How to Open a Brokerage Account / Roth IRA - Fidelity Example

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DISCLAIMER:
This video is for entertainment purposes only. I am not in any way acting as an agent or representative of the Department of Defense or United States Federal Government when presenting this information. I am not a legal or financial expert or have any authority to give legal or financial advice. While all the information in this video is believed to be accurate at the time of its recording, realize this channel and its author makes no express warranty as to the completeness or accuracy, nor can it accept responsibility for errors appearing in this video.

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[INFINITEE_]

Thank you Jake for this video. I set up my account with Fidelity after doing research of different brokerage accounts. This was a blessing because I used to work for a major bank that is with Fidelity so this made set up of my rollover account and brokerage account easy. New subscriber and going back to watch your videos. Keep up the great work.

[Z.Ulysses]

That last part you checked the box "you're gonna pay all your taxes" ...I paused you video and sped by that part. Didn't check it because this is going to be my first investing app and I don't have anything subject to whatever that backup thing is (less than 33k/year and living alone). Do I have to change that back and is there a way to do so through the website or app?

[skittlezsai]

Hey Jake! I just want to say thank you for your videos. I’ve been binge watching them for a few weeks now, learning about things I wish I knew 8 years ago. I ship out today to Fort Jackson. Thank you again.

[gyaneshmishra]

You are one of the best content creators on youtube. Thanks a ton for your informative and super easy to follow videos! :)

[bernardbuzin]

I'm very confused about checking the box about the IRS. The wording is not very clear.

[ZacsMoneyFAQs]

Great video! I'm a nerd and like to extensively research things before I get involved with them. I've been highly considering a fidelity account, primarily because of their coverage of fractional shares on so many stocks. I have accounts with Robinhood and TD Ameritrade but, they each have their pros and cons. I feel like an account with Fidelity picks up the slack that the other two are leaving behind. Thank you so much for making all of these detailed videos about using Fidelity! I really appreciate all of the information that you're sharing, it has been very helpful in my research!

[ThinkMoneyBenny]

Alright! Now we’re talking! ✅
Team Fidelity 💯

[jaidancraig]

I like Fidelity! I have my Roth IRA account with them as well! Great review!

[garyschmelzer]

I have assets in Robinhood, but I think I’m gonna go ahead and open up a Fidelity, which seems to be the best to go with and then at some point in time there after I will begin the process of transferring from Robin Hood to Fidelity

[bongyonguh]

Very helpful and easy to follow. Thanks so much for your help. Just subscribed.

[mar]

@Jake Broe Hello Jake! Thank you for this tutorial video on how to open an account, its very helpful and I appreciate it much. I will open my first Fidelity account today. Thank you very much again. More power and more blessings to you! 👍

[kylevoeller]

This was very helpful. Looking forward to more fidelity videos.

[kmque]

Hey Jake, thanks for all the Vanguard vids, and now Fidelity. Btw, I really like how u change your wall pin posters, they are cool looking! Q: why do u have so many brokerage accounts, I can understand 2, but u have, Morgan Stanley, Schwab, Vanguard, + Fidelity? I understand diversification, but is it not better to build up more assets in 1 or 2 account instead?

[stayhomemomslife]

How often can you trade ...buy and sell the same shares in one week in a rollover IRA fidelity account? And if you have a brokerage fidelity personal account ?
And for how much money?

[teamhonzilla]

Where can I go to change my core position? Thanks for the video

[amherst]

Nice I also recently opened it as well for the zero fund!

[shibudey]

You did a Good Job, Great Job and Excellent Job!

[Janelle]

You are very easy to understand - thanks so much!

[RenagadesSW]

I have fidelity through in-n-out, am able to trade in stocks too?

[Peter-xxbe]

Hi Jake. Just subscribed, great information. Unfortunately I'm late to the investing game when it comes to opening a Roth. (My age and income). What would you recommend as an alternative to roth for someone that doesn't qualify? I'm conservative and would like a passive approach. Any advice is greatly appreciated.