Monday, November 26, 2007

Free Trades at Fidelity with Rollover


Until December 31st, Fidelity is offering free trades when you rollover an IRA or 401k with at least $25,000 in value.

Here are the details:

Value of Rollover   # of Trades   Trades Expire
$25,000 - $99,99960 free trades6 months from day assets received
$100,000 or more100 free trades12 months from day assets received


Sign up and check out further details on Fidelity's Offer Page

This is a great deal if you have any money sitting in an old employer's 401k or another IRA. Especially since there are no maintenance fees on Fidelity Rollover IRA's. Plus once the free trades run out, buying and selling Fidelity's branded mutual funds are always free!

I come from the school of thinking where I like all my money in one place. It is easier to manage and act accordingly if you need to make changes.

I definitely recommend Fidelity as I have a 401k with my employer, ROTH IRA, Rollover IRA, Brokerage Account and Checking account with them. Customer service has always been professional and I like the availability of purchasing many different types of securities, including CD's for free, from them as well.

I do have a brokerage account with Sharebuilder, but I only use that for fractional share investing. All my real money goes into Fidelity as I have had nothing but great service from them thus far.

No comments:

WidgetBucks - Trend Watch - WidgetBucks.com

Monday, November 26, 2007

Free Trades at Fidelity with Rollover


Until December 31st, Fidelity is offering free trades when you rollover an IRA or 401k with at least $25,000 in value.

Here are the details:

Value of Rollover   # of Trades   Trades Expire
$25,000 - $99,99960 free trades6 months from day assets received
$100,000 or more100 free trades12 months from day assets received


Sign up and check out further details on Fidelity's Offer Page

This is a great deal if you have any money sitting in an old employer's 401k or another IRA. Especially since there are no maintenance fees on Fidelity Rollover IRA's. Plus once the free trades run out, buying and selling Fidelity's branded mutual funds are always free!

I come from the school of thinking where I like all my money in one place. It is easier to manage and act accordingly if you need to make changes.

I definitely recommend Fidelity as I have a 401k with my employer, ROTH IRA, Rollover IRA, Brokerage Account and Checking account with them. Customer service has always been professional and I like the availability of purchasing many different types of securities, including CD's for free, from them as well.

I do have a brokerage account with Sharebuilder, but I only use that for fractional share investing. All my real money goes into Fidelity as I have had nothing but great service from them thus far.

No comments: