Using a Brokerage Link in Your Fidelity 401k Account скачать в хорошем качестве

Using a Brokerage Link in Your Fidelity 401k Account

Do you have a 401k plan held with Fidelity? If so, you may have more investment options than you think. Many Fidelity 401k plans offer a Brokerage Link option. This sub-account opens the door to a vast number of options behind your 401k plan's set menu of investments. In this video, we discuss: -How Brokerage Link accounts work, -Pros and cons of using them, -How to set to them up, -How they are funded, -and much more. If you have a Brokerage Link option with your Fidelity 401k and are interested to learn more about how to use it, you won't want to miss this video! #fidelitybrokeragelink #401k #investing Get started with Financial Synergies today → https://www.finsyn.com/ 🔔Subscribe to our YouTube Channel for future videos:    / @finsynwealthadvisors   - - - - - ⏱️Time Stamps⏱️ for this video referenced below: 00.00 Intro 0:20 What is a Brokerage Link? 1:15 Restrictions & limitations 2:05 Brokerage Link Platform overview 2:50 Opening your Brokerage Link account 4:13 Funding your account 6:03 Accessing your Brokerage Link account 7:02 Placing trades 7:30 Investment research 8:15 Managing ongoing contributions 9:17 Conclusion Financial Synergies Wealth Advisors 4400 Post Oak Pkwy, Suite 200 Houston, TX 77027 713-623-6600 [email protected] https://www.finsyn.com/ Financial Synergies Wealth Advisors, Inc. is a fee-only RIA (Registered Investment Advisor) located in Houston, TX. For over 35 years we’ve been providing wealth management and financial advisory services to clients throughout the U.S. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver a total wealth management experience. -------------------------------------------- Disclaimer: Nothing on this channel should be considered personalized financial advice or a solicitation to buy or sell any securities. My views are my own and not necessarily those of Financial Synergies or my fellow coworkers. All opinions expressed on this channel are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. This channel is only intended to provide information and education about the financial markets. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this video is no guarantee of future results. Any indices referenced for comparison purposes are unmanaged and cannot be invested into directly. As always, please remember that investing involves risk and possible loss of principal.