Traphagen Wealth Radio

Understanding the Fidelity Website & Security Performance

Informações:

Synopsis

The podcast features Eric Mancini, Traphagen's director of investment research and Emily Heron, client liaison. This is a discussion of the following:  1. Overview of the Fidelity website account page in terms of position gains and losses 2. Difference between Fidelity website gain/loss and actual investment performance  3. How clients can access actual investment performance