| How do I change my username, password, and other login information? | |
| I am having trouble logging in. How do I reset my password or look up my username? | |
| I do not have a username or password. How do I get one? | |
| Do I use the same password and username for my employer-sponsored accounts, personal accounts, and all other Fidelity websites? | |
| How does "Remember me" work? | |
| What if I no longer want my username saved? | |
| My username was saved, but now it is not in the list of saved usernames. Why not? | |
| What if my username and the username of another user share the same last three characters? | |
| How do I use my username with the Fidelity telephone services? | |
| Where can I update my personal information, such as my name, phone number, email, or mailing address? | |
| Can I add or update beneficiaries for my accounts online? | |
| How do I set up and manage alerts for my personal accounts? | |
| Where can I find the amount I have taken year-to-date from my IRA? | |
| How do I transfer money online between my bank and my Fidelity account? | |
| How can I gift stock out of my brokerage account? | |
| How secure is my account information? | |
| What should I do if I notice unauthorized activity on my account? | |
| Why do I need cookies to log in to Fidelity? | |
| What are Extended Validation Certificates? | |
| What browsers work best with Fidelity.com? | |
| What plug-ins work best with Fidelity.com? | |
| When are balances and certain features unavailable on Fidelity.com? | |
| What should I do when images on a page do not display? | |
| What steps should I try if I experience difficulty in viewing or printing Adobe PDF forms? | |
| What kind of mobile devices can I use to access Fidelity Mobile®? | |
| How do I download my account information from Fidelity.com to Microsoft Excel®? | |
| How do I suppress Redemption and Purchase from Core transactions seen in Quicken®? | |
| What versions of Quicken® and QuickBooks® support the account download service? | |
| What are the system requirements for using the account download service? | |
| What is required to use the account download service? | |
| Must I enroll for the account download service? | |
| How much does the account download service cost? | |
| What types of accounts can I download information from, and what kind of account information can I download? | |
| How much transaction history can be downloaded? How often is account information updated? | |
| Where is my account information stored when I download it into Quicken® and QuickBooks®? | |
| Can I perform trades in my account using Quicken®? | |
| Can I perform transactions like Bill Payments and Money Transfers in my account using Quicken® and/or QuickBooks®? | |
| How secure is the account download service? | |
| Do I use my Fidelity.com password to download my account data, or do I need a new password? | |
| Can I download my Fidelity NetBenefits® accounts? | |
| Can I download my employer-sponsored account information? | |
| Are there any instances in which Fidelity data varies from the manner in which it is displayed by Fidelity? | |
| How do I change a Fidelity account in Quicken® to recognize cash transactions like a checking account? | |
| Can I export all of my account information? | |
| How can I receive further assistance with the account download service? | |
| How do I trade? | |
| Why did you change the Accounts & Trade section of Fidelity.com and what new features can I expect? | |
| What kind of accounts are displayed on the Summary tab? | |
| My account indicates I need to activate it. What is this account? | |
| How do I view the details of a personal investing account? | |
| How do I view the details of a workplace savings account? | |
| How do I view my employee benefits information? | |
| How can I hide an account? | |
| How can I name and group the accounts on my Summary tab? | |
| How can I create custom groups to organize my accounts? | |
| Why can I not nickname an account? | |
| Why can I not move an account to a new group? | |
| How do I increase the font size of text on the Summary tab? | |
| How do I view my Purchase History/Lots? | |
| What kind of information is displayed on Open Positions? | |
| What accounts are displayed on Open Positions? | |
| Why is some of the information on this page highlighted in yellow? | |
| How do I view additional information about how a value was calculated? | |
| How soon after I make a trade will it appear on Open Positions? | |
| How are distributions calculated and posted to an account? | |
| How often are prices updated on Open Positions? | |
| How often are prices updated on Open Positions? | |
| Can I customize how the information on this page is displayed? | |
| What transactions can affect my cost basis? | |
| Why is my cost basis unknown? | |
| What cost basis methods are approved by the IRS? | |
| How do I calculate cost basis for shares sold under the Taxpayer Relief Act of 1997? | |
| Can I use cost basis information and unrealized gain/loss information from my Open Positions page for tax reporting purposes? | |
| Can I enter or edit the cost basis information for a security? | |
| How does Fidelity report wash sale information? | |
| How can I view my cost basis without wash sale adjustments? | |
| What other types of accounts are included in the Open Positions page? | |
| What does Open Positions show for tax-deferred annuities? | |
| What is included in the cost amount for my retirement account or accounts? | |
| How do I increase the font size of text on the Positions tab? | |
| What do the Current and Change columns display? | |
| What do the Current and Change columns display? | |
| What real-time balances are available? | |
| How are real-time balances calculated? | |
| When are real-time balances available? | |
| What is intraday balance activity? | |
| What balance information is displayed for non-brokerage accounts? | |
| How do I increase the font size of text on the Balances tab? | |
| What history information can I view for brokerage, mutual fund, and college savings plan accounts? | |
| What history information can I view for annuity accounts? | |
| How can I sort transaction history information? | |
| How can I filter transaction history information? | |
| Can I see specific share information in my transaction history? | |
| What history information can I view for employee stock purchase plans? | |
| What stock option exercise history information can I view? | |
| What stock appreciation rights grant information can I view? | |
| How do I change a Fidelity Account® in Quicken® to recognize cash transactions like a checking account? | |
| What transaction detail will I see if my account is enabled for international trading? | |
| Will I see anything additional if I do a foreign currency exchange in my account? | |
| What is an ADR* (American Depositary Receipt) Fee? | |
| How do I increase the font size of text on the Activity tab? | |
| How does cash availability work in my account? | |
| What are the investment options for my core position? | |
| Where can I find my account number(s)? | |
| When are deposits credited? | |
| When do trades, checks, bill payments, and check card purchases clear my core position? | |
| How is interest calculated? | |
| Where can I see my balances online? | |
| What do the different account values mean? | |
| What is an interactive statement, and where can I see my interactive statement online? | |
| How do I add or change the features offered on my account? | |
| How do I give someone else the right to view or transact in my account? | |
| How is my account protected? | |
| Are all of Fidelity's products and services available to customers residing outside of the United States? | |
| I am not a resident of the US and I do not t have any existing accounts. Can I establish a relationship with Fidelity? | |
| I’ve recently moved outside the United States. What does that mean for me? | |
| What about my dividend and capital gain reinvestment? | |
| Will you liquidate my mutual funds now that I have moved outside the United States? | |
| How do I place an order? | |
| How do I preview an order? | |
| How is my order confirmed? | |
| How do I review orders I have placed? | |
| How do I cancel, or cancel and replace an order? | |
| Can I place orders when markets are closed? | |
| Can I trade in extended hours? | |
| How do I receive proceeds from sales? | |
| How do I pay for trades? | |
| How do I deposit securities to my Fidelity Account®? | |
| What are the order settlement dates? | |
| What are market-wide circuit breakers? | |
| What are individual stock price bands (Limit Up-Limit Down)? | |
| How do I buy, sell, or sell to buy mutual funds? | |
| Where is the mutual fund trading screen? | |
| How do I place a trade? | |
| How do I preview my order? | |
| Where is my order confirmation? | |
| How do I cancel an order? | |
| How are funds priced? | |
| Do I need to "sell" from my Core account to create cash for my mutual fund purchase? | |
| What is a fund family? | |
| Can I sell a non-Fidelity fund and buy a Fidelity fund with the proceeds? | |
| What is Fidelity's Excessive Trading Policy? | |
| How do I know at what price my order will get executed? | |
| What is price improvement? | |
| What types of orders are eligible for price improvement? | |
| How is the price improvement indication calculated? | |
| What does Fidelity do to ensure the best execution price on my orders? | |
| What is a market order? | |
| What is a limit order? | |
| What is a stop order? | |
| What time limitations can I place on an order? | |
| How are commissions assessed for good until canceled orders? | |
| How do dividend distributions affect open orders? | |
| What are the risks of trading in volatile markets? | |
| What is a Trailing Stop Order? | |
| What is a conditional order? | |
| What is short selling? | |
| What is a basket? | |
| What are the advantages of basket trading? | |
| What are the fees, minimums and commissions when trading in a basket? | |
| What types of orders can I place? | |
| How do I cancel a basket? | |
| What if an order in my basket cannot be executed? | |
| How can I track gain and loss of securities in my basket? | |
| How do I use watch baskets? | |
| How do I allocate my basket? | |
| Can I trade individual securities within the basket, or do I have to trade the basket as a whole? | |
| What about record keeping? How do I know what position is part of a basket? | |
| How do I view my orders and other recent account activity? | |
| What order information can I view online? | |
| How can I get information about electronic funds transfer (EFT) transactions in brokerage and college savings plan accounts? | |
| How do I view recent updates to my orders? | |
| How can I cancel a pending order? | |
| What happens if I fail to cancel an order? | |
| What does it mean to cancel and replace an order? | |
| Can Fidelity cancel limit orders? | |
| Does placing a substitute order automatically cancel a previous order? | |
| What kinds of cancellations do I have to call a Fidelity rep to handle? | |
| How can I cancel, or cancel and replace, an annuity order? | |
| How do I view tax lot shares for a pending order? | |
| How do I change the quantity for a specific shares order? | |
| Can I specify tax lot shares when placing a cancel and replace order? | |
| Can I specify or change tax lots after a trade executes? | |
| How do mutual fund trades between two fund families price and execute? | |
| How do I sign up for average price trade reporting? | |
| Why does Fidelity offer average price trade reporting? | |
| What types of trades are eligible for average price trade reporting? | |
| Are there any stock or option orders that are not eligible for average price trade reporting? | |
| When does the average price update take place? | |
| How are Good 'til Canceled orders handled? | |
| How do Good 'til Canceled orders impact the records I see on Fidelity.com? | |
| How does this impact the records I see on trade confirmations, statements, and tax forms? | |
| Is there any rounding involved in the average price process? | |
| If I do not enroll in average price reporting, how are my executions handled? | |
| How do I increase the font size of text on the Activity tab? | |
| What securities are eligible for margin? | |
| How does margin work? | |
| What are the risks associated with margin? | |
| What is a margin call? | |
| What are the types of margin requirements? | |
| What are the requirements for equities? | |
| What are the requirements for mutual funds? | |
| What are the requirements for fixed income? | |
| What are the covered and uncovered option requirements? | |
| What is portfolio margin? | |
| What are the requirements for opening a portfolio margin account? | |
| How do I apply for portfolio margin? | |
| Are portfolio margin accounts subject to margin calls? | |
| What is limited margin? | |
| What account registrations are eligible for limited margin? | |
| What are the eligibility requirements for limited margin? | |
| How does it work? | |
| What is the difference between my cash account and a margin account? | |
| How do I view my balance? | |
| What do the different margin account values mean? | |
| Can I calculate hypothetical trades on margin? | |
| What is a customer ID or username? | |
| What is a cash account? | |
| What are the rules surrounding cash account trade settlements? | |
| What are possible cash account violations? | |
| How can I reduce mailbox clutter? | |
| What is my balance for cash available to trade? | |
| What is day trading? | |
| What is a pattern day trader? | |
| What is a pattern day trader? | |
| What is the difference between a pattern day trader and a non-pattern day trader? | |
| What is a day trade call? | |
| How do I find my pattern day trader balance? | |
| How is day trade buying power for options calculated? | |
| Why should I use Trade Armor(TM)? | |
| What information displays on the chart? | |
| How do I change the chart time frame? | |
| How do I change the support and resistance levels? | |
| Where can I see my positions for a particular symbol? | |
| How do I update the news feed? | |
| What information is available on the Research tab? | |
| How do I place a trade? | |
| How do I place an Option trade? | |
| Where can I see my Option positions? | |
| How can I add or change an email address on my account? | |
| How do I update the market and account data? | |
| How can I make changes to my account? | |
| How do I cancel an order? | |
| How do I replace an order? | |
| How do I increase the font size of text on Trade Armor(TM)? | |
| How often are my investment objectives reviewed? | |
| When should I consider making changes to my account investment strategy? | |
| Whom should I contact for assistance with my account? | |
| Whom should I contact to update account features or initiate monetary transactions? | |
| What mailing address should I use? | |
| How can I conduct monetary transactions online? | |
| How can I make deposits to my account? | |
| How can I withdraw from my account? | |
| How can I establish an additional Fidelity Portfolio Advisory Service account? | |
| How can I track the quarterly advisory fee associated with my account? | |
| Are there any additional charges to my account? | |
| How can I lower my advisory fee? | |
| Where should I mail my advisory fee payment? | |
| How do I access help in My Oracle Support? | |
| How can I reduce mailbox clutter? | |
| How can I add or change an email address on my account? | |
| How can I make changes to my account? | |
| How often are my investment objectives reviewed? | |
| What sort of changes may require changes to my account investment strategy? | |
| Whom should I contact for assistance with my account? | |
| Whom should I contact to update account features or initiate monetary transactions? | |
| What mailing address should I use? | |
| How can I track the quarterly advisory fee associated with my account? | |
| Are there any additional charges to my account? | |
| What is a Customer ID? | |
| How can I reduce mailbox clutter? | |
| How can I add or change an email address on my account? | |
| How can I make changes to my account? | |
| How often are my investment objectives reviewed? | |
| Whom should I contact for assistance with my account? | |
| How can I conduct monetary transactions online? | |
| How can I make deposits to my account? | |
| How can I withdraw from my account? | |
| How do I receive cash from my account? | |
| What happens to the income my account generates? | |
| How frequently will my account generates dividends and interest? | |
| How can I establish an additional BlackRock Diversified Income Portfolio account? | |
| How can I track the quarterly advisory fee associated with my account? | |
| Are there any additional charges to my account? | |
| What is a Customer ID? | |
| How can I reduce mailbox clutter? | |
| How can I add or change an email address on my account? | |
| How can I make changes to my account? | |
| How often are my investment situation and my account preferences reviewed? | |
| Whom should I contact for assistance with my account? | |
| Whom should I contact to update account features or initiate monetary transactions? | |
| What mailing address should I use? | |
| How can I establish an additional Breckinridge Intermediate Municipal Separately Managed Account ? | |
| How can I track the quarterly advisory fee associated with my account? | |
| Are there any additional charges to my account? | |
| What is a customer ID or username? | |
| How can I reduce mailbox clutter? | |
| How can I add or change an email address on my account? | |
| How can I make changes to my account? | |
| How often are my investment situation and account preferences reviewed? | |
| Whom should I contact for assistance with my account? | |
| Whom should I contact to update account features or initiate monetary transactions? | |
| What mailing address should I use? | |
| What happens to the income my account generates? | |
| How frequently will my account generate dividends? | |
| How can I establish an additional Fidelity Equity-Income Strategy account? | |
| How can I track the quarterly advisory fee associated with my account? | |
| Are there any additional charges to my account? | |
| What is a customer ID or username? | |
| How can I reduce mailbox clutter? | |
| How can I add or change an email address on my account? | |
| How can I make changes to my account? | |
| How often are my investment situation and account preferences reviewed? | |
| Whom should I contact for assistance with my account? | |
| Whom should I contact to update account features or initiate monetary transactions? | |
| What mailing address should I use? | |
| How can I establish an additional Fidelity Tax-Managed U.S. Equity Index Strategy account? | |
| How can I track the quarterly advisory fee associated with my account? | |
| Are there any additional charges to my account? | |
| What types of Fidelity accounts are eligible? | |
| Can I use the service to deposit checks into an IRA? | |
| Can I use the service to fund a new account? | |
| Can I pay Portfolio Advisory Service® or other Fidelity managed account fees using mobile check deposit? | |
| What types of checks are accepted? | |
| Are there any types of checks that are not accepted? | |
| Do I need to endorse my check? | |
| Are there restrictions on the amount of money that can be deposited? | |
| Why am I required to enroll in the email alert for a rejected Mobile Check Deposit? | |
| What should I do with the check after I complete my deposit? | |
| When will I see my deposit posted to my account? | |
| When will I have access to my funds? | |
| I completed a deposit but I don’t see it in my account history. What should I do? | |
| I completed a deposit but I do not see it in my account history. What should I do? | |
| What if my check is not accepted? | |
| What should I do if my deposit is rejected? | |
| If I need to mail a deposit, what address should I use? | |
| Are the check photos stored anywhere on my mobile device? | |
| What is the Fidelity® Cash Management Account? | |
| I already have a Fidelity brokerage account. Should I still consider a Fidelity Cash Management Account? | |
| What spending and money movement features are included with the Fidelity® Cash Management Account? | |
| How do I open a Fidelity® Cash Management Account? | |
| What spending and money movement features are included with the Fidelity® Cash Management Account? | |
| How does the FDIC insurance coverage work? | |
| How does the FDIC Deposit Sweep Program help maximize my FDIC insurance eligibility? | |
| Who is responsible for monitoring my account to make sure it does not exceed FDIC coverage limits? | |
| What if my balance at an assigned bank exceeds the FDIC insurance coverage limits? | |
| How does the FDIC insurance coverage work if I hold investments in my Fidelity Cash Management Account? | |
| How is interest calculated? | |
| Can I designate a Fidelity® Cash Management Account as a checking account in Quicken®? | |
| Why should I set up Cash Manager? | |
| What is the difference between Cash Manager self-funded overdraft protection and a minimum target balance? | |
| How does Cash Manager's free self-funded overdraft protection differ from the overdraft protection I get at my bank? | |
| Will any stocks, bonds, or mutual funds be sold if I drop below my minimum balance or use Cash Manager overdraft protection? | |
| What types of accounts are eligible to be Cash Manager funding accounts? | |
| When I link my individual account to a joint account, will the joint owners be able to see my funding account balance? | |
| Why can I not draw from my bank to provide self-funded overdraft protection? | |
| Do I need to have more than one funding account? | |
| When will I be alerted about money movement for Fidelity® Cash Management Account? | |
| Can I suspend or remove the Cash Manager feature from my Fidelity® Cash Management Account? | |
| Can I use my current bank account as a Cash Manager funding account? | |
| Can the automatic investment (AI) service be a Cash Management Account feature, and used with the Cash Manager feature? | |
| Can the personal withdrawal service (PWS) be a Cash Management Account feature, and used with the Cash Manager feature? | |
| What is a Fidelity® Visa® Gold Check Card? | |
| Is the Fidelity® Visa® Gold Check Card chip-enabled? | |
| How does chip technology protect my information? | |
| How do I get a chip-enabled debit card? | |
| Are there any fees with the Fidelity® Visa® Gold Check Card? | |
| What accounts are eligible for a Fidelity® Visa® Gold Check Card? | |
| Can I set up my Fidelity® Visa® Gold Check Card to use Apple Pay TM? | |
| Once I apply for a Fidelity® Visa® Gold Check Card, how long will it take for me to receive the card? | |
| How do I create a new PIN if I do not have a PIN or forgot my current PIN? | |
| What do I do if my card is blocked? | |
| If my card is expiring, when should I expect to receive my new card? | |
| How can I order a replacement card? | |
| What should I do if my card is lost or stolen, or if I notice unauthorized card transactions? | |
| How do I obtain an additional card for a joint account owner? | |
| Are there transaction limits with my card for purchases and ATM transactions? | |
| Can I use my card to make purchases? | |
| How do I use my chip-enabled debit card? | |
| Can I still swipe my chip-enabled card to pay? | |
| Where can I use my card to withdraw cash, make a purchase, or authorize an automatic debit? | |
| Why is the pending debit card transaction different from my actual purchase amount? | |
| What is Fidelity BillPay®? | |
| What is the fee for Fidelity BillPay®? | |
| What are the requirements to establish Fidelity BillPay®? | |
| How do I establish Fidelity BillPay®? | |
| How do I contact Fidelity for help with Fidelity BillPay®? | |
| What accounts are eligible for checkwriting? | |
| Is there a minimum balance requirement for checkwriting? | |
| How can I reorder checks and deposit slips? | |
| Can I order custom style checks (i.e., duplicate checks) and accessories? | |
| How can I cancel a check order? | |
| How long will it take for me to receive my checks when I submit a new or reorder request? | |
| How can I obtain a check image? | |
| How can I place a stop payment on a check? | |
| How can I request a cancelled check? | |
| How long does it take to establish EFT? | |
| How long does it take to establish EFT? | |
| When will my funds be available? | |
| What types of bank accounts are eligible for EFT? | |
| What types of Fidelity accounts are eligible for EFT? | |
| Are there restrictions on the amount of money that can be transferred via EFT? | |
| How do I authorize billers to debit my eligible accounts directly? | |
| Who may apply for a Fidelity Rewards Credit Card? | |
| Who is Elan Financial Services? | |
| How do the Rewards Credit Cards work if I elect to deposit my rewards in a tax-advantaged IRA or a 529 plan at Fidelity? | |
| How do I make mobile payments with my Fidelity® Visa Signature® Card? | |
| How do I earn Fidelity Rewards points? | |
| How are points redeemed into a Fidelity account? | |
| What Fidelity accounts are eligible for a deposit? | |
| How many points do I need to earn in order to redeem them? | |
| What types of rewards are available? | |
| Where can I find out how many points I have earned? | |
| What is the cap on the amount of points I can earn or redeem? | |
| Can my points expire? | |
| Can I use my points to initially fund a newly opened Fidelity account? | |
| How are my points that are redeemed as a cash contribution into my Fidelity account going to be invested? | |
| Can I direct my rewards deposit into a friend or family member's eligible Fidelity account? | |
| Are Reward points earned taxable? | |
| What if I already have a Fidelity Rewards Credit Card issued by FIA Card Services®? | |
| What is Full View®? | |
| How does Full View® work? | |
| What information can I access? | |
| Can I pay my bills through Full View®? | |
| Is there a charge for Full View®? | |
| Which browsers support Full View®? | |
| Can I download Full View® data to another program? | |
| How secure and private is Full View®? | |
| How does an IRA benefit me? | |
| Should I save in my 401(k) or my IRA? | |
| Are there income limits to contribute to an IRA? | |
| How much can I contribute to my IRA? | |
| If I qualify to contribute to both a Traditional IRA and Roth IRA, which one should I save in? | |
| How much money do I need to open a Fidelity IRA? | |
| What does a Fidelity IRA have to offer? | |
| How do I open a Fidelity IRA? | |
| Where should I invest my money? | |
| Can someone help me with my investing? | |
| How can I contribute to my Fidelity IRA? | |
| Can I withdraw money from my IRA? | |
| Can I convert my existing Traditional IRA to a Roth IRA? | |
| Can I transfer my IRA from another institution? | |
| Can I roll over my old 401(k) from a previous employer to my Roth or Traditional IRA? | |
| What is a Rollover IRA? | |
| What do I need to do to roll over my retirement plan assets to a Fidelity IRA? | |
| Can I roll over assets into my Traditional IRA? | |
| Will I owe taxes on my rollover? | |
| Can I move an existing IRA from another institution to Fidelity? | |
| What should I do if my former employer's 401(k) was recordkept by Fidelity? | |
| Can I roll my money into a Roth IRA? | |
| I already received a check made payable to me, and 20% was withheld. If I roll over my money now, can I get that 20% back? | |
| How do I know if I am eligible for a rollover? | |
| Can I add more money to my IRA later? | |
| Can I leave my former employer-sponsored retirement plan assets in my current plan indefinitely? | |
| Can I leave a portion of my 401(k) in an old employer's plan and roll the remaining amount to an IRA? | |
| Can I roll over my existing 401(k) assets into an IRA while I am still working? | |
| Can I roll over an old 401(k) that has both pre-tax and after-tax money in it? | |
| If I leave my current employer, can my vested participation in a defined benefit plan be rolled into an IRA? | |
| What is Net Unrealized Appreciation (NUA)? | |
| When is a Net Unrealized Appreciation (NUA) strategy favorable? | |
| How is a Roth IRA different from a Traditional IRA? | |
| Should I consider converting to a Roth IRA? | |
| What if I am over 70 1/2 and need to take a minimum required distribution (MRD)? | |
| How much should I consider converting? | |
| How should I plan to pay for taxes resulting from converting to a Roth IRA? | |
| What can I convert or roll over to a Roth IRA? | |
| Can I roll over assets from my workplace retirement account at a former employer directly to a Roth IRA? | |
| Am I eligible to convert? | |
| What are the potential tax implications of converting? | |
| Can I change my mind? | |
| Are there any limitations on going back to a Roth IRA after I recharacterize? | |
| How do I convert to a Roth IRA? | |
| Who can convert to a Roth IRA? | |
| What account types can you convert? | |
| What are minimum required distributions (MRDs)? | |
| Are there any exceptions? | |
| How do I calculate my MRD? | |
| What if my spouse is more than 10 years younger? | |
| Will Fidelity calculate my MRD for me? | |
| I can not find my MRD estimates on my account statement. Where is it located? | |
| Where can I find the Retirement Distribution Center? | |
| Can I find my MRD estimates anywhere else? | |
| How should I handle year-end transfers or rollovers? | |
| Will Fidelity send me my MRD automatically? | |
| How are MRDs taxed? | |
| What if I made non-deductible contributions to my IRA? | |
| When should I take my first MRD? | |
| How should I time my first MRD when it comes to taxes? | |
| How should I take my MRDs if I have multiple non-Roth accounts? | |
| What are the deadlines for taking MRDs? | |
| What are the penalties if I miss a deadline? | |
| Do I have to take my MRD if I am still working? | |
| Can I still contribute to my IRAs while taking MRDs? | |
| Why is it so important to consider beneficiaries when taking MRDs? | |
| How do I name a beneficiary? | |
| Should I convert to a Roth IRA, since they do not have MRDs? | |
| Are Qualified Charitable Distributions (QCDs) available for IRAs in 2015? | |
| How do I know if I am qualified to make a QCD? | |
| How to do I request a QCD from my Fidelity IRA? | |
| How can I contact Fidelity? | |
| How can I contact Fidelity? | |
| Who are you | |
| What can you do |