, fidelity 开check账户, 一般有bonus吗(或者曾经有过bonus吗)?
如果从来就没有, 那我就不等了.
请大家指点一下吧, 谢谢了!
s**r
发帖数: 348
48
Fidelity 好像还要8刀,一笔的交易费?
新加Fidelity是不是也有什么折扣,什么的?
经过joa hill168等大牛的推荐,我也该用fidelity了。
呵呵。
I******6
发帖数: 500
49
我买的 是 H&R BLOCK deluxe,
用 这个 软件的 吗? 这个 HR BLOCK 能 IMPORT from Fidelity 吗? 谢谢了。
我 好像 用 HR BLOCK 试了 TD AMERITRADE, 结果很 不对, 就 没试试 Fidelity.
U***3
发帖数: 2082
50
来自主题: Stock版 - fidelity真贪
我本打算卖DSLV,google显示目前价格是86.06, fidelity 上显示的价格就是85.95,
你说气人不气人。当时买的时候google显示价格是67.5,fidelity 上显示的价格就是
68.05,平白无故被fidelity 讹了些钱去
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