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Fidelity BrokerageLink® is a self-directed brokerage account that gives participants access to thousands of mutual funds from many different mutual fund companies. A self-directed brokerage account is essentially a do-it-yourself option that is designed for investors who desire more choice of investments.
How do I set up Fidelity BrokerageLink?
Opening a Fidelity BrokerageLink® Account Step 1: Log in to NetBenefits.com/atwork Step 2: From the Quick Links drop down, choose BrokerageLink® Step 3: As shown below, select Open an Account from the BrokerageLink Central page If you prefer to enroll in BrokerageLink using a paper application, please call 800-890-4015 ...
Can I withdraw from BrokerageLink fidelity?
The loan that is available to you under the Supplemental Retirement & Savings Plan includes the balance in your BrokerageLink account. Once the transfer has been processed, you can request a loan. Withdrawals are also not permitted from your BrokerageLink account.
Is Fidelity BrokerageLink an IRA?
Fidelity's BrokerageLink® option is a self-directed brokerage account within the 401k or 403b plan.
How does Fidelity BrokerageLink work?
Fidelity BrokerageLink® is a self-directed brokerage account that gives participants access to thousands of mutual funds from many different mutual fund companies. A self-directed brokerage account is essentially a do-it-yourself option that is designed for investors who desire more choice of investments.
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There is no minimum amount for direct payroll contributions into a BrokerageLink account. There is no initial minimum amount to open an account or a minimum amount for subsequent transfers from a Standard Plan Option. There is no annual fee for the BrokerageLink account.
Can I withdraw money from my Fidelity brokerage account?
You can withdraw money from your Fidelity brokerage account and: Transfer it to another account you own using the Fidelity Electronic Funds Transfer account service, or. Have the money sent to your mailing address via check.
Is BrokerageLink part of 401k?
Fidelity's BrokerageLink® option is a self-directed brokerage account within the 401k or 403b plan.
Can I buy stocks with Fidelity BrokerageLink?
Through your Fidelity BrokerageLink account, you have the ability to invest in stocks, corporate bonds, zero-coupon bonds, U.S. Treasury securities, mortgage securities and U.S. government agency bonds, certificates of deposit (CDs), unit investment trusts (UITs), foreign securities (through American Depositary ...
How does Fidelity BrokerageLink work?
Fidelity BrokerageLink® is a self-directed brokerage account that gives participants access to thousands of mutual funds from many different mutual fund companies. A self-directed brokerage account is essentially a do-it-yourself option that is designed for investors who desire more choice of investments.
Related links
Investment Options | Retirement Plans | Benefits
Fidelity BrokerageLink® is a self-directed brokerage account that includes mutual fund investments beyond those in your Plan's investment menu. You should ...
(i) Each Participant who elects to utilize the BrokerageLink option must complete a BrokerageLink Participant Acknowledgement Form which incorporates the ...
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