Cash Management, Emergency Funds, Using Fidelity as a Bank
*** Edit 2023 *** The original post is 4.5 years old. Since publishing it, Fidelity changed their website navigation so I updated a few screenshots to reflect that. Also, the Bogleheads have since created a Wiki article complete with diagrams illustrating the strategy: https://www.bogleheads.org/wiki/Fidelity:_one_stop_shop. I follow is the “Simple” strategy outlined in the diagrams. … Read more