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What You Can Expect from Fidelity

What You Can Expect from Fidelity 2025

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The document outlines the benefits and features of the ScholarShare College Savings Plan now managed by Fidelity Investments. It emphasizes account activation, customer service availability, investment options including Age-Based Strategies and Custom Strategies, and the importance of online tools for successful investing. Additionally, it provides guidance on account management during the transition period and highlights tax advantages associated with 529 plans.

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Click ‘Get Form’ to open it in the editor.
Begin by activating your account. Follow the instructions provided in the document to ensure you can contribute, withdraw, and view your account online.
Fill out the necessary personal information fields, including your name, contact details, and beneficiary information as required.
Select your investment strategy. Choose between Age-Based Options or Custom Strategies based on your risk tolerance and investment goals.
Review the Frequently Asked Questions section for any clarifications regarding account activation and investment changes.
Once all fields are completed, save your document and submit it through our platform for processing.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is it safe to have all your money at Fidelity?

Thanks to their comprehensive protection programs and cybersecurity measures, Fidelity is a safe and reliable option for holding large amounts of money.

What are the cons of using Fidelity?

Fidelity does not offer futures trading, and its Fidelity Crypto offering is limited compared to other brokers that offer crypto access like Robinhood. While the lack of those features would not dissuade most retirement investors, they are options active or advanced traders may like to have in their investing toolkit.

Are Fidelitys fees high?

What happens to my stocks if Fidelity goes out of business? If Fidelity or any other large brokerage firm goes out of business, your stocks and other investments would still be protected. As with other brokerage firms, Fidelity is required to segregate client assets from the firms own operational funds.

What is the downside to Fidelity?

If you put $1,000 into investments every month for 30 years, you can probably anticipate having more than $1 million by the end, assuming a 6% annual rate of return and few surprises.