Table of Contents
What is Fidelity advisor 529 plan?
Our 529 plan offers potential tax advantages, a broad range of investment options, and high contribution limits to help students save for higher education expenses. Assets in the plan can be used for tuition, books, and other education-related expenses at most accredited colleges and universities.
How do I talk to a real person at Fidelity?
Call 1-800-835-5097 to speak with a representative on your organization’s plan.
Can I meet with a Fidelity advisor for free?
Fidelity offers zero-fee robo-advising and no-cost banking. Fidelity commissions are zero for many products. There is no Fidelity trade fee for most transactions.
How do I contact Fidelity by phone?
(800) 343-3548Fidelity Investments / Customer service
Is Fidelity 529 any good?
Fidelity’s 529s The Fidelity 529 plans offer a decent variety of choices among pre-built portfolios and customization, but the plan’s portfolio construction could be a concern for some. Fidelity offers the same choices to all four state plans it manages.
Does Fidelity charge fees for 529 plans?
What are the fees and expenses? There is no annual account fee or minimum required to open any of the Fidelity-managed 529 plan accounts.
Does Fidelity have live chat support?
Online ChatFidelity Investments / Customer service chat
Do Fidelity advisors get commission?
Approximately 68% of eligible representatives receive this compensation, which typically ranges from 4% to 12% of total annual compensation, with an average of 10%.
Is Fidelity 529 FDIC insured?
An investment in this 529 money market investment option is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.
Should I use a financial advisor for 529 plan?
You won’t need a financial advisor for your 529 plan if you are comfortable making investment decisions on your own. (And most financial advisors won’t want to sell you a 529 plan if that is all you’re asking them to do. The commissions are not worth all the time and effort it requires.)
How do I send a message to Fidelity?
If you would like to send us a secure message, you can do so online at go.fidelity.com/eh99cu.