ON YOUR INVESTING JOURNEY
Congratulations! You are about to begin one of the most important moments of your life...beginning your investing journey. The following is a step-by-step guide to help you begin this major life step.
Read About What a Mutual Fund Is
For more info on mutual funds that Dale spoke about, click on:
Learn Tips on How to Pick a Mutual Fund
Get the best tips how to pick a mutual find by clicking on:
Open an Account on Fidelity.com
Once you are ready, click the link below to open your account
Depending on the state, if you are considered a minor, you will need to set up an account with an adult. For information on accounts: Must-Know Facts about UGMA/UTMA Accounts
WATCH THIS VIDEO
If you need a little help getting familiar with starting an account in Fidelity, click the video to the left where I walk through a video created by Danny Sully to help you start your investment account quick and get your financial future up and running!
LET’S GO!
While this may seem intimidating, 30 minutes to open your investing account is the hardest step to success. Do not let this stop you! Picture yourself decades from now in that life you could have by finishing this important step in your journey. Then, go be great!
NEED HELP?
If you need help selecting a mutual fund to invest in, call Fidelity at
800-343-3548
Follow the prompts and say, “Investment Advice.” Ask them to help you in selecting a mutual fund.
Are You Considered a Minor?
Depending on the state, if you are considered a minor, you will need to set up an account with an adult. For information on accounts: Must-Know Facts about UGMA/UTMA Accounts
TIP: Consider an advisor for help in selecting investments appropriate for your situation. Before investing, consider any investments’ objectives, risks, charges, and expenses. All investments carry some degree of risk, and past performance is no guarantee of future results.