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Managing your portfolio with Accounts & Trade

  • Trading Tools

Overview

In this course you'll learn how to manage your portfolio using the Accounts & Trade experience on Fidelity.com. Become familiar with the location of account actions and details that are important to you, learn how to place trades, and more.

Objectives

When you complete this course, you will:

  • Understand the features designed to help you navigate your portfolio pages
  • Be familiar with and able to locate information that’s important and relevant to you
  • Leverage the one-click access to easily complete common financial tasks, such as trades and transfers
Course Outline
Title Type Highlight
1. Exploring your portfolio pages on Fidelity.com Video
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Keep in mind, for our on-the-go customers, you can enjoy a tailored experience and see the same information using a mobile device.

Keep in mind, for our on-the-go customers, you can enjoy a tailored experience and see the same... More
2. Navigating & customizing your portfolio view Video
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Customize your view and personalize account information to help you effectively manage your investment portfolio.

Customize your view and personalize account information to help you effectively manage your... More
3. Evaluating your open positions Video
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Stay on top of your investments, review and assess your positions to help make sure that you are on track to meet your goals.

Stay on top of your investments, review and assess your positions to help make sure that you are on... More
4. Tracking your account activity Video
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In this lesson we will look at the information provided for Orders, Pending Transfers & Bill Payments, and approximately five years of History for a single account.

In this lesson we will look at the information provided for Orders, Pending Transfers & Bill... More
5. Reviewing your account balances on Fidelity.com Video
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The default balances view provides a high-level, collapsed view of your account balances. This is intended to provide answers to basic questions about an account – how much is it worth, how much you can buy, and how much you can withdraw.

The default balances view provides a high-level, collapsed view of your account balances. This is... More
6. Trading online with Fidelity Video
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The trade ticket is easy-to-use, and readily available from multiple locations. This video will walk your through the trade entry process step-by-step.

The trade ticket is easy-to-use, and readily available from multiple locations. This video will walk... More
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