Fidelity Portfolios Review
As stated previously, this newsletter is the first in a series to review brokerage specific investment plans.
MyPlanIQ organizes our services based on what our users need: for brokerage based taxable or IRA investments, we try to provide ready to use brokerage specific portfolios for users to follow. From Brokerage Investors page, we now support top six brokerages including Fidelity, Schwab, TDAmeritrade, ETrade, Vanguard and FolioInvesting. We plan to support more as time goes. Please send us email or write on our forum for other brokerages. If there is enough interest, we will work on others.
For a brokerage, we generally provide ETF, mutual fund based portfolios. In Fidelity case, we also provide Fidelity advisor share based portfolios. These are general purpose portfolios that can be customized for any risk profile.
Please login or register an account to view the newsletter