Pet peeve: Fidelity receipts and the three-hole punch
Our family has about a half-dozen accounts with Fidelity. Roth IRA, Rollover IRA, a stock-buying account, a few 529 plan accounts, etc.
It's great that Fidelity uses hole punches on its monthly statements. That lets me take the bundle of papers and stick them straight in a three-hole binder, for future refence.
But I have to ask: Why not all of the other paperwork? The transaction receipts, tax forms, and various notices that Fidelity sends me on a regular basis. Do you think I throw them away? No! I put them in the binder with the monthly account statements. It would be helpful if Fidelity treated these other documents with a three-hole punch, for easier filing.
What do you think of this post? Be the first to share your opinions.
Enjoy the latest personal finance news and commentary at PFBlog Network.
Similar Posts
Shake-up at Fidelity Magellan (November 04, 2005)
Big shake-up brewing at Fidelity's Magellan fund. Bloomberg's Chet Currier reports the current Magellan manager, Bob Stansky, is leaving, to be replaced by Harry Lange, the manager of Capital Appreciation and Fidelity Advisor Small Cap. Read
Big shake-up brewing at Fidelity's Magellan fund. Bloomberg's Chet Currier reports the current Magellan manager, Bob Stansky, is leaving, to be replaced by Harry Lange, the manager of Capital Appreciation and Fidelity Advisor Small Cap. Read
Fidelity's deceptive advertising, part I (October 25, 2005)
I'm looking at a Fidelity advertisement in the latest issue of Kiplinger's (the second page spread in the November 2005 issue). It's amazing how deceptive it is. "Add staying power to your portfolio," and "Experience, value, and a focus on long-term performance set our funds ... Read
I'm looking at a Fidelity advertisement in the latest issue of Kiplinger's (the second page spread in the November 2005 issue). It's amazing how deceptive it is. "Add staying power to your portfolio," and "Experience, value, and a focus on long-term performance set our funds ... Read
Tip: "Cost" view in Fidelity.com (October 23, 2005)
One feature of Fidelity.com that I have found particularly useful is the "cost" view of my accounts. Basically, this allows you to see how much a stock or fund has appreciated -- or declined -- since you bought it, in both dollar terms and percent ... Read
One feature of Fidelity.com that I have found particularly useful is the "cost" view of my accounts. Basically, this allows you to see how much a stock or fund has appreciated -- or declined -- since you bought it, in both dollar terms and percent ... Read
Fidelity.com and end-user agreements (October 23, 2005)
Recently I logged onto Fidelity.com, and was forced to submit to one of these ridiculous end-user agreements that only a lawyer can fully understand. Mind you, I was getting online to check a quote and execute a stock trade, which normally might take 10 minutes ... Read
Recently I logged onto Fidelity.com, and was forced to submit to one of these ridiculous end-user agreements that only a lawyer can fully understand. Mind you, I was getting online to check a quote and execute a stock trade, which normally might take 10 minutes ... Read
Email addresses will never be collected or sold.
08/03/06 |
Fidelity after Edward Johnson III
06/07/06 |
S&P Lowers Fidelity's Debt Outlook
05/25/06 |
Good News: Fidelity's customer protection guarantee
05/12/06 |
The Magellan distribution and taxes
05/08/06 |
What's up with Fidelity Magellan?
| (3)
03/27/06 |
Fidelity employee's epic dinner results in laptop theft
| (6)
03/23/06 |
Fidelity loses laptop, 196,000 HP employees' data lost
03/17/06 |
Fidelity's financial services "store" on Amazon
02/25/06 |
Boston Globe on Fidelity's struggles
02/11/06 |
The Fidelity Frog?
| (4)
02/05/06 |
Fidelity's Super Bowl Play
| (9)
01/24/06 |
Small print "uncertainties" in emerging markets
| (1)
01/22/06 |
The Strotman Memo: Widespread Fidelity 401K Fraud?
01/12/06 |
Fidelity Magellan on a rebound?
12/23/05 |
Suggestion to Fidelity's trustees: Withdraw Gates appointment, unless ...
12/23/05 |
Fidelity's push into catering
12/19/05 |
Fidelity Labs -- what is it?
11/29/05 |
Big changes at Fidelity, and what it means for you
| (2)
11/18/05 |
Fidelity's special service for retirees
11/14/05 |
Fidelity's tool for the ultra rich
| (2)
11/04/05 |
Shake-up at Fidelity Magellan
10/25/05 |
Fidelity's deceptive advertising, part I
| (1)
10/23/05 |
Tip: "Cost" view in Fidelity.com
